Washington University 13F annual report

Washington University is an investment fund managing more than $220 billion ran by Jennifer Voelker. There are currently 3 companies in Mrs. Voelker’s portfolio. The largest investments include Nu and Moderna Inc, together worth $204 billion.

$220 billion Assets Under Management (AUM)

As of 29th July 2024, Washington University’s top holding is 14,408,196 shares of Nu currently worth over $186 billion and making up 84.5% of the portfolio value. Relative to the number of outstanding shares of Nu, Washington University owns more than approximately 0.1% of the company. In addition, the fund holds 150,000 shares of Moderna Inc worth $17.8 billion, whose value fell 9.3% in the past six months. The third-largest holding is Universal Technical Inst Inc worth $16.2 billion.

Currently, Washington University's portfolio is worth at least $220 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Washington University

The Washington University office and employees reside in St Louis, Missouri. According to the last 13-F report filed with the SEC, Jennifer Voelker serves as the Chief Operating Officer at Washington University.

Recent trades

There are companies that Washington University is getting rid of from its portfolio. Washington University closed its position in Coupang on 5th August 2024. It sold the previously owned 2,267,824 shares for $40.3 billion. Jennifer Voelker also disclosed a decreased stake in Universal Technical Inst Inc by 0.6%. This leaves the value of the investment at $16.2 billion and 1,028,079 shares.

One of the smallest hedge funds

The two most similar investment funds to Washington University are Davis-rea Ltd and Access Financial Services, Inc. They manage $220 billion and $220 billion respectively.

Jennifer Voelker investment strategy

Washington University’s portfolio is diversified across 3 sectors. Currently, their heaviest sector is Finance — making up 84.5% of the total portfolio value. The fund focuses on investments in the Brazil as 33.3% of the portfolio companies are based in the Brazil.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 67% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $49.1 billion.

The complete list of Washington University trades based on 13F SEC filings

These positions were updated on August 5th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Nu Holdings Ltd.	No change 14,408,196	$185,721,646,000	84.53%
Coupang, Inc.	Closed 2,267,824	$40,344,589,000
Moderna Inc	No change 150,000	$17,812,500,000	8.11%
Universal Technical Inst Inc	60.40% 1,028,079	$16,171,683,000	7.36%
Unity Software Inc.	Closed 28,536	$761,911,000
No transactions found
Showing first 500 out of 5 holdings