GEORGE KAISER FAMILY FOUNDATION

PrivateCIK: 1265376
Location

TULSA, OK

📋 What this filing means

GEORGE KAISER FAMILY FOUNDATION filed this quarterly 13F‑HR report disclosing 105 equity positions with a total reported market value of $1.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

105
Positions
$1.04B
Total AUM (reported)
17.13M
Total Shares

Allocation by class

TOTAL AUM$1.04B105 positions
COM NEW$469.30M45.1%
CL A COM$298.72M28.7%
COM$85.53M8.2%
TR UNIT$53.37M5.1%
RUS TOP 200 ETF$45.96M4.4%
ST STR BLO 1 ETF$27.56M2.6%
0-3 MTH TREASURY$25.65M2.5%

Portfolio Concentration

Top 378.6%4–1013.6%11–253.6%Rest4.2%TOP 1092.2%0%100%
Top 3$818.63M78.6%
4–10$141.23M13.6%
11–25$37.66M3.6%
Rest$43.91M4.2%

Top 3 weight

78.6%

Top 10 weight

92.2%

Voting Authority Distribution

Total shares with voting rights: 17.13M

Sole

Full voting authority

15.70M

shares

% of voting shares91.7%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.43M

shares

% of voting shares8.3%

Investment Discretion (by position count)

Sole5
Shared0
Other100
Dominant voting typeSole · 91.7% of voting shares
Institutional Holdings105
Rows:

BOK FINL CORP

SOLE
COM NEW
Shares3.36M
TypeSH
Market value$466.87M
44.83%
Sole
3.36M
Shared
0.00
None
0.00

EXCELERATE ENERGY INC

SOLE
CL A COM
Shares7.85M
TypeSH
Market value$298.38M
28.65%
Sole
7.85M
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF

OTR
TR UNIT
Shares71.47K
TypeSH
Market value$53.37M
5.13%
Sole
71.47K
Shared
0.00
None
0.00

ISHARES TR

OTR
RUS TOP 200 ETF
Shares248.50K
TypeSH
Market value$45.96M
4.41%
Sole
248.50K
Shared
0.00
None
0.00

SPDR SERIES TRUST

OTR
ST STR BLO 1 ETF
Shares300.76K
TypeSH
Market value$27.56M
2.65%
Sole
300.76K
Shared
0.00
None
0.00

ISHARES TR

OTR
0-3 MTH TREASURY
Shares254.80K
TypeSH
Market value$25.65M
2.46%
Sole
254.80K
Shared
0.00
None
0.00

ASPEN AEROGELS INC

SOLE
COM
Shares3.17M
TypeSH
Market value$20.08M
1.93%
Sole
3.17M
Shared
0.00
None
0.00

JABIL INC

OTR
COM
Shares25.60K
TypeSH
Market value$9.87M
0.95%
Sole
485.00
Shared
0.00
None
25.12K

JFROG LTD

OTR
ORD SHS
Shares76.58K
TypeSH
Market value$6.96M
0.67%
Sole
0.00
Shared
0.00
None
76.58K

STEPSTONE GROUP INC

SOLE
COM CL A
Shares124.41K
TypeSH
Market value$5.15M
0.49%
Sole
124.41K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

OTR
COM
Shares3.42K
TypeSH
Market value$4.56M
0.44%
Sole
334.00
Shared
0.00
None
3.09K

INTAPP INC

OTR
COM
Shares114.96K
TypeSH
Market value$2.90M
0.28%
Sole
0.00
Shared
0.00
None
114.96K

SERVICENOW INC

OTR
COM
Shares28.64K
TypeSH
Market value$2.84M
0.27%
Sole
3.05K
Shared
0.00
None
25.59K

ALPHABET INC

OTR
CAP STK CL A
Shares7.28K
TypeSH
Market value$2.60M
0.25%
Sole
7.28K
Shared
0.00
None
0.00

PROCORE TECHNOLOGIES INC

OTR
COM
Shares64.06K
TypeSH
Market value$2.60M
0.25%
Sole
0.00
Shared
0.00
None
64.06K

TYLER TECHNOLOGIES INC

OTR
COM
Shares8.70K
TypeSH
Market value$2.55M
0.24%
Sole
215.00
Shared
0.00
None
8.49K

CELLEBRITE DI LTD

OTR
ORDINARY SHARES
Shares169.64K
TypeSH
Market value$2.48M
0.24%
Sole
0.00
Shared
0.00
None
169.64K

NVIDIA CORPORATION

OTR
COM
Shares12.20K
TypeSH
Market value$2.44M
0.23%
Sole
12.20K
Shared
0.00
None
0.00

AMAZON.COM INC

OTR
COM
Shares9.69K
TypeSH
Market value$2.31M
0.22%
Sole
9.69K
Shared
0.00
None
0.00

MICROSOFT CORP

OTR
COM
Shares6.06K
TypeSH
Market value$2.26M
0.22%
Sole
6.06K
Shared
0.00
None
0.00

TRADEWEB MKTS INC

OTR
CL A
Shares22.05K
TypeSH
Market value$2.20M
0.21%
Sole
0.00
Shared
0.00
None
22.05K

META PLATFORMS INC

OTR
CL A
Shares3.65K
TypeSH
Market value$2.06M
0.20%
Sole
3.65K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

OTR
SPONSORED ADS
Shares4.25K
TypeSH
Market value$2.03M
0.19%
Sole
4.25K
Shared
0.00
None
0.00

BOSTON OMAHA CORP

SOLE
CL A COM STK
Shares140.93K
TypeSH
Market value$1.92M
0.18%
Sole
140.93K
Shared
0.00
None
0.00

ALKAMI TECHNOLOGY INC

OTR
COM
Shares105.71K
TypeSH
Market value$1.92M
0.18%
Sole
0.00
Shared
0.00
None
105.71K
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