GEORGE KAISER FAMILY FOUNDATION

PrivateCIK: 1265376
Location

TULSA, OK

71
Positions
$882.84M
Total AUM (reported)
17.25M
Total Shares

Allocation by class

TOTAL AUM$882.84M71 positions
COM NEW$432.90M49.0%
CL A COM$262.49M29.7%
COM$53.24M6.0%
STATE STREET SPD$45.39M5.1%
TR UNIT$25.74M2.9%
0-3 MNTH TREASRY$25.42M2.9%
RUS TOP 200 ETF$21.58M2.4%

Portfolio Concentration

Top 383.6%4–1011.1%11–253.1%Rest2.1%TOP 1094.7%0%100%
Top 3$738.38M83.6%
4–10$98.07M11.1%
11–25$27.52M3.1%
Rest$18.87M2.1%

Top 3 weight

83.6%

Top 10 weight

94.7%

Voting Authority Distribution

Total shares with voting rights: 17.25M

Sole

Full voting authority

16.04M

shares

% of voting shares93.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.21M

shares

% of voting shares7.0%

Investment Discretion (by position count)

Sole4
Shared0
Other67
Dominant voting typeSole · 93.0% of voting shares
Institutional Holdings71
Rows:

BOK FINL CORP

SOLE
COM NEW
Shares3.36M
TypeSH
Market value$430.50M
48.76%
Sole
3.36M
Shared
0.00
None
0.00

EXCELERATE ENERGY INC

SOLE
CL A COM
Shares7.85M
TypeSH
Market value$262.49M
29.73%
Sole
7.85M
Shared
0.00
None
0.00

SPDR SERIES TRUST

OTR
STATE STREET SPD
Shares495.33K
TypeSH
Market value$45.39M
5.14%
Sole
495.33K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

OTR
TR UNIT
Shares39.58K
TypeSH
Market value$25.74M
2.92%
Sole
39.58K
Shared
0.00
None
0.00

ISHARES TR

OTR
0-3 MNTH TREASRY
Shares252.56K
TypeSH
Market value$25.42M
2.88%
Sole
252.56K
Shared
0.00
None
0.00

ISHARES TR

OTR
RUS TOP 200 ETF
Shares134.45K
TypeSH
Market value$21.58M
2.44%
Sole
134.45K
Shared
0.00
None
0.00

ASPEN AEROGELS INC

SOLE
COM
Shares3.17M
TypeSH
Market value$10.83M
1.23%
Sole
3.17M
Shared
0.00
None
0.00

JABIL INC

OTR
COM
Shares25.45K
TypeSH
Market value$6.76M
0.77%
Sole
334.00
Shared
0.00
None
25.12K

TRANSDIGM GROUP INC

OTR
COM
Shares3.40K
TypeSH
Market value$3.94M
0.45%
Sole
308.00
Shared
0.00
None
3.09K

INTAPP INC

OTR
COM
Shares147.65K
TypeSH
Market value$3.79M
0.43%
Sole
0.00
Shared
0.00
None
147.65K

JFROG LTD

OTR
ORD SHS
Shares76.58K
TypeSH
Market value$3.59M
0.41%
Sole
0.00
Shared
0.00
None
76.58K

PROCORE TECHNOLOGIES INC

OTR
COM
Shares52.46K
TypeSH
Market value$2.99M
0.34%
Sole
0.00
Shared
0.00
None
52.46K

SERVICENOW INC

OTR
COM
Shares27.93K
TypeSH
Market value$2.92M
0.33%
Sole
2.34K
Shared
0.00
None
25.59K

TYLER TECHNOLOGIES INC

OTR
COM
Shares7.72K
TypeSH
Market value$2.64M
0.30%
Sole
73.00
Shared
0.00
None
7.64K

TRADEWEB MKTS INC

OTR
CL A
Shares22.05K
TypeSH
Market value$2.59M
0.29%
Sole
0.00
Shared
0.00
None
22.05K

DESCARTES SYS GROUP INC

OTR
COM
Shares24.13K
TypeSH
Market value$1.73M
0.20%
Sole
0.00
Shared
0.00
None
24.13K

ALKAMI TECHNOLOGY INC

OTR
COM
Shares105.71K
TypeSH
Market value$1.66M
0.19%
Sole
0.00
Shared
0.00
None
105.71K

BOSTON OMAHA CORP

SOLE
CL A COM STK
Shares140.93K
TypeSH
Market value$1.65M
0.19%
Sole
140.93K
Shared
0.00
None
0.00

TABOOLA.COM LTD

OTR
ORD SHS
Shares502.51K
TypeSH
Market value$1.56M
0.18%
Sole
502.51K
Shared
0.00
None
0.00

CELLEBRITE DI LTD

OTR
ORDINARY SHARES
Shares104.81K
TypeSH
Market value$1.44M
0.16%
Sole
0.00
Shared
0.00
None
104.81K

HURCO CO

OTR
COM
Shares80.64K
TypeSH
Market value$1.19M
0.13%
Sole
0.00
Shared
0.00
None
80.64K

LAM RESEARCH CORP

OTR
COM NEW
Shares5.51K
TypeSH
Market value$1.18M
0.13%
Sole
5.51K
Shared
0.00
None
0.00

KLA CORP

OTR
COM NEW
Shares576.00
TypeSH
Market value$848.1K
0.10%
Sole
576.00
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

OTR
SPONSORED ADS
Shares2.39K
TypeSH
Market value$806.3K
0.09%
Sole
2.39K
Shared
0.00
None
0.00

ALPHABET INC

OTR
CAP STK CL A
Shares2.54K
TypeSH
Market value$730.7K
0.08%
Sole
2.54K
Shared
0.00
None
0.00
Page 1 of 3