GLOBAL ENDOWMENT MANAGEMENT, LP

PrivateCIK: 1512237
Location

CHARLOTTE, NC

📋 What this filing means

GLOBAL ENDOWMENT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $986.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

72
Positions
$986.51M
Total AUM (reported)
9.81M
Total Shares

Allocation by class

TOTAL AUM$986.51M72 positions
TT WRLD ST ETF$208.98M21.2%
TOTAL STK MKT$117.42M11.9%
TOTAL BND MRKT$107.41M10.9%
VG TL INTL STK F$104.07M10.5%
COM$93.55M9.5%
BETBULD MSCI$45.83M4.6%
CORE US AGGBD ET$35.88M3.6%

Portfolio Concentration

Top 344.0%4–1029.3%11–2519.3%Rest7.4%TOP 1073.3%0%100%
Top 3$433.80M44.0%
4–10$288.97M29.3%
11–25$190.27M19.3%
Rest$73.47M7.4%

Top 3 weight

44.0%

Top 10 weight

73.3%

Voting Authority Distribution

Total shares with voting rights: 9.81M

Sole

Full voting authority

9.81M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole72
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings72
Rows:

VANGUARD INTL EQUITY INDEX F

SOLE
TT WRLD ST ETF
Shares1.33M
TypeSH
Market value$208.98M
21.18%
Sole
1.33M
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares317.31K
TypeSH
Market value$117.42M
11.90%
Sole
317.31K
Shared
0.00
None
0.00

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares1.46M
TypeSH
Market value$107.41M
10.89%
Sole
1.46M
Shared
0.00
None
0.00

VANGUARD STAR FDS

SOLE
VG TL INTL STK F
Shares1.22M
TypeSH
Market value$104.07M
10.55%
Sole
1.22M
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
BETBULD MSCI
Shares427.28K
TypeSH
Market value$45.83M
4.65%
Sole
427.28K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE US AGGBD ET
Shares362.47K
TypeSH
Market value$35.88M
3.64%
Sole
362.47K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares100.04K
TypeSH
Market value$35.75M
3.62%
Sole
100.04K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares124.58K
TypeSH
Market value$24.93M
2.53%
Sole
124.58K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares74.82K
TypeSH
Market value$21.65M
2.19%
Sole
74.82K
Shared
0.00
None
0.00

ISHARES TR

SOLE
U.S. REAL ES ETF
Shares204K
TypeSH
Market value$20.86M
2.11%
Sole
204K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares49.24K
TypeSH
Market value$18.37M
1.86%
Sole
49.24K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI AC ASIA ETF
Shares150.03K
TypeSH
Market value$17.90M
1.81%
Sole
150.03K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares26.06K
TypeSH
Market value$17.90M
1.81%
Sole
26.06K
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares298K
TypeSH
Market value$17.79M
1.80%
Sole
298K
Shared
0.00
None
0.00

DARLING INGREDIENTS INC

SOLE
COM
Shares261.50K
TypeSH
Market value$14.28M
1.45%
Sole
261.50K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares465.80K
TypeSH
Market value$13.71M
1.39%
Sole
465.80K
Shared
0.00
None
0.00

ISHARES TR

SOLE
TIPS BD ETF
Shares109.88K
TypeSH
Market value$12.03M
1.22%
Sole
109.88K
Shared
0.00
None
0.00

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL GOLD TR
Shares396K
TypeSH
Market value$11.95M
1.21%
Sole
396K
Shared
0.00
None
0.00

BARCLAYS BANK PLC

SOLE
DJUBS CMDT ETN36
Shares254.68K
TypeSH
Market value$11.13M
1.13%
Sole
254.68K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI JAPAN ETF
Shares116.96K
TypeSH
Market value$10.91M
1.11%
Sole
116.96K
Shared
0.00
None
0.00

TURNING PT BRANDS INC

SOLE
COM
Shares126.81K
TypeSH
Market value$10.76M
1.09%
Sole
126.81K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI STH KOR ETF
Shares50.92K
TypeSH
Market value$10.28M
1.04%
Sole
50.92K
Shared
0.00
None
0.00

VANGUARD MALVERN FDS

SOLE
TOTAL TREASURY
Shares133.21K
TypeSH
Market value$10.03M
1.02%
Sole
133.21K
Shared
0.00
None
0.00

MORGAN STANLEY ETF TRUST

SOLE
CALVERT US LARCP
Shares76.39K
TypeSH
Market value$7.22M
0.73%
Sole
76.39K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
ST STR PO EX ETF
Shares119.54K
TypeSH
Market value$6.02M
0.61%
Sole
119.54K
Shared
0.00
None
0.00
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