Filed: 11/12/2024ACC: 0000912282-24-000766
📋 What this filing means
MAYO CLINIC filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $2.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$2.90M
Total AUM (reported)
316.44K
Total Shares
Allocation by class
MSCI ACWI ETF$2.08M71.5%
COMMON$826.4K28.5%
Portfolio Concentration
Top 3$2.90M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 316.44K
Sole
Full voting authority
316.44K
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)
Sole3
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:
ISHARES TR
SOLEShares17.36K
TypeSH
Market value$2.08M
71.52%
Sole
17.36K
Shared
0.00
None
0.00
Zentalis Pharmaceuticals Inc
SOLEShares175K
TypeSH
Market value$644.0K
22.19%
Sole
175K
Shared
0.00
None
0.00
UNITY BIOTECHNOLOGY INC
SOLEShares124.08K
TypeSH
Market value$182.4K
6.29%
Sole
124.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI ACWI ETF | 17.36K | SH | $2.08M 71.52% | 17.36K | 0.00 | 0.00 |
Zentalis Pharmaceuticals IncSOLE | Common | 175K | SH | $644.0K 22.19% | 175K | 0.00 | 0.00 |
UNITY BIOTECHNOLOGY INCSOLE | Common | 124.08K | SH | $182.4K 6.29% | 124.08K | 0.00 | 0.00 |