Filed: 8/12/2024ACC: 0000950123-24-007732
📋 What this filing means
MAYO CLINIC filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $3.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$3.03M
Total AUM (reported)
510.34K
Total Shares
Allocation by class
COMMON$3.03M100.0%
Portfolio Concentration
Top 3$2.88M95.2%
4–10$145.4K4.8%
Top 3 weight
95.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 510.34K
Sole
Full voting authority
510.34K
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)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
MSCI ACWI ETF
SOLEShares17.36K
TypeSH
Market value$1.95M
64.41%
Sole
17.36K
Shared
0.00
None
0.00
Zentalis Pharmaceuticals Inc.
SOLEShares187.14K
TypeSH
Market value$765.4K
25.27%
Sole
187.14K
Shared
0.00
None
0.00
UNITY BIOTECHNOLOGY INC
SOLEShares124.08K
TypeSH
Market value$167.5K
5.53%
Sole
124.08K
Shared
0.00
None
0.00
Neuroone Medical Technologies
SOLEShares181.75K
TypeSH
Market value$145.4K
4.80%
Sole
181.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MSCI ACWI ETFSOLE | Common | 17.36K | SH | $1.95M 64.41% | 17.36K | 0.00 | 0.00 |
Zentalis Pharmaceuticals Inc.SOLE | Common | 187.14K | SH | $765.4K 25.27% | 187.14K | 0.00 | 0.00 |
UNITY BIOTECHNOLOGY INCSOLE | Common | 124.08K | SH | $167.5K 5.53% | 124.08K | 0.00 | 0.00 |
Neuroone Medical TechnologiesSOLE | Common | 181.75K | SH | $145.4K 4.80% | 181.75K | 0.00 | 0.00 |