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University of Wisconsin Foundation Historic Quarter Change: USA Stocks, Reduced

University of Wisconsin Foundation historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, University of Wisconsin Foundation opened 13 positions, added to 11, reduced 17 and sold out of 9.

  • Q2 2026: Stock DYN; Country of operation United States; Class COM; Shares before 484,745.
  • Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 42,335.
  • Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 35,789.
  • Q1 2026: Stock NU; Country of operation —; Class ORD SHS CL A; Shares before 1,431,951.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1697228), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DYN
DYNE THERAPEUTICS INC
United StatesCOM484,745313,559-171,186$8,788,427$6,964,146-$1,824,2812026-08-14
Q2 2026AAPL
APPLE INC
United StatesCOM42,33531,153-11,182$10,744,200$9,014,432-$1,729,7682026-08-14
Q2 2026GOOGL
ALPHABET INC
United StatesCAP STK CL A35,78925,154-10,635$10,291,484$8,989,285-$1,302,1992026-08-14
Q1 2026NU
NU HLDGS LTD
ORD SHS CL A1,431,9511,026,765-405,186$23,970,860$14,754,613-$9,216,2472026-05-14
Q1 2026AAPL
APPLE INC
United StatesCOM65,44242,335-23,107$17,791,062$10,744,200-$7,046,8622026-05-14
Q1 2026NVDA
NVIDIA CORPORATION
United StatesCOM89,10660,035-29,071$16,618,269$10,470,104-$6,148,1652026-05-14
Q1 2026MSFT
MICROSOFT CORP
United StatesCOM32,42925,842-6,587$15,683,313$9,565,933-$6,117,3802026-05-14
Q1 2026PCVX
VAXCYTE INC
United StatesCOM247,000239,749-7,251$11,396,580$13,931,814+$2,535,2342026-05-14
Q4 2025DYN
DYNE THERAPEUTICS INC
United StatesCOM517,750416,750-101,000$6,549,538$8,151,630+$1,602,0922026-02-13
Q3 2025MDGL
MADRIGAL PHARMACEUTICALS INC
United StatesCOM48,37613,007-35,369$14,640,513$5,965,791-$8,674,7222025-11-14
Q2 2025PDCC
PEARL DIVER CREDIT COMPANY I
United StatesCOM SHS1,459,2211,459,021-200$27,623,054$26,233,198-$1,389,8562025-08-13
Q1 2025AKRO
AKERO THERAPEUTICS INC
United StatesCOM410,630328,504-82,126$11,423,727$13,297,842+$1,874,1152025-05-14
Q4 2024MDGL
MADRIGAL PHARMACEUTICALS INC
United StatesCOM45,73041,541-4,189$9,704,821$12,818,306+$3,113,4852025-02-13
Q4 2024AKRO
AKERO THERAPEUTICS INC
United StatesCOM423,849410,630-13,219$12,160,228$11,423,727-$736,5012025-02-13
Q2 2024MDGL
MADRIGAL PHARMACEUTICALS INC
United StatesCOM56,37645,730-10,646$15,054,647$12,811,717-$2,242,9302024-08-14
Q1 2024MDGL
MADRIGAL PHARMACEUTICALS INC
United StatesCOM73,48756,376-17,111$17,003,422$15,054,647-$1,948,7752024-05-14
Q1 2024NU
NU HLDGS LTD
ORD SHS CL A1,909,2671,431,951-477,316$15,904,194$17,083,175+$1,178,9812024-05-14

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