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Showing Q3 2024 data
Mayo Clinic's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Mayo Clinic
•CIK: 1318153•Filing: Q3 2024
**Mayo Clinic** manages a $3M AUM with a concentrated, three-position portfolio. The strategy is anchored by a significant allocation to ACWI, representing $2.1M, or approximately 70% of total assets. Further diversification is achieved through notable holdings in ZNTL ($0.6M) and BLK ($0.2M). This structure suggests a tactical, high-conviction approach within its current mandate.
Total AUM
$2.9M
QoQ Performance
-4.2%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q3 2024
Top Holdings Allocation
ACWI
ZNTL
UNIT
ACWI71.5%
ZNTL22.2%
UNITY6.3%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
ZNTL
Zentalis Pharmaceuticals Inc
-6.5%
22.2% of portfolio
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q2 2024
Changes from Q2 2024
↓1 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023