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Showing Q1 2025 data
UCLA Foundation's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
UCLA Foundation
โขCIK: 1735775โขFiling: Q1 2025
**UCLA Foundation** manages $94M, maintaining a highly concentrated portfolio structure. The fund's current holdings are dominated by a single position in SPY, representing approximately 99.6% of its total assets. This near-total allocation signals a direct, high-conviction bet on broad market equity exposure. Investors should note the extreme concentration risk inherent in this single-stock/ETF weighting.
Total AUM
$93.6M
QoQ Performance
-26.0%
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q1 2025
Top Holdings Allocation
SPY
SPY100.0%
๐ Biggest Buys
No new positions or increases this quarter
๐ Biggest Sells
SPY
SPDR S&P 500 ETF TR
-22.5%
100.0% of portfolio
Sector Breakdown
ETF100.0%
Changes from Q4 2024
โ1 decreased
Historical Filings
Q1 2025Q4 2024