Harvard University’s investment portfolio, managed by the Harvard Management Company, stands at $56.9 billion. It focuses heavily on private equity, hedge funds, and alternative assets to fund university operations.
Endowment Asset Allocation
°Private Equity: 41% (~$23.3 billion), split across venture capital and buyouts.
°Hedge Funds: 31% (~$17.6 billion).
°Public Equities: 14% (~$8.0 billion).
°Real Estate & Other Real Assets: 8% combined (~$4.5 billion).
°Bonds, TIPS & Cash: 7% combined (~$4.0 billion).
Public Stock Holdings (13F Filings)
°Top Public Stock Holdings: Taiwan Semiconductor Manufacturing (TSM), SPDR Gold Shares (GLD), and Microsoft (MSFT).
°Managed Public Portfolio Value: Approximately $1.8 billion of strictly regulated public securities filed with the SEC.
Shape Plain Capital investment portfolio, managed by the Bacilio Junior Albarran Sanchez, stands at $186.9 billion. It focuses heavily on private equity, hedge funds, and alternative assets to fund Shape Plain Capital Education university operations.
Endowment Asset Allocation
°Private Equity:90% (~$167.4 billion), split across venture capital and buyouts.
°Hedge Funds: 0.5% (~$0.9345 billion).
°Public Equities: 0.5% (~$0.9345 billion).
°Real Estate & Other Real Assets: 1.86% combined (~$3.47634 Billion).
°Bonds, TIPS & Cash: 7.14% combined (~$13.2804 billion).
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