Fund Universe

REGENTS OF THE UNIVERSITY OF CALIFORNIA

CIK 0000315054 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.902
AUM ($M)
4,364
Positions
11
Turnover
0.24
Top-10 wt
100%
Herfindahl
0.249
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 15 positions · portfolio value $4,364M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
STT funds › STATE STREET CORP TRIM 38.5% -6.4% 1,682.1 9,917,831 -147,287 0
SPCX funds › SPACE EXPLORATION TECHN CL A NEW 23.5% +23.5% 1,025.2 6,000,000 +6,000,000 0
ASML funds › ASML HOLDING NV NY REG SHS HOLD 16.0% -0.3% 698.9 351,282 +0 0
OTF funds › BLUE OWL TECHNOLOGY FINANCE ADD 10.3% -2.7% 451.5 43,624,472 +13,814,503 0
BN funds › BROOKFIELD CORP HOLD 8.8% -4.1% 382.4 8,979,204 +0 0
GLDM funds › SPDR GOLD MINISHARES TRUST HOLD 2.6% -2.1% 114.3 1,438,678 +0 0
BLLN funds › BILLIONTOONE INC CL A NEW 0.1% +0.1% 4.9 40,863 +40,863 0
SRZN funds › SURROZEN INC HOLD 0.1% -0.1% 3.5 133,207 +0 0
OWL funds › BLUE OWL CAPITAL INC HOLD 0.0% -0.0% 0.6 66,347 +0 0
CHYM funds › CHIME FINANCIAL INC CL A NEW 0.0% +0.0% 0.3 14,313 +14,313 0
CUSIP:86889P117 funds › SURROZEN INC HOLD 0.0% -0.0% 0.0 83,333 +0 0
FDS funds › FACTSET RESEARCH SYSTEMS INC EXIT 0.0% -1.7% 0.0 0 -226,375 0
CG funds › CARLYLE GROUP INC/THE EXIT 0.0% -2.6% 0.0 0 -1,516,016 0
QTOP funds › ISHARES NASDAQ TOP 30 STOCKS E EXIT 0.0% -1.1% 0.0 0 -1,005,773 0
BX funds › BLACKSTONE INC EXIT 0.0% -2.6% 0.0 0 -645,120 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 4,364 11 0.24 100% 0.249 0.905 in
2026Q1 2,835 12 0.23 100% 0.266 0.889 in
2025Q4 2,174 9 0.29 100% 0.349 0.768 in
2025Q3 1,283 7 0.58 100% 0.277 0.179 in
2025Q2 515 5 0.05 100% 0.570 0.921 entered
2025Q1 468 7 0.00 100% 0.517 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status