1y return−25.3%S&P 500 +20.9%
3y return+26.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $74 against $157 in the S&P 500.2
Massachusetts Institute Of TechnologyS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CPNGCoupang Inc | $506.0M | 69.1% | +51.5% |
| CVNACarvana Co | $190.3M | 26.0% | |
| BOCBoston Omaha Corp | $33.3M | 4.6% | |
| TXTTextron Inc | $1.5M | 0.2% | |
| CRMTAmericas Car-mart Inc | $467K | 0.1% | |
| NVDANvidia Corporation | $415K | 0.1% | New |
| INTCIntel Corp | $321K | 0.0% | New |
| BACBank Of Amer Corp | $313K | 0.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TXTTextron Inc | December 31, 2021 | +18.8% | $1.5M |
| CVNACarvana Co | June 30, 2025 | −2.3% | $190.3M |
| CPNGCoupang Inc | December 31, 2021 | −40.9% | $506.0M |
| BOCBoston Omaha Corp | December 31, 2021 | −52.5% | $33.3M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −2.7% | +14.8% |
| March 31, 2026 | −20.4% | −4.6% |
| December 31, 2025 | −10.2% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +34.4% | +10.5% |
| March 31, 2025 | −0.1% | −4.6% |
| December 31, 2024 | −10.2% | +2.1% |
| September 30, 2024 | +16.8% | +5.4% |
| June 30, 2024 | +15.2% | +4.0% |
| March 31, 2024 | +10.9% | +10.0% |
| December 31, 2023 | −1.5% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +6.7% | +8.3% |
| March 31, 2023 | +6.3% | +7.0% |
| December 31, 2022 | −9.2% | +7.1% |
| September 30, 2022 | +26.1% | −5.3% |
| June 30, 2022 | −30.2% | −16.5% |
| March 31, 2022 | −35.5% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Massachusetts Institute Of Technology Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=351051&type=13F-HR&dateb=&owner=include&count=40CIK 351051
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/351051/000121465926009919/Filed August 11, 2026 · accession 0001214659-26-009919