William Marsh Rice University 13F annual report

William Marsh Rice University is an investment fund managing more than $89.3 billion ran by Cindy Melton. There are currently 2 companies in Mrs. Melton’s portfolio. The largest investments include Black Stone Minerals L.P and Vera Therapeutics Inc, together worth $89.3 billion.

$89.3 billion Assets Under Management (AUM)

As of 12th July 2024, William Marsh Rice University’s top holding is 5,663,476 shares of Black Stone Minerals L.P currently worth over $88.7 billion and making up 99.3% of the portfolio value. Relative to the number of outstanding shares of Black Stone Minerals L.P, William Marsh Rice University owns more than approximately 0.1% of the company. In addition, the fund holds 16,397 shares of Vera Therapeutics Inc worth $593 million.

Currently, William Marsh Rice University's portfolio is worth at least $89.3 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at William Marsh Rice University

The William Marsh Rice University office and employees reside in Houston, Texas. According to the last 13-F report filed with the SEC, Cindy Melton serves as the Associate Treasurer at William Marsh Rice University.

Recent trades

In the most recent 13F filing, William Marsh Rice University revealed that it had opened a new position in Vera Therapeutics Inc and bought 16,397 shares worth $593 million.

One of the smallest hedge funds

The two most similar investment funds to William Marsh Rice University are Arex Capital Management, L.P. and Visa. They manage $89.3 billion and $89.1 billion respectively.

Cindy Melton investment strategy

William Marsh Rice University’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Energy — making up 99.3% of the total portfolio value. The fund focuses on investments in the United States as 50.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $3.63 billion.

The complete list of William Marsh Rice University trades based on 13F SEC filings

These positions were updated on July 19th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Black Stone Minerals L.P.	No change 5,663,476	$88,746,669,000	99.34%
Vera Therapeutics Inc	Opened 16,397	$593,243,000	0.66%
No transactions found
Showing first 500 out of 2 holdings