George Kaiser Family Foundation Portfolio Holdings

George Kaiser Family Foundation

  • $654 Million
  • Q3 2024

George Kaiser Family Foundation has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $654 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bok Financial Corp with a value of $352M, Excelerate Energy, Inc. with a value of $173M, Aspen Aerogels Inc with a value of $87.8M, Intapp, Inc. with a value of $5.7M, and Service Now, Inc. with a value of $5.15M.

Examining the 13F form we can see an increase of $88.5M in the current position value, from $566M to 654M.

Below you can find more details about George Kaiser Family Foundation portfolio as well as his latest detailed transactions.

Portfolio value $654 Million
Financial Services: $354 Million
Utilities: $173 Million
Industrials: $90.9 Million
Technology: $34.4 Million
Communication Services: $2.1 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $654 Million
  • Prior Value $566 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
Track This Portfolio

Track George Kaiser Family Foundation Portfolio

Follow George Kaiser Family Foundation and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of George Kaiser Family Foundation, based on Form 13F filings with the SEC.

News

Stay updated on George Kaiser Family Foundation with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email