Mayo Clinic

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 3Value: $2.9MLatest: 2024Q3

Mayo Clinic is an institutional investment manager that filed its latest Form 13F for 2024Q3, reporting 3 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "UBX",
  "ZNTL"
]

Filing Details

13F-HR • 2024-09-30

SEC FilingSEC DataHachi Filing

Report Date: 2024-09-30
Filing Date: 2024-11-12
Total Holdings: 3
Total Value: 2901667
Accession Number: 0000912282-24-000766
Form Type: 13F-HR
CIK: mayo-clinic
Manager Name: Mayo-Clinic

Data Enrichment

67% identified

2 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

3 positions • $2.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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464288257

Shares:17.4K

Value:$2.1M

% of Portfolio:71.5% ($2.1M/$2.9M)

Zentalis Pharmaceuticals, Inc.

ZNTL|98943L107

Shares:175.0K

Value:$644.0K

% of Portfolio:22.2% ($644.0K/$2.9M)

Unity Biotechnology, Inc.

UBX|91381U200

Shares:124.1K

Value:$182.4K

% of Portfolio:6.3% ($182.4K/$2.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288257)✕	17.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.1M	71.5% ($2.1M/$2.9M)	QoQ +6.36% (+$124.1K) YoY-
Zentalis Pharmaceuticals, Inc.(ZNTLcusip98943L107)	175.0K	QoQ -6.48% (-12.1K) YoY-	All Managers (Combined)	$644.0K	22.2% ($644.0K/$2.9M)	QoQ -15.86% (-$121.4K) YoY-
Unity Biotechnology, Inc.(UBXcusip91381U200)	124.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$182.4K	6.3% ($182.4K/$2.9M)	QoQ +8.88% (+$14.9K) YoY-