HOWARD HUGHES MEDICAL INSTITUTE
Sector Allocation
- Technology87.1%$387.8M
- Consumer Discretionary11.4%$51.0M
- Communication Services1.5%$6.6M
AUM History
13fpro.ai/research/fund/howard-hughes-medical-institute-810386
Conviction and streaks
Diversifying · top 10 = 79.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$64.4MAAPL
$57.5MGOOGL
$51.3MMSFT
$38.2MTSM
$31.9MAMZN
$31.7MAVGO
$24.6MMU
$18.1MMETA
$17.3MTSLA
$17.3MAMD
$13.1MASML
$10.8MINTC
$8.0MAMAT
$7.9MLRCX
$7.5MCSCO
$5.9MKLAC
$5.5MNFLX
$4.2MTXN
$3.8MIBM
$3.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/howard-hughes-medical-institute-810386
HOWARD HUGHES MEDICAL INSTITUTE 13F holdings — Q2 2026
$445.4M portfolio (+7.1% QoQ) · 30 holdings · Q2 2026 13F · top 10 are 79% of the stock portfolio
$64.4M
14.5% of stocks
No changeThis quarter-4.1%Since filed5 qtrsHeld$57.5M
12.9% of stocks
No changeThis quarter+12.4%Since filed5 qtrsHeld$51.3M
11.5% of stocks
No changeThis quarter-8.5%Since filed5 qtrsHeld$38.2M
8.6% of stocks
No changeThis quarter+7.5%Since filed5 qtrsHeld$31.9M
7.2% of stocks
No changeThis quarter-0.5%Since filed2 qtrsHeld$31.7M
7.1% of stocks
No changeThis quarter-5.2%Since filed5 qtrsHeld$24.6M
5.5% of stocks
No changeThis quarter-16.2%Since filed5 qtrsHeld$18.1M
4.1% of stocks
No changeThis quarter-7.0%Since filed5 qtrsHeld$17.3M
3.9% of stocks
No changeThis quarter+6.9%Since filed5 qtrsHeld$17.3M
3.9% of stocks
No changeThis quarter+14.4%Since filed5 qtrsHeld
All holdings — HOWARD HUGHES MEDICAL INSTITUTE (Q2 2026)
30 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ADVANCED MICRO DEVICES INC | Technology | $13.1M | 3.0% | 23K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ASML HOLDING NV | Technology | $10.8M | 2.4% | 5,405 | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | INTEL CORP | Technology | $8.0M | 1.8% | 57K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | APPLIED MATERIALS INC /DE | Technology | $7.9M | 1.8% | 11K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | LAM RESEARCH CORP | Technology | $7.5M | 1.7% | 17K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CISCO SYSTEMS, INC. | Technology | $5.9M | 1.3% | 50K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | KLA CORP | Technology | $5.5M | 1.2% | 18K | +900% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | NETFLIX INC | Communication Services | $4.2M | 0.9% | 59K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | TEXAS INSTRUMENTS INC | Technology | $3.8M | 0.8% | 13K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $3.7M | 0.8% | 13K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Palantir Technologies Inc. | Technology | $3.6M | 0.8% | 31K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ORACLE CORP | Technology | $3.5M | 0.8% | 24K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | QUALCOMM INC/DE | Technology | $2.7M | 0.6% | 15K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Walt Disney Co | Communication Services | $2.4M | 0.5% | 25K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SAP SEadr | Technology | $2.3M | 0.5% | 15K | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $UBER | Uber Technologies, Inc | Technology | $2.1M | 0.5% | 29K | — | |||
| 27 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $2.0M | 0.4% | 11K | +2400% | |||
| 28 | $CRM | Salesforce, Inc. | Technology | $2.0M | 0.4% | 13K | — | |||
| 29 | $ACN | Accenture plc | Technology | $1.1M | 0.2% | 8,607 | — | |||
| 30 | $INTU | INTUIT INC. | Technology | $990K | 0.2% | 3,794 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 0 new, 2 added to, 0 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
Holdings by quarter
Every 13F HOWARD HUGHES MEDICAL INSTITUTE has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow HOWARD HUGHES MEDICAL INSTITUTE?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of HOWARD HUGHES MEDICAL INSTITUTE's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.1%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 36% over the last 4
Top 10 weight
79%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2022 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
HOWARD HUGHES MEDICAL INSTITUTE disclosed 30 positions worth $445.4M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 14.5% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $SPY. The portfolio is most concentrated in Technology (87.1% of disclosed assets). All figures are sourced directly from HOWARD HUGHES MEDICAL INSTITUTE’s Form 13F-HR filing with the SEC under CIK 810386.
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AI-Powered Hedge Fund Analysis: HOWARD HUGHES MEDICAL INSTITUTE
13F Pro is an AI hedge fund tracker and stock research platform. For HOWARD HUGHES MEDICAL INSTITUTE (SEC CIK: 810386), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in HOWARD HUGHES MEDICAL INSTITUTE's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.