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LILLY ENDOWMENT INC (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $84,524,083,455 · 1 positions · top-10 100.0% · SEC filing history →

13FScore 90/100 — cloning their disclosed top holdings over ~4.7y returned +38%/yr vs S&P +10%/yr (alpha +28%/yr), ahead of the market in 53% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$LLY · Eli Lilly and Company100.0%+421% ≥Q2 '21Pharmaceutical company (diabetes, obesity)S&PCitriniBitget →

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker