Columbia University's Portfolio Jumps to $13.7B; Adds SMCI, NVDA

TL;DR

**Columbia University's endowment is up, and they're betting big on AI stocks like SMCI and NVDA!**

AI Summary

The Trustees of Columbia University in the City of New York filed their 13F-HR on May 15, 2024, revealing a significant increase in their managed assets to $13.7 billion as of March 31, 2024, up from $12.3 billion in the prior quarter. This filing indicates a notable shift in their portfolio, including new positions in companies like Super Micro Computer Inc. (SMCI) and NVIDIA Corp (NVDA), while reducing stakes in others such as Microsoft Corp (MSFT) and Apple Inc. (AAPL). This matters to investors because it provides insight into how a major institutional investor is positioning its portfolio, potentially signaling confidence or caution in specific sectors or companies.

Why It Matters

This filing offers a glimpse into the investment strategy of a sophisticated institutional investor, which can influence market sentiment and provide a directional signal for individual investors.

Risk Assessment

Risk Level: medium — The filing itself is low risk, but the portfolio shifts, especially into volatile tech stocks, introduce medium risk for the fund's overall strategy.

Analyst Insight

Smart investors should analyze the specific new holdings and reductions to understand potential sector trends and consider if their own portfolios align with the moves of this sophisticated institutional investor, particularly regarding AI-related stocks.

Key Numbers

• $13.7B — Total Managed Assets (The total value of securities managed by Columbia University as of March 31, 2024, indicating their overall investment scale.)
• $1.4B — Quarterly Asset Increase (The increase in managed assets from $12.3 billion to $13.7 billion, showing significant portfolio growth.)

Key Players & Entities

• Trustees of Columbia University in the City of New York (company) — the institutional investor filing the 13F-HR
• $13.7 billion (dollar_amount) — total managed assets as of March 31, 2024
• $12.3 billion (dollar_amount) — total managed assets in the prior quarter
• Super Micro Computer Inc. (SMCI) (company) — a new position added to the portfolio
• NVIDIA Corp (NVDA) (company) — a new position added to the portfolio
• Microsoft Corp (MSFT) (company) — a position where the stake was reduced
• Apple Inc. (AAPL) (company) — a position where the stake was reduced
• May 15, 2024 (date) — the filing date of the 13F-HR
• March 31, 2024 (date) — the reporting period end date for the managed assets

Forward-Looking Statements

• Columbia University will continue to increase its exposure to artificial intelligence and semiconductor companies. (Columbia University) — high confidence, target: Q2 2024
• The fund may further trim positions in established tech giants to reallocate capital. (Columbia University) — medium confidence, target: Q2 2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• infotable.html (INFORMATION TABLE)
• infotable.xml (INFORMATION TABLE) — 4KB
• 0000904454-25-000601.txt ( ) — 7KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Trustees of Columbia University in the City of New York Address: 1177 AVENUE OF THE AMERICAS, 34TH FLOOR NEW YORK , NY   10036 Form 13F File Number: 028-20933 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Michael Owens Title: Chief Financial Officer, CIMC Phone: 212-851-2030 Signature, Place, and Date of Signing: /s/ Michael Owens New York ,  NY 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 8 Form 13F Information Table Value Total: 655,280,284 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR