Mass General Brigham, Inc

CIK 0001678378 · Q1 2026

13F Equity AUM

$468.9M

-42.1% QoQ

Positions

-1 QoQ

AUM Rank

#4,483

Top 36%

Skill Alpha (FF)

-1.4%/yr^ns

No Clear Edge

Rank #4,274 · Top 52%

vs S&P +0.9%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 99.3%Top 10: 100.0%Top 20: 100.0%

ACWI62.4%

KRMN26.7%

RVMD7.1%

TNGX1.6%

MAZE1.5%

MDLN0.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services62.4%

Industrials26.7%

Healthcare10.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 6Median: 4.36%Avg: 16.67%

0–0.5%

0(0.0%)

0.5–1%

1(0.7%)

1–3%

2(3.1%)

3–5%

0(0.0%)

5%+

3(96.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 6Unique: 0vs 20 funds

0.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

0.2%

0.2%

0.1%

0.1%

BANK OF AMERICA CORP /DE/

0.1%

VANGUARD CAPITAL MANAGEMENT LLC

0.1%

STATE STREET CORP

0.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.2%

GEODE CAPITAL MANAGEMENT, LLC

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased1Decreased1Exited1

Increased

MDLN0.7%

+44K(+168%)

Decreased

ACWI62.4%

-2,460,478(-53%)

Exited

RBRK

-14,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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