Mayo Clinic 13F annual report

Mayo Clinic is an investment fund managing more than $3.03 billion ran by Paul Gorman. There are currently 4 companies in Mr. Gorman’s portfolio. The largest investments include Msci Acwi Etf and Zentalis Pharmaceuticals, Llc, together worth $2.72 billion.

$3.03 billion Assets Under Management (AUM)

As of 5th August 2024, Mayo Clinic’s top holding is 17,359 shares of Msci Acwi Etf currently worth over $1.95 billion and making up 64.4% of the portfolio value. In addition, the fund holds 187,143 shares of Zentalis Pharmaceuticals, Llc worth $765 million, whose value fell 70.2% in the past six months. The third-largest holding is Unity Biotechnology Inc worth $168 million and the next is Neuroone Medical Technologies worth $145 million, with 181,754 shares owned.

Currently, Mayo Clinic's portfolio is worth at least $3.03 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Mayo Clinic

The Mayo Clinic office and employees reside in Rochester, Minnesota. According to the last 13-F report filed with the SEC, Paul Gorman serves as the Chief Investment Officer at Mayo Clinic.

Recent trades

There are companies that Mayo Clinic is getting rid of from its portfolio. Mayo Clinic closed its position in Perspective Therapeutics Inc on 12th August 2024. It sold the previously owned 724,641 shares for $862 million.

One of the smallest hedge funds

The two most similar investment funds to Mayo Clinic are Commerzbank Aktiengesellschaft fi and Tyers Asset Management. They manage $3.03 billion and $3.02 billion respectively.

Paul Gorman investment strategy

Mayo Clinic’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Health Care — making up 30.8% of the total portfolio value. The fund focuses on investments in the United States as 50.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are small-cap stocks. Stocks with a size of more than $100 million in market cap make up 25% of the total holdings value. On the other hand, large-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $573 million.

The complete list of Mayo Clinic trades based on 13F SEC filings

These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Msci Acwi Etf	No change 17,359	$1,951,152,000	64.41%
Perspective Therapeutics Inc	Closed 724,641	$862,323,000
Zentalis Pharmaceuticals, Llc	No change 187,143	$765,415,000	25.27%
Unity Biotechnology Inc	No change 124,081	$167,509,000	5.53%
Neuroone Medical Technologies	No change 181,754	$145,403,000	4.80%
No transactions found
Showing first 500 out of 5 holdings