13F
中
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Donor Advised Charitable Giving, Inc.

13F equity value
$3.9B
Positions
32
Top 10 concentration
99.6%
Quarters / total new picks
28 / 128
13F equity value over time
$0M$2B$5B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned +4.4% per quarter — versus +2.5% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = 1.37, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+3.9%
t-stat
1.37
Quarterly win rate
50%
Annualized excess
+5.5%
$1 → follow vs universe
$2.55 vs $1.80
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920181231: universe 0.94920190331: universe 0.93220190630: universe 1.00220190930: universe 1.07720191231: universe 0.86920200630: universe 0.96020200930: universe 1.17820201231: universe 1.23120210331: universe 1.24220210630: universe 1.34220210930: universe 1.20420211231: universe 1.02520220331: universe 1.10020220930: universe 1.18220221231: universe 1.09820230331: universe 1.15720230630: universe 1.11520230930: universe 1.26620231231: universe 1.32320240331: universe 1.35220240630: universe 1.47520241231: universe 1.37720250331: universe 1.50120250630: universe 1.54820250930: universe 1.74120251231: universe 1.801 20180331: follow 1.09320180630: follow 0.91820181231: follow 1.01020190331: follow 1.07620190630: follow 1.15620190930: follow 1.22420191231: follow 0.87220200630: follow 0.99920200930: follow 1.15020201231: follow 1.25520210331: follow 1.09720210630: follow 1.38120210930: follow 1.23320211231: follow 0.92820220331: follow 1.07820220930: follow 1.26520221231: follow 1.37920230331: follow 1.60120230630: follow 1.59720230930: follow 1.71420231231: follow 2.21520240331: follow 1.83720240630: follow 1.99320241231: follow 2.11320250331: follow 2.08520250630: follow 2.28220250930: follow 2.55320251231: follow 2.550 0.80 1.78 2.76 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 32 · 2026 Q1

Ticker Value Weight QoQ
NVDA $3.9B
98.7%
TRIM
ITOT $8M
0.2%
TRIM
VT $6M
0.1%
HOLD
AJG $5M
0.1%
HOLD
SCHK $4M
0.1%
HOLD
IVV $3M
0.1%
HOLD
META $3M
0.1%
HOLD
PANW $2M
0.1%
HOLD
RBLX $2M
0.1%
HOLD
IXUS $2M
0.1%
HOLD
WDAY $2M
0.0%
HOLD
COIN $1M
0.0%
HOLD
IJH $1M
0.0%
ADD
DASH $1M
0.0%
HOLD
AMZN $1M
0.0%
HOLD
VO $1M
0.0%
HOLD
MQ $1M
0.0%
HOLD
IJR $866141
0.0%
ADD
EFA $725280
0.0%
TRIM
SCZ $722391
0.0%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

None.

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.