Chan Zuckerberg Initiative 13F annual report

Chan Zuckerberg Initiative is an investment fund managing more than $302 billion ran by David Lee. There are currently 2 companies in Mr. Lee’s portfolio. The largest investments include Vanguard Intl Equity Index F and Vanguard Index Fds, together worth $302 billion.

$302 billion Assets Under Management (AUM)

As of 7th August 2024, Chan Zuckerberg Initiative’s top holding is 3,525,754 shares of Vanguard Intl Equity Index F currently worth over $235 billion and making up 77.9% of the portfolio value. In addition, the fund holds 415,237 shares of Vanguard Index Fds worth $66.6 billion.

Currently, Chan Zuckerberg Initiative's portfolio is worth at least $302 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 Chan Zuckerberg Initiative

The Chan Zuckerberg Initiative office and employees reside in Redwood City, California. According to the last 13-F report filed with the SEC, David Lee serves as the Chief Investment Officer at Chan Zuckerberg Initiative.

Recent trades

David Lee disclosed a decreased stake in Vanguard Index Fds by 0.3%. This leaves the value of the investment at $66.6 billion and 415,237 shares.

One of the smaller hedge funds

The two most similar investment funds to Chan Zuckerberg Initiative are Little House Capital and Keystone Planning. They manage $302 billion and $302 billion respectively.

The complete list of Chan Zuckerberg Initiative trades based on 13F SEC filings

These positions were updated on August 14th 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
Vanguard Intl Equity Index F	No change 3,525,754	$235,414,595,000	77.95%
Vanguard Index Fds	30.70% 415,237	$66,608,167,000	22.05%
No transactions found
Showing first 500 out of 2 holdings