CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

Q4 2024 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2024
Date filed
2/12/2025
Form type
13F-HR
Num holdings
51
Total value ($000)
$3,123,842
Net value change ($000)
+451,509 (16.9%)
New positions
2
Sold out positions
15
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 406,117 65.5%
VTI 79,279 95.8%
VGIT 53,723 133.0%
VT 41,030 8.2%
VXUS 18,722 NEW
VWO 15,919 22.3%
ESGV 7,478 524.4%
VDE 6,335 101.1%
AGG 5,563 7.0%
VUG 4,114 6.9%
Top Reduces (Value $000, Stocks/ETFs)
SPY -27,029 -66.6%
VEA -24,918 -15.7%
VTIP -14,262 -6.7%
IEF -11,869 -40.0%
QQQ -10,542 -100.0%
IVV -10,107 -10.3%
ACWI -9,495 -21.3%
ICF -9,315 -100.0%
IEMG -8,585 -22.0%
EWJ -8,569 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type