GEORGE KAISER FAMILY FOUNDATION Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$680.5B

Holdings

68

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (68 positions)

#StockSharesValue% PortfolioType
1
BOKFBOK Financial Corp.
3,361,707$350.1B51.45%
2
EEExcelerate Energy, Inc.
7,854,167$225.3B33.10%
3
ASPNAspen Aerogels, Inc.
3,167,322$20.2B2.97%
4
SPYSPDR S&P 500 ETF Trust
25,920$14.5B2.13%
5
AQLTiShares Russell Top 200 ETF
90,755$12.5B1.83%
6
INTAIntapp, Inc.
97,225$5.7B0.83%
7
NOWServiceNow, Inc.
6,074$4.8B0.71%
8
JBLJabil Inc
33,628$4.6B0.67%
9
PTCPTC Inc.
24,555$3.8B0.56%
10
FROGJFrog Ltd.
116,234$3.7B0.55%
11
DSGThe Descartes Systems Group Inc.
34,575$3.5B0.51%
12
ALKTALKAMI TECHNOLOGY, INC.
112,315$2.9B0.43%
13
CYBRCyberArk Software, Ltd.
8,554$2.9B0.42%
14
MORNMorningstar, Inc.
9,349$2.8B0.41%
15
TWTRADEWEB MARKETS INC.
18,791$2.8B0.41%
16
TYLTyler Technologies, Inc.
4,177$2.4B0.36%
17
BOCBoston Omaha Corporation
140,932$2.1B0.30%
18
PCORProcore Technologies, Inc.
22,928$1.5B0.22%
19
UNHUnitedHealth Group Incorporated
1,100$576.1M0.08%
20
HURCHURCO Companies, Inc.
28,591$443.4M0.07%
21
BROBROWN & BROWN, INC.
2,666$331.6M0.05%
22
ORLYOREILLY AUTOMOTIVE, INC.
225$322.3M0.05%
23
AZOAUTOZONE, INC.
84$320.3M0.05%
24
BRK/BBerkshire Hathaway Inc.
597$317.9M0.05%
25
NFLXNetflix, Inc.
339$316.1M0.05%
26
AXONAxon Enterprise, Inc.
599$315.0M0.05%
27
AJGArthur J. Gallagher & Co.
899$310.4M0.05%
28
PGRTHE PROGRESSIVE CORPORATION
1,072$303.4M0.04%
29
WMWaste Management, Inc.
1,298$300.5M0.04%
30
MAMastercard Incorporated
539$295.4M0.04%
31
CPRTCOPART, INC.
5,218$295.3M0.04%
32
TJXThe TJX Companies, Inc.
2,411$293.7M0.04%
33
VRTXVertex Pharmaceuticals Incorporated
597$289.4M0.04%
34
T7DTransDigm Group Incorporated
209$289.1M0.04%
35
CITCintas Corporation
1,394$286.5M0.04%
36
INTUINTUIT, INC.
464$284.9M0.04%
37
LINLINDE PLC
611$284.5M0.04%
38
CDNSCADENCE DESIGN SYSTEMS, INC.
1,110$282.3M0.04%
39
MCOMoodys Corporation
602$280.3M0.04%
40
SPGIS&P Global Inc.
549$278.9M0.04%
41
AMZNAMAZON.COM, INC.
1,460$277.8M0.04%
42
MSCIMSCI INC.
487$275.4M0.04%
43
COSTCostco Wholesale Corporation
291$275.2M0.04%
44
FICOFair Isaac Corporation
149$274.8M0.04%
45
AAPLApple Inc.
1,227$272.6M0.04%
46
BXBlackstone Inc.
1,938$270.9M0.04%
47
SHWTHE SHERWIN-WILLIAMS COMPANY
775$270.6M0.04%
48
ISRGIntuitive Surgical, Inc.
546$270.4M0.04%
49
MLB1MercadoLibre, Inc.
138$269.2M0.04%
50
PANWPALO ALTO NETWORKS, INC.
1,572$268.2M0.04%
51
METAMeta Platforms, Inc.
460$265.1M0.04%
52
GOOGLAlphabet Inc.
1,708$264.1M0.04%
53
MSFTMICROSOFT CORPORATION
701$263.1M0.04%
54
HDTHE HOME DEPOT, INC.
718$263.1M0.04%
55
TTTRANE TECHNOLOGIES PLC
780$262.8M0.04%
56
KLACKLA CORPORATION
383$260.4M0.04%
57
LRCXLAM RESEARCH CORPORATION
3,575$259.9M0.04%
58
AVGOBroadcom Inc.
1,552$259.9M0.04%
59
TSMTaiwan Semiconductor Manufacturing Company Limited
1,558$258.6M0.04%
60
ETNEATON CORPORATION plc
947$257.4M0.04%
61
SNPSSYNOPSYS, INC.
597$256.0M0.04%
62
NVDANVIDIA CORPORATION
2,356$255.3M0.04%
63
TMOTHERMO FISHER SCIENTIFIC INC.
513$255.3M0.04%
64
LLYELI LILLY AND COMPANY
309$255.2M0.04%
65
DHID.R. Horton, Inc.
1,937$246.3M0.04%
66
ANETArista Networks, Inc.
3,114$241.3M0.04%
67
ITGartner, Inc.
570$239.3M0.04%
68
MPWRMonolithic Power Systems, Inc.
401$232.6M0.03%