George Kaiser Family Foundation

13F filer · CIK 0001265376

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$1.04BU.S. long equity reported on 13F

Positions10240 new · 6 closed

Net flow last quarter+$54.3MBuys minus sells

Top 10 positions weight83.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026102 positions
BOKFBok Financial Corp	$467M	44.83%	5.53%	Not reported	Q2 2013
EEExcelerate Energy, Inc.	$298M	28.65%	Not reported	Not reported	Q2 2022
SPYSPDR S&P 500 ETF Trust	$53.4M	5.13%	Not reported	+80.6%	Q1 2025
ASPNAspen Aerogels Inc	$20.1M	1.93%	3.82%	Not reported	Q2 2014
JBLJabil Inc	$9.87M	0.95%	0.02%	+0.6%	Q1 2023
FROGJFrog Ltd	$6.96M	0.67%	0.06%	Not reported	Q1 2023
STEPStepStone Group Inc.	$5.15M	0.49%	Not reported	New	Q2 2026
TDGTransDigm Group INC	$4.56M	0.44%	0.01%	+0.8%	Q1 2025
INTAIntapp, Inc.	$2.9M	0.28%	0.15%	-22.1%	Q3 2023
NOWServiceNow, Inc.	$2.84M	0.27%	0.00%	+2.5%	Q3 2020
GOOGLAlphabet Inc.	$2.6M	0.25%	0.00%	+186.6%	Q2 2020
PCORProcore Technologies, Inc.	$2.6M	0.25%	0.04%	+22.1%	Q3 2024
TYLTyler Technologies Inc	$2.55M	0.24%	0.02%	+12.8%	Q3 2020
CLBTCellebrite DI Ltd.	$2.48M	0.24%	0.07%	+61.9%	Q1 2026
NVDANvidia Corp	$2.44M	0.23%	0.00%	+246.0%	Q1 2025
AMZNAmazon Com Inc	$2.31M	0.22%	0.00%	+349.4%	Q2 2022
MSFTMicrosoft Corp	$2.26M	0.22%	0.00%	+484.0%	Q1 2014
TWTradeweb Markets Inc.	$2.2M	0.21%	22047.00%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$2.06M	0.20%	Not reported	+432.5%	Q3 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.03M	0.19%	0.00%	+78.0%	Q1 2025
BOCBOSTON OMAHA Corp	$1.92M	0.18%	0.47%	Not reported	Q1 2018
ALKTAlkami Technology, Inc.	$1.92M	0.18%	0.10%	Not reported	Q1 2025
HURCHurco Companies Inc	$1.85M	0.18%	1.25%	Not reported	Q2 2024
AVGOBroadcom Inc.	$1.83M	0.18%	0.00%	+112.3%	Q1 2025
UNHUnitedhealth Group Inc	$1.79M	0.17%	0.00%	+79.8%	Q1 2023
AAPLApple Inc.	$1.73M	0.17%	0.00%	+213.9%	Q1 2025
DSGXDescartes Systems Group Inc	$1.67M	0.16%	0.03%	Not reported	Q3 2020
BRK.BBerkshire Hathaway Inc	$1.34M	0.13%	Not reported	+214.7%	Q1 2016
ASMLAsml Holding NV	$971K	0.09%	0.00%	New	Q2 2026
DHIHorton D R Inc	$949K	0.09%	0.00%	+100.6%	Q1 2025
KLACKla Corp	$944K	0.09%	0.00%	-45.7%	Q1 2025
AMDAdvanced Micro Devices Inc	$897K	0.09%	0.00%	New	Q2 2026
LRCXLam Research Corp	$892K	0.09%	0.00%	-62.7%	Q1 2025
ARMArm Holdings PLC	$873K	0.08%	0.00%	New	Q2 2026
PANWPalo Alto Networks Inc	$864K	0.08%	0.00%	+8.8%	Q1 2025
ANETArista Networks, Inc.	$830K	0.08%	0.00%	Not reported	Q1 2025
MAMastercard Inc	$804K	0.08%	0.00%	+97.1%	Q1 2014
MXCTMaxcyte, Inc.	$772K	0.07%	0.59%	+30.3%	Q1 2026
COSTCostco Wholesale Corp	$740K	0.07%	0.00%	+88.3%	Q2 2017
CDNSCadence Design Systems Inc	$725K	0.07%	0.00%	+19.1%	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$721K	0.07%	0.00%	New	Q2 2026
GLWCorning Inc	$690K	0.07%	0.00%	New	Q2 2026
APHAmphenol Corp	$621K	0.06%	0.00%	New	Q2 2026
AMRNAmarin Corp Plc\uk	$593K	0.06%	0.01%	Not reported	Q2 2025
GSGoldman Sachs Group Inc	$573K	0.06%	0.00%	New	Q2 2026
VVisa Inc.	$564K	0.05%	0.00%	Not reported	Q1 2020
NFLXNetflix Inc	$547K	0.05%	0.00%	+63.1%	Q1 2025
JPMJPMorgan Chase & Co	$530K	0.05%	0.00%	Not reported	Q1 2015
LLYELI LILLY & Co	$521K	0.05%	0.00%	-10.7%	Q1 2025
HEIHeico Corp	$463K	0.04%	0.00%	Not reported	Q1 2020

Q1 2026Reported May 14, 202668 positions
BOKFBok Financial Corp	$431M	48.76%	5.53%	Not reported	Q2 2013
EEExcelerate Energy, Inc.	$262M	29.73%	Not reported	Not reported	Q2 2022
SPYSPDR S&P 500 ETF Trust	$25.7M	2.92%	Not reported	Not reported	Q1 2025
ASPNAspen Aerogels Inc	$10.8M	1.23%	3.82%	Not reported	Q2 2014
JBLJabil Inc	$6.76M	0.77%	0.02%	-26.1%	Q1 2023
TDGTransDigm Group INC	$3.94M	0.45%	0.01%	+0.2%	Q1 2025
INTAIntapp, Inc.	$3.79M	0.43%	0.19%	+10.3%	Q3 2023
FROGJFrog Ltd	$3.59M	0.41%	0.06%	-30.8%	Q1 2023
PCORProcore Technologies, Inc.	$2.99M	0.34%	0.03%	+0.3%	Q3 2024
NOWServiceNow, Inc.	$2.92M	0.33%	0.00%	+0.3%	Q3 2020
TYLTyler Technologies Inc	$2.64M	0.30%	0.02%	+79.7%	Q3 2020
TWTradeweb Markets Inc.	$2.59M	0.29%	22047.00%	+0.3%	Q1 2025
DSGXDescartes Systems Group Inc	$1.73M	0.20%	0.03%	+24.0%	Q3 2020
ALKTAlkami Technology, Inc.	$1.66M	0.19%	0.10%	-31.7%	Q1 2025
BOCBOSTON OMAHA Corp	$1.65M	0.19%	0.47%	Not reported	Q1 2018
TBLATaboola.com Ltd.	$1.56M	0.18%	0.15%	Not reported	Q1 2022
CLBTCellebrite DI Ltd.	$1.44M	0.16%	0.04%	New	Q1 2026
HURCHurco Companies Inc	$1.19M	0.13%	1.25%	+13.6%	Q2 2024
LRCXLam Research Corp	$1.18M	0.13%	0.00%	Not reported	Q1 2025
KLACKla Corp	$848K	0.10%	0.00%	Not reported	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$806K	0.09%	0.00%	Not reported	Q1 2025
GOOGLAlphabet Inc.	$731K	0.08%	0.00%	Not reported	Q2 2020
AVGOBroadcom Inc.	$708K	0.08%	0.00%	Not reported	Q1 2025
MPWRMonolithic Power Systems, Inc.	$707K	0.08%	0.00%	Not reported	Q1 2025
UNHUnitedhealth Group Inc	$648K	0.07%	0.00%	Not reported	Q1 2023
NVDANvidia Corp	$615K	0.07%	0.00%	Not reported	Q1 2025
ANETArista Networks, Inc.	$600K	0.07%	0.00%	Not reported	Q1 2025
TJXTJX Companies Inc	$545K	0.06%	0.00%	Not reported	Q1 2025
ETNEaton Corp plc	$510K	0.06%	0.00%	Not reported	Q1 2025
AAPLApple Inc.	$484K	0.05%	0.00%	Not reported	Q1 2025
TTTrane Technologies plc	$484K	0.05%	0.00%	Not reported	Q1 2025
WKWorkiva Inc	$474K	0.05%	Not reported	+0.5%	Q3 2020
NFLXNetflix Inc	$452K	0.05%	0.00%	Not reported	Q1 2025
CDNSCadence Design Systems Inc	$451K	0.05%	0.00%	Not reported	Q1 2025
AMZNAmazon Com Inc	$449K	0.05%	0.00%	Not reported	Q2 2022
LINLinde PLC	$449K	0.05%	0.00%	Not reported	Q1 2025
LLYELI LILLY & Co	$447K	0.05%	0.00%	Not reported	Q1 2025
ORLYO Reilly Automotive Inc	$438K	0.05%	0.00%	Not reported	Q1 2025
WMWaste Management Inc	$429K	0.05%	0.00%	Not reported	Q1 2025
COSTCostco Wholesale Corp	$419K	0.05%	0.00%	Not reported	Q2 2017
BRK.BBerkshire Hathaway Inc	$407K	0.05%	Not reported	Not reported	Q1 2016
AZOAutozone Inc	$402K	0.05%	0.00%	Not reported	Q1 2025
TMOThermo Fisher Scientific Inc.	$401K	0.05%	0.00%	Not reported	Q2 2021
DHIHorton D R Inc	$399K	0.05%	0.00%	Not reported	Q1 2025
MAMastercard Inc	$397K	0.04%	0.00%	Not reported	Q1 2014
MCOMoodys Corp	$394K	0.04%	0.00%	Not reported	Q2 2016
MSCIMSCI Inc.	$393K	0.04%	0.00%	Not reported	Q2 2020
METAMeta Platforms, Inc.	$392K	0.04%	Not reported	Not reported	Q3 2018
VRTXVertex Pharmaceuticals Inc / Ma	$388K	0.04%	0.00%	Not reported	Q1 2025
MSFTMicrosoft Corp	$384K	0.04%	0.00%	Not reported	Q1 2014

Q4 2025Reported Feb 10, 202666 positions
BOKFBok Financial Corp	$398M	53.30%	5.55%	Not reported	Q2 2013
EEExcelerate Energy, Inc.	$220M	29.48%	Not reported	Not reported	Q2 2022
SPYSPDR S&P 500 ETF Trust	$27M	3.61%	Not reported	Not reported	Q1 2025
ASPNAspen Aerogels Inc	$8.96M	1.20%	3.83%	Not reported	Q2 2014
JBLJabil Inc	$7.86M	1.05%	0.03%	+1.4%	Q1 2023
FROGJFrog Ltd	$6.91M	0.93%	0.09%	+0.5%	Q1 2023
INTAIntapp, Inc.	$6.13M	0.82%	0.17%	Not reported	Q3 2023
TDGTransDigm Group INC	$4.51M	0.60%	0.01%	+0.4%	Q1 2025
NOWServiceNow, Inc.	$4.27M	0.57%	0.00%	+0.4%	Q3 2020
PCORProcore Technologies, Inc.	$3.8M	0.51%	0.03%	+0.5%	Q3 2024
ALKTAlkami Technology, Inc.	$3.57M	0.48%	0.15%	Not reported	Q1 2025
TWTradeweb Markets Inc.	$2.36M	0.32%	21983.00%	+0.6%	Q1 2025
TYLTyler Technologies Inc	$1.95M	0.26%	0.01%	+1.7%	Q3 2020
BOCBOSTON OMAHA Corp	$1.74M	0.23%	0.47%	Not reported	Q1 2018
DSGXDescartes Systems Group Inc	$1.71M	0.23%	0.02%	Not reported	Q3 2020
HURCHurco Companies Inc	$1.1M	0.15%	1.11%	+57.8%	Q2 2024
LRCXLam Research Corp	$944K	0.13%	0.00%	Not reported	Q1 2025
GOOGLAlphabet Inc.	$795K	0.11%	0.00%	Not reported	Q2 2020
AVGOBroadcom Inc.	$792K	0.11%	0.00%	Not reported	Q1 2025
UNHUnitedhealth Group Inc	$791K	0.11%	0.00%	Not reported	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$725K	0.10%	0.00%	Not reported	Q1 2025
KLACKla Corp	$700K	0.09%	0.00%	Not reported	Q1 2025
WKWorkiva Inc	$683K	0.09%	Not reported	+39.2%	Q3 2020
NVDANvidia Corp	$658K	0.09%	0.00%	Not reported	Q1 2025
ANETArista Networks, Inc.	$640K	0.09%	0.00%	Not reported	Q1 2025
MPWRMonolithic Power Systems, Inc.	$586K	0.08%	0.00%	Not reported	Q1 2025
TJXTJX Companies Inc	$524K	0.07%	0.00%	Not reported	Q1 2025
LLYELI LILLY & Co	$522K	0.07%	0.00%	Not reported	Q1 2025
AAPLApple Inc.	$519K	0.07%	0.00%	Not reported	Q1 2025
CDNSCadence Design Systems Inc	$507K	0.07%	0.00%	Not reported	Q1 2025
MSFTMicrosoft Corp	$502K	0.07%	0.00%	Not reported	Q1 2014
AMZNAmazon Com Inc	$498K	0.07%	0.00%	Not reported	Q2 2022
TMOThermo Fisher Scientific Inc.	$472K	0.06%	0.00%	Not reported	Q2 2021
AXONAxon Enterprise, Inc.	$467K	0.06%	0.00%	Not reported	Q1 2025
MCOMoodys Corp	$462K	0.06%	0.00%	Not reported	Q2 2016
ISRGIntuitive Surgical Inc	$454K	0.06%	0.00%	Not reported	Q1 2025
ETNEaton Corp plc	$454K	0.06%	0.00%	Not reported	Q1 2025
INTUIntuit Inc.	$454K	0.06%	0.00%	Not reported	Q1 2025
MAMastercard Inc	$453K	0.06%	0.00%	Not reported	Q1 2014
BXBlackstone Inc.	$453K	0.06%	0.00%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$453K	0.06%	Not reported	Not reported	Q3 2018
TTTrane Technologies plc	$452K	0.06%	0.00%	Not reported	Q1 2025
NFLXNetflix Inc	$441K	0.06%	0.00%	Not reported	Q1 2025
ORLYO Reilly Automotive Inc	$432K	0.06%	0.00%	Not reported	Q1 2025
SPGIS&P Global Inc.	$432K	0.06%	0.00%	Not reported	Q1 2017
SNPSSynopsys Inc	$430K	0.06%	0.00%	Not reported	Q1 2025
PANWPalo Alto Networks Inc	$429K	0.06%	0.00%	Not reported	Q1 2025
BRK.BBerkshire Hathaway Inc	$427K	0.06%	Not reported	Not reported	Q1 2016
DHIHorton D R Inc	$418K	0.06%	0.00%	Not reported	Q1 2025
MSCIMSCI Inc.	$418K	0.06%	0.00%	Not reported	Q2 2020

Q3 2025Reported Nov 12, 202567 positions
BOKFBok Financial Corp	$375M	52.57%	5.32%	Not reported	Q2 2013
EEExcelerate Energy, Inc.	$198M	27.76%	Not reported	Not reported	Q2 2022
SPYSPDR S&P 500 ETF Trust	$26.4M	3.70%	Not reported	Not reported	Q1 2025
ASPNAspen Aerogels Inc	$22M	3.09%	3.84%	Not reported	Q2 2014
JBLJabil Inc	$7.38M	1.04%	0.03%	Not reported	Q1 2023
INTAIntapp, Inc.	$5.47M	0.77%	0.16%	+30.1%	Q3 2023
FROGJFrog Ltd	$5.21M	0.73%	0.09%	Not reported	Q1 2023
NOWServiceNow, Inc.	$5.08M	0.71%	0.00%	Not reported	Q3 2020
TDGTransDigm Group INC	$4.45M	0.62%	0.01%	Not reported	Q1 2025
ALKTAlkami Technology, Inc.	$3.84M	0.54%	0.15%	+35.5%	Q1 2025
PCORProcore Technologies, Inc.	$3.8M	0.53%	0.03%	+124.7%	Q3 2024
TWTradeweb Markets Inc.	$2.42M	0.34%	21848.00%	Not reported	Q1 2025
TYLTyler Technologies Inc	$2.21M	0.31%	0.01%	Not reported	Q3 2020
BOCBOSTON OMAHA Corp	$1.84M	0.26%	0.47%	Not reported	Q1 2018
DSGXDescartes Systems Group Inc	$1.83M	0.26%	0.02%	-44.3%	Q3 2020
ALTIAlTi Global, Inc.	$1.04M	0.15%	0.68%	New	Q3 2025
UNHUnitedhealth Group Inc	$827K	0.12%	0.00%	Not reported	Q1 2023
HURCHurco Companies Inc	$782K	0.11%	0.70%	Not reported	Q2 2024
AVGOBroadcom Inc.	$755K	0.11%	0.00%	Not reported	Q1 2025
LRCXLam Research Corp	$738K	0.10%	0.00%	Not reported	Q1 2025
ANETArista Networks, Inc.	$712K	0.10%	0.00%	Not reported	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$666K	0.09%	0.00%	Not reported	Q1 2025
NVDANvidia Corp	$658K	0.09%	0.00%	Not reported	Q1 2025
KLACKla Corp	$621K	0.09%	0.00%	Not reported	Q1 2025
GOOGLAlphabet Inc.	$618K	0.09%	0.00%	Not reported	Q2 2020
MPWRMonolithic Power Systems, Inc.	$596K	0.08%	0.00%	Not reported	Q1 2025
AXONAxon Enterprise, Inc.	$591K	0.08%	0.00%	Not reported	Q1 2025
CDNSCadence Design Systems Inc	$570K	0.08%	0.00%	Not reported	Q1 2025
NFLXNetflix Inc	$563K	0.08%	0.00%	Not reported	Q1 2025
MSFTMicrosoft Corp	$538K	0.08%	0.00%	Not reported	Q1 2014
ETNEaton Corp plc	$533K	0.07%	0.00%	Not reported	Q1 2025
ORLYO Reilly Automotive Inc	$511K	0.07%	0.00%	Not reported	Q1 2025
AZOAutozone Inc	$511K	0.07%	0.00%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$504K	0.07%	Not reported	Not reported	Q3 2018
BXBlackstone Inc.	$502K	0.07%	0.00%	Not reported	Q1 2025
TJXTJX Companies Inc	$493K	0.07%	0.00%	Not reported	Q1 2025
DHIHorton D R Inc	$492K	0.07%	0.00%	Not reported	Q1 2025
TTTrane Technologies plc	$490K	0.07%	0.00%	Not reported	Q1 2025
WKWorkiva Inc	$489K	0.07%	Not reported	Not reported	Q3 2020
AAPLApple Inc.	$486K	0.07%	0.00%	Not reported	Q1 2025
PANWPalo Alto Networks Inc	$474K	0.07%	0.00%	Not reported	Q1 2025
AMZNAmazon Com Inc	$473K	0.07%	0.00%	Not reported	Q2 2022
MELIMercadolibre Inc	$472K	0.07%	0.00%	Not reported	Q1 2025
INTUIntuit Inc.	$468K	0.07%	0.00%	Not reported	Q1 2025
SNPSSynopsys Inc	$452K	0.06%	0.00%	Not reported	Q1 2025
MAMastercard Inc	$452K	0.06%	0.00%	Not reported	Q1 2014
HDHome Depot, Inc.	$439K	0.06%	0.00%	Not reported	Q1 2025
MCOMoodys Corp	$431K	0.06%	0.00%	Not reported	Q2 2016
LINLinde PLC	$430K	0.06%	0.00%	Not reported	Q1 2025
BRK.BBerkshire Hathaway Inc	$427K	0.06%	Not reported	Not reported	Q1 2016

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