David Swensen

Last Update: 08-11-2016

Number of Stocks: 8
Number of New Stocks: 6

Total Value: $385 Mil
Q/Q Turnover: 34%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Swensen Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
FXI iShares China Large-Cap 2016-06-30 Reduce-30.23%$31.24 - $35.12
($33.22)
$ 37.9214%Reduce -80.91%750,789
CRM Salesforce.com Inc 2016-06-30 Sold Out -0.95%$73.81 - $83.77
($78.42)
$ 71.20-9%Sold Out0
AVA Avista Corp 2016-06-30 Sold Out -0.48%$38.7 - $44.8
($40.97)
$ 42.143%Sold Out0
TDOC Teladoc Inc 2016-06-30 Sold Out -0.05%$9.58 - $16.02
($11.63)
$ 18.0155%Sold Out0
VWO Vanguard FTSE Emerging Markets 2016-03-31 Sold Out -36.63%$28.55 - $34.62
($31.35)
$ 37.3619%Sold Out0
EFA iShares MSCI EAFE 2016-03-31 Sold Out -6.75%$51.38 - $58.72
($55.12)
$ 58.676%Sold Out0
SHBI Shore Bancshares Inc 2016-03-31 Sold Out -0.3%$10.61 - $12.1
($11.33)
$ 11.633%Sold Out0
FXI iShares China Large-Cap 2015-12-31 Reduce-29.25%$33.79 - $39.51
($36.92)
$ 37.923%Reduce -98.84%31,400
EFA iShares MSCI EAFE 2015-12-31 Reduce-26.6%$57.66 - $61.52
($59.83)
$ 58.67-2%Reduce -79.37%391,100
PANW Palo Alto Networks Inc 2015-12-31 Sold Out -1.8%$154.11 - $193.54
($173.37)
$ 156.08-10%Sold Out0
ATRA Atara Biotherapeutics Inc 2015-12-31 Sold Out -0.09%$21 - $39.57
($30.28)
$ 20.66-32%Sold Out0
TSRO Tesaro Inc 2015-12-31 Sold Out -0.08%$40.35 - $52.91
($47.98)
$ 100.58110%Sold Out0
JPM JPMorgan Chase & Co 2015-12-31 Sold Out -0.08%$59.99 - $68.46
($65.22)
$ 65.651%Sold Out0
CORT Corcept Therapeutics Inc 2015-12-31 Sold Out -0.03%$3.6 - $5.36
($4.54)
$ 6.3039%Sold Out0
ALXN Alexion Pharmaceuticals Inc 2015-09-30 Sold Out -16.37%$145.6 - $207.84
($182.41)
$ 120.06-34%Sold Out0
EFA iShares MSCI EAFE 2015-09-30 Reduce-8.9%$56.25 - $65.47
($61.71)
$ 58.67-5%Reduce -20.67%1,895,400
LC LendingClub Corp 2015-09-30 Sold Out -1.82%$11.67 - $15.01
($13.58)
$ 6.08-55%Sold Out0
AR Antero Resources Corp 2015-09-30 Sold Out -0.88%$20.2 - $33.61
($26.67)
$ 26.14-2%Sold Out0
INGN Inogen Inc 2015-09-30 Sold Out -0.11%$41.8 - $54.85
($47.39)
$ 59.0024%Sold Out0
VEEV Veeva Systems Inc 2015-06-30 Sold Out -8.88%$25 - $29
($27.1)
$ 41.4153%Sold Out0
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

David Swensen's Profile:

David Swensen has been the Chief Investment Officer at Yale University since 1985. He is responsible for managing and investing the University's endowment assets and investment funds, which total over $22 billion. Realizing an annual return of more than 17.2% on his investments over the last ten years, Swensen has added more than $16 billion to Yale's coffers. Mr. Swensen also outperformed 99% of U.S.-based mutual funds.

» More Profile & Performance

David Swensen's Current Portfolio:

Ticker Shares Value ($1000)
AR8,874,073230,549
EFA1,935,900108,058
FXI750,78925,692
VWO540,20019,031
TPB71,458734
SPY2,329488
DEI11,663414
RUN46,200274
CRM00
AVA00
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Energy 59.8% 59.8%
Consumer Defensive 0.2% 0.2%
Real Estate 0.1% 0.1%
Utilities 0% 0%
» More Sector Weightings

David Swensen's News:

» More Related News


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