David Swensen

Last Update: 11-14-2016

Number of Stocks: 6
Number of New Stocks: 1

Total Value: $457 Mil
Q/Q Turnover: 74%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Swensen Latest Trades 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
VWO Vanguard FTSE Emerging Markets 2016-09-30 Add72.63%$34.64 - $38.76
($37.21)
$ 36.01-3%Add 1631.03%9,351,000
AR Antero Resources Corp 2016-09-30 Reduce-36.46%$25.46 - $28.04
($26.63)
$ 26.52-0%Reduce -60.92%3,468,136
EFA iShares MSCI EAFE 2016-09-30 Reduce-27.08%$54.42 - $59.86
($57.96)
$ 57.27-1%Reduce -96.54%67,000
FXI iShares China Large-Cap 2016-09-30 Sold Out -6.67%$33.46 - $39.02
($36.66)
$ 37.262%Sold Out0
CRM Salesforce.com Inc 2016-09-30 Buy 1.33%$70.05 - $82.55
($77.99)
$ 70.80-9%New holding85,259
SPY SPDR S&P 500 2016-09-30 Sold Out -0.13%$208.41 - $219.09
($216.09)
$ 221.002%Sold Out0
DEI Douglas Emmett Inc 2016-09-30 Sold Out -0.11%$35.1 - $38.47
($36.99)
$ 36.90-0%Sold Out0
FXI iShares China Large-Cap 2016-06-30 Reduce-30.23%$31.24 - $35.12
($33.22)
$ 37.2612%Reduce -80.91%750,789
EFA iShares MSCI EAFE 2016-06-30 Buy 28.05%$52.63 - $59.87
($57.55)
$ 57.27-0%New holding1,935,900
VWO Vanguard FTSE Emerging Markets 2016-06-30 Buy 4.94%$32.44 - $35.77
($34.16)
$ 36.015%New holding540,200
CRM Salesforce.com Inc 2016-06-30 Sold Out -0.95%$73.81 - $83.77
($78.42)
$ 70.80-10%Sold Out0
AR Antero Resources Corp 2016-06-30 Add0.9%$24.73 - $30.1
($27.23)
$ 26.52-3%Add 1.52%8,874,073
AVA Avista Corp 2016-06-30 Sold Out -0.48%$38.7 - $44.8
($40.97)
$ 40.61-1%Sold Out0
TPB Turning Point Brands Inc 2016-06-30 Buy 0.19%$7.24 - $11.94
($9.87)
$ 14.4847%New holding71,458
SPY SPDR S&P 500 2016-06-30 Buy 0.13%$199.6 - $212.37
($207.5)
$ 221.007%New holding2,329
DEI Douglas Emmett Inc 2016-06-30 Buy 0.11%$30.11 - $35.52
($32.88)
$ 36.9012%New holding11,663
RUN Sunrun Inc 2016-06-30 Buy 0.07%$5.22 - $8.39
($6.61)
$ 5.32-20%New holding46,200
TDOC Teladoc Inc 2016-06-30 Sold Out -0.05%$9.58 - $16.02
($11.63)
$ 18.4559%Sold Out0
FXI iShares China Large-Cap 2016-03-31 Add37.06%$28.44 - $35.29
($31.39)
$ 37.2619%Add 12422.93%3,932,200
VWO Vanguard FTSE Emerging Markets 2016-03-31 Sold Out -36.63%$28.55 - $34.62
($31.35)
$ 36.0115%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.

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David Swensen's Current Portfolio:

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David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Energy 20.5% 20.5%
Consumer Defensive 0.2% 0.2%
Real Estate 0% 0%
» More Sector Weightings

David Swensen's News:

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