David Swensen

Last Update: 2014-08-08

Number of Stocks: 6
Number of New Stocks: 4

Total Value: $81 Mil
Q/Q Turnover: 34%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

David Swensen Latest Trades these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
GRIF Griffin Land & Nurse... 2009-12-31 Buy 0.87%$27.31 - $32
($29.41)
$ 29.30%New holding, 10000 sh.10,000
CELG Celgene Corp. 2009-12-31 Sold Out $25.11 - $28.66
($27.12)
$ 92.05239%Sold Out0
RAX RACKSPACE HOSTING IN... 2009-09-30 Buy 6.76%$12.24 - $18.33
($14.38)
$ 31.62120%New holding, 20662 sh.20,662
JPM JPMorgan Chase & Co. 2009-09-30 Buy 4.2%$32.34 - $46.47
($40.41)
$ 61.2352%New holding, 5000 sh.5,000
DEI Douglas Emmett Inc. 2009-09-30 Sold Out -47.06%$7.93 - $13.87
($11.08)
$ 26.34138%Sold Out0
AKR Acadia Realty Trust 2009-09-30 Sold Out -37.68%$11.81 - $16.27
($14.27)
$ 27.6794%Sold Out0
EFA iShares MSCI EAFE In... 2009-09-30 Reduce-15.32%$44.01 - $55.77
($50.72)
$ 65.6129%Reduce -72.97%20,000
INFN Infinera Corp. 2009-09-30 Sold Out -2.58%$6.77 - $9
($7.64)
$ 11.1546%Sold Out0
TIVO TiVo Inc. 2009-09-30 Sold Out -1.25%$8.6 - $10.98
($10.11)
$ 1329%Sold Out0
ARST ArcSight Inc. 2009-09-30 Sold Out -0.75%$15.19 - $23.95
($19.53)
$ 43.52123%Sold Out0
TIVO TiVo Inc. 2009-06-30 Buy 1.25%$6.55 - $11.44
($8.42)
$ 1354%New holding, 72724 sh.72,724
INFN Infinera Corp. 2009-06-30 Add1.08%$7.93 - $10.38
($8.82)
$ 11.1526%Add 72.11%171,883
ARST ArcSight Inc. 2009-06-30 Buy 0.75%$11.82 - $18.72
($15.67)
$ 43.52178%New holding, 25730 sh.25,730
EEM iMCSI Emerging Marke... 2009-06-30 Sold Out -10.33%$25.63 - $34.64
($30.43)
$ 42.8441%Sold Out0
EFA iShares MSCI EAFE In... 2009-06-30 Reduce-3.25%$38.57 - $49.04
($44.13)
$ 65.6149%Reduce -58.43%74,000
OEF iShares S&P 100 Inde... 2009-06-30 Reduce-2.47%$38.43 - $44.31
($41.82)
$ 89.68114%Reduce -67.09%52,000
OEF iShares S&P 100 Inde... 2009-03-31 Buy 9.51%$32.58 - $41.9
($37.8)
$ 89.68137%New holding, 158000 sh.158,000
AKR Acadia Realty Trust 2009-03-31 Add1.11%$8.74 - $13.55
($10.9)
$ 27.67154%Add 3.89%1,756,795
CXO Concho Resources Inc... 2009-03-31 Sold Out -5.05%$19.82 - $26.35
($23.1)
$ 125.29442%Sold Out0
EFA iShares MSCI EAFE In... 2009-03-31 Reduce-3.34%$32.58 - $43.51
($37.8)
$ 65.6174%Reduce -31.27%178,000
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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)
EFA923,00063,106
VWO206,0008,885
WDAY77,0936,927
TWTR50,4052,065
IWM2,406286
IWR1,348219
MCEP00
COTY00
PANW00
SLB00
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Industrials 0% 0%
Energy 0% 0%
» More Sector Weightings

David Swensen's News:

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