David Swensen

Last Update: 2015-02-11

Number of Stocks: 5
Number of New Stocks: 3

Total Value: $129 Mil
Q/Q Turnover: 63%

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
OEF iShares S&P 100 Inde... 2010-12-31 Add4.84%$51.39 - $56.92
($54.4)
$ 92.9471%Add 144.23%127,000
GS The Goldman Sachs Gr... 2010-12-31 Buy 1.11%$146.57 - $171.07
($161.71)
$ 189.7917%New holding, 5956 sh.5,956
GHDX Genomic Health Inc. 2010-12-31 Buy 0.93%$13.18 - $23.52
($17.74)
$ 30.471%New holding, 38243 sh.38,243
SVVS SAVVIS Inc. 2010-12-31 Buy 0.6%$19.18 - $27.8
($24.13)
$ 39.564%New holding, 20475 sh.20,475
BIOD Biodel Inc. 2010-12-31 Sold Out $6.44 - $19.08
($10.24)
$ 1.36-87%Sold Out0
XTXI Crosstex Energy Inc. 2010-12-31 Sold Out $7.82 - $9.78
($8.79)
$ 37.6328%Sold Out0
TDI TELEPHONE AND DATA S... 2010-12-31 Sold Out $24.02 - $25.12
($24.66)
$ 25.574%Sold Out0
GRIF Griffin Land & Nurse... 2010-12-31 Sold Out $24.52 - $32.65
($28.09)
$ 32.1314%Sold Out0
INFN Infinera Corp. 2010-12-31 Sold Out $7.95 - $12.45
($9.56)
$ 17.0578%Sold Out0
OPEN OpenTable Inc. 2010-12-31 Sold Out $56.91 - $73.72
($67.06)
$ 102.9554%Sold Out0
BIOD Biodel Inc. 2009-12-31 Buy 11.73%$14.16 - $21.04
($16.88)
$ 1.36-92%New holding, 903400 sh.903,400
GRIF Griffin Land & Nurse... 2009-12-31 Buy 0.87%$27.31 - $32
($29.41)
$ 32.139%New holding, 10000 sh.10,000
CELG Celgene Corp. 2009-12-31 Sold Out $25.11 - $28.66
($27.12)
$ 121.53348%Sold Out0
RAX RACKSPACE HOSTING IN... 2009-09-30 Buy 6.76%$12.24 - $18.33
($14.38)
$ 49.67245%New holding, 20662 sh.20,662
JPM JPMorgan Chase & Co. 2009-09-30 Buy 4.2%$32.34 - $46.47
($40.41)
$ 61.2852%New holding, 5000 sh.5,000
DEI Douglas Emmett Inc. 2009-09-30 Sold Out -47.06%$7.93 - $13.87
($11.08)
$ 28.87161%Sold Out0
AKR Acadia Realty Trust 2009-09-30 Sold Out -37.68%$11.81 - $16.27
($14.27)
$ 34.16139%Sold Out0
EFA iShares MSCI EAFE In... 2009-09-30 Reduce-15.32%$44.01 - $55.77
($50.72)
$ 65.128%Reduce -72.97%20,000
INFN Infinera Corp. 2009-09-30 Sold Out -2.58%$6.77 - $9
($7.64)
$ 17.05123%Sold Out0
TIVO TiVo Inc. 2009-09-30 Sold Out -1.25%$8.6 - $10.98
($10.11)
$ 11.1811%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)
EFA1,965,343119,571
VWO174,0006,963
PBPB109,7621,413
INGN32,3651,015
GE9,690245
NUE00
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 1.1% 1.1%
Healthcare 0.8% 0.8%
Technology 0.2% 0.2%
Basic Materials 0% 0%
» More Sector Weightings

David Swensen's News:

» More Related News


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