David Swensen

Last Update: 11-13-2015

Number of Stocks: 8
Number of New Stocks: 6

Total Value: $324 Mil
Q/Q Turnover: 33%

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
ZIP Zipcar Inc 2012-03-31 Sold Out -0.22%$13.01 - $16.14
($13.59)
$ 0.00-100%Sold Out0
VWO Vanguard MSCI Emerging Markets ETF 2011-12-31 Add36.59%$35.2 - $43.47
($39.5)
$ 29.58-25%Add 74.52%3,939,000
EEM iShares MSCI Emerging Markets Indx (ETF) 2011-12-31 Reduce-32.21%$34.36 - $42.76
($38.76)
$ 29.31-24%Reduce -98.50%36,000
SPY SPDR S&P 500 ETF 2011-12-31 Reduce-18.52%$109.93 - $128.6
($122.62)
$ 185.2751%Reduce -97.24%12,000
EFA iShares MSCI EAFE Index Fund (ETF) 2011-12-31 Reduce-9.06%$46.45 - $55.57
($50.22)
$ 52.144%Reduce -59.95%327,000
TIVO Tivo Inc 2011-12-31 Sold Out -0.31%$8.79 - $11.24
($9.9)
$ 7.51-24%Sold Out0
ZIP Zipcar Inc 2011-12-31 Buy 0.22%$12.43 - $21
($16.83)
$ 0.00-100%New holding28,484
QIHU Qihoo 360 Technology Co Ltd 2011-12-31 Buy 0.19%$14.81 - $21.02
($17.62)
$ 69.60295%New holding21,061
BRK.A Berkshire Hathaway Inc 2011-09-30 Sold Out -37.9287%$100000 - $116640
($108534)
$ 190520.0076%Sold Out0
EEM iShares MSCI Emerging Markets Indx (ETF) 2011-09-30 Buy 32.7%$34.95 - $48.48
($42.7)
$ 29.31-31%New holding2,405,916
VWO Vanguard MSCI Emerging Markets ETF 2011-09-30 Buy 31.33%$36 - $49.51
($43.77)
$ 29.58-32%New holding2,257,000
SPY SPDR S&P 500 ETF 2011-09-30 Add18.12%$112.26 - $135.36
($123.11)
$ 185.2750%Add 1969.30%434,553
BEN Franklin Resources Inc 2011-09-30 Sold Out -15.8853%$31.88 - $45.75
($39.65)
$ 32.45-18%Sold Out0
EFA iShares MSCI EAFE Index Fund (ETF) 2011-09-30 Buy 15.11%$46.66 - $60.58
($53.78)
$ 52.14-3%New holding816,576
TIVO Tivo Inc 2011-09-30 Buy 0.31%$7.19 - $11.22
($9.85)
$ 7.51-24%New holding85,451
EEM iShares MSCI Emerging Markets Indx (ETF) 2011-06-30 Sold Out -51.49%$45.5 - $50.2
($47.86)
$ 29.31-39%Sold Out0
BRK.A Berkshire Hathaway Inc 2011-06-30 Buy 37.93%$110700 - $125360
($118427)
$ 190520.0061%New holding54
SPY SPDR S&P 500 ETF 2011-06-30 Reduce-28.87%$126.81 - $136.43
($131.92)
$ 185.2740%Reduce -92.42%21,000
BEN Franklin Resources Inc 2011-06-30 Buy 15.89%$40.46 - $43.76
($41.78)
$ 32.45-22%New holding60,000
ONE Higher One Holdings Inc 2011-06-30 Buy 11.11%$13.71 - $18.48
($15.68)
$ 3.51-78%New holding97,053
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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)
VWO3,410,000112,837
EFA1,895,400108,645
FXI2,703,70095,900
PANW33,9275,835
ATRA9,260291
TSRO6,238250
JPM4,000244
CORT22,33484
LC00
INGN00
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 0.2% 0.2%
Financial Services 0.1% 0.1%
Energy 0% 0%
» More Sector Weightings

David Swensen's News:

» More Related News


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