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:
Please Subscribe to see portfolio changes after 2016-09-30.

Plans start from as little as $349/year. 7-Day FREE TRIAL

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
SPLK Splunk Inc 2012-12-31 Buy 7.9%$26.3 - $36.05
($29.38)
$ 56.5392%New holding100,969
QIHU Qihoo 360 Technology Co Ltd 2012-12-31 Sold Out -7.3%$20.32 - $27.44
($23.7)
$ 76.92225%Sold Out0
BEN Franklin Resources Inc 2012-12-31 Buy 6.7%$41.55 - $44.45
($43.03)
$ 41.06-5%New holding58,950
GHDX Genomic Health Inc 2012-12-31 Buy 2.8%$26.42 - $36.8
($30.13)
$ 31.013%New holding37,861
MMC Marsh & McLennan Companies Inc 2012-12-31 Sold Out -0.95%$33.19 - $35.78
($34.61)
$ 69.30100%Sold Out0
HNRG Hallador Energy Co 2012-12-31 Buy 0.87%$8.03 - $10.11
($8.77)
$ 9.316%New holding39,219
EFA iShares MSCI EAFE 2012-09-30 Sold Out -55.1%$47.51 - $55.26
($51.34)
$ 58.5714%Sold Out0
CRI Carter's Inc 2012-09-30 Buy 32.9%$49.66 - $57.44
($53.66)
$ 94.3076%New holding133,101
PODD Insulet Corp 2012-09-30 Buy 7.9%$18.72 - $22.14
($20.75)
$ 37.7182%New holding79,564
QIHU Qihoo 360 Technology Co Ltd 2012-09-30 Buy 7.3%$14.69 - $25.2
($18.82)
$ 76.92309%New holding72,071
WWW Wolverine World Wide Inc 2012-09-30 Sold Out -4.9%$18.91 - $23.9
($22.06)
$ 24.9013%Sold Out0
IMPV Imperva Inc 2012-09-30 Sold Out -2.6%$24.31 - $37.52
($29.95)
$ 37.7026%Sold Out0
MMC Marsh & McLennan Companies Inc 2012-09-30 Buy 0.95%$31.66 - $34.91
($33.41)
$ 69.30107%New holding6,100
VWO Vanguard FTSE Emerging Markets 2012-09-30 Sold Out -0.05%$38.17 - $43.24
($40.58)
$ 36.70-10%Sold Out0
VWO Vanguard FTSE Emerging Markets 2012-06-30 Reduce-76.56%$37.15 - $44.08
($40.23)
$ 36.70-9%Reduce -87.40%326,000
EFA iShares MSCI EAFE 2012-06-30 Add38.79%$46.95 - $55.15
($50.58)
$ 58.5716%Add 237.74%179,000
SPY SPDR S&P 500 2012-06-30 Add12.6%$128.18 - $141.59
($135.19)
$ 225.8467%Add 100.00%30,000
AREX Approach Resources Inc 2012-06-30 Add7.37%$23.08 - $38.25
($30.62)
$ 3.96-87%Add 208.36%69,217
FXI iShares China Large-Cap 2012-06-30 Sold Out -3.6%$31.82 - $38.04
($35.06)
$ 37.427%Sold Out0
IMPV Imperva Inc 2012-06-30 Buy 2.6%$25.73 - $41.91
($32.54)
$ 37.7016%New holding14,687
Premium Real Time Picks are included for Premium Members only!!
*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:

» More Current Portfolio

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:

» More Related News


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)