David Swensen

Last Update: 02-11-2015

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 Index (ETF) 2010-12-31 Add4.84%$51.39 - $56.92
($54.4)
$ 93.0242%Add 144.23%127,000
GS Goldman Sachs Group Inc 2010-12-31 Buy 1.11%$146.57 - $171.07
($161.71)
$ 197.9918%New holding5,956
GHDX Genomic Health Inc 2010-12-31 Buy 0.93%$13.18 - $23.52
($17.74)
$ 30.5942%New holding38,243
SVVS 2010-12-31 Buy 0.6%$19.18 - $27.8
($24.13)
$ N/ANew holding20,475
BIOD Biodel Inc 2010-12-31 Sold Out $6.44 - $19.08
($10.24)
$ 1.14-798%Sold Out0
GRIF Griffin Land & Nurseries Inc 2010-12-31 Sold Out $24.52 - $32.65
($28.09)
$ 32.3013%Sold Out0
INFN Infinera Corp 2010-12-31 Sold Out $7.95 - $12.45
($9.56)
$ 20.1553%Sold Out0
OPEN OpenTable Inc 2010-12-31 Sold Out $56.91 - $73.72
($67.06)
$ 0.00N/ASold Out0
TDI Telephone and Data Systems, Inc. Sr Nt 2010-12-31 Sold Out $24.02 - $25.12
($24.66)
$ 25.252%Sold Out0
XTXI 2010-12-31 Sold Out $7.82 - $9.78
($8.79)
$ N/ASold Out0
BIOD Biodel Inc 2009-12-31 Buy 11.73%$14.16 - $21.04
($16.88)
$ 1.14-1381%New holding903,400
GRIF Griffin Land & Nurseries Inc 2009-12-31 Buy 0.87%$27.31 - $32
($29.41)
$ 32.309%New holding10,000
CELG Celgene Corp 2009-12-31 Sold Out $25.11 - $28.66
($27.12)
$ 118.7177%Sold Out0
JPM JPMorgan Chase & Co 2009-12-31 Sold Out $40.27 - $47.16
($43.11)
$ 62.6031%Sold Out0
DEI Douglas Emmett Inc 2009-09-30 Sold Out -47.06%$7.93 - $13.87
($11.08)
$ 29.4162%Sold Out0
AKR Acadia Realty Trust 2009-09-30 Sold Out -37.68%$11.81 - $16.27
($14.27)
$ 32.5756%Sold Out0
EFA iShares MSCI EAFE Index Fund (ETF) 2009-09-30 Reduce-15.32%$44.01 - $55.77
($50.72)
$ 67.4025%Reduce -72.97%20,000
RAX Rackspace Hosting Inc 2009-09-30 Buy 6.76%$12.24 - $18.33
($14.38)
$ 54.6474%New holding20,662
JPM JPMorgan Chase & Co 2009-09-30 Buy 4.2%$32.34 - $46.47
($40.41)
$ 62.6035%New holding5,000
INFN Infinera Corp 2009-09-30 Sold Out -2.58%$6.77 - $9
($7.64)
$ 20.1562%Sold Out0
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:

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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