David Swensen

Last Update: 02-13-2017

Number of Stocks: 10
Number of New Stocks: 7

Total Value: $591 Mil
Q/Q Turnover: 33%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2016-12-31.

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
DWRE Demandware Inc 2013-06-30 Sold Out -1.6%$24.94 - $42.41
($30.3)
$ 74.97147%Sold Out0
CRM Salesforce.com Inc 2013-06-30 Buy 0.68%$36.75 - $47.01
($41.27)
$ 83.61103%New holding9,092
PANW Palo Alto Networks Inc 2013-03-31 Buy 28.3%$47.23 - $61.13
($54.89)
$ 116.56112%New holding76,020
BEN Franklin Resources Inc 2013-03-31 Sold Out -6.7%$43.26 - $50.27
($46.97)
$ 43.54-7%Sold Out0
GHDX Genomic Health Inc 2013-03-31 Sold Out -2.8%$26.72 - $29.65
($28.5)
$ 30.918%Sold Out0
DWRE Demandware Inc 2013-03-31 Buy 1.6%$24.06 - $33.76
($27.72)
$ 74.97170%New holding9,800
SPLK Splunk Inc 2013-03-31 Add0.65%$28.88 - $40.03
($34.87)
$ 63.3982%Add 2.43%103,427
DEI Douglas Emmett Inc 2013-03-31 Sold Out -0.56%$23.29 - $25.32
($24.16)
$ 40.4367%Sold Out0
HNRG Hallador Energy Co 2013-03-31 Add0.43%$6.9 - $8.35
($7.79)
$ 8.8914%Add 24.27%48,739
EFA iShares MSCI EAFE 2012-12-31 Buy 48.2%$51.95 - $56.86
($54.39)
$ 61.0912%New holding314,000
CRI Carter's Inc 2012-12-31 Sold Out -32.9%$50.3 - $55.26
($52.89)
$ 88.1367%Sold Out0
VWO Vanguard FTSE Emerging Markets 2012-12-31 Buy 16.8%$40.44 - $44.11
($42.23)
$ 39.28-7%New holding140,000
PODD Insulet Corp 2012-12-31 Sold Out -7.9%$19.13 - $22.15
($21.27)
$ 45.61114%Sold Out0
SPLK Splunk Inc 2012-12-31 Buy 7.9%$26.3 - $36.05
($29.38)
$ 63.39116%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)
$ 43.541%New holding58,950
GHDX Genomic Health Inc 2012-12-31 Buy 2.8%$26.42 - $36.8
($30.13)
$ 30.913%New holding37,861
MMC Marsh & McLennan Companies Inc 2012-12-31 Sold Out -0.95%$33.19 - $35.78
($34.61)
$ 74.67116%Sold Out0
HNRG Hallador Energy Co 2012-12-31 Buy 0.87%$8.03 - $10.11
($8.77)
$ 8.891%New holding39,219
EFA iShares MSCI EAFE 2012-09-30 Sold Out -55.1%$47.51 - $55.26
($51.34)
$ 61.0919%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.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

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)
VWO12,445,600445,304
EWY1,279,00068,068
AR2,320,05154,869
EFA274,00015,818
SPY15,0003,353
GOOG3,2872,537
AET2,240278
C4,098244
BAC9,500210
FIS3,160239
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Energy 9.3% 9.3%
Financial Services 0.1% 0.1%
Healthcare 0.1% 0.1%
Consumer Defensive 0% 0%
Technology 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)