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
FXI iShares FTSE/Xinhua China 25 Index (ETF) 2015-09-30 Buy 29.59%$33.58 - $45.81
($38.9)
$ 29.73-24%New holding2,703,700
ALXN Alexion Pharmaceuticals Inc 2015-09-30 Sold Out -16.37%$145.6 - $207.84
($182.41)
$ 142.28-22%Sold Out0
EFA iShares MSCI EAFE Index Fund (ETF) 2015-09-30 Reduce-8.9%$56.25 - $65.47
($61.71)
$ 53.81-13%Reduce -20.67%1,895,400
LC LendingClub Corp 2015-09-30 Sold Out -1.82%$11.67 - $15.01
($13.58)
$ 7.00-48%Sold Out0
PANW Palo Alto Networks Inc 2015-09-30 Buy 1.8%$155.01 - $197.09
($177.02)
$ 127.51-28%New holding33,927
VWO Vanguard MSCI Emerging Markets ETF 2015-09-30 Add1.55%$31.96 - $41.07
($36.34)
$ 30.29-17%Add 4.67%3,410,000
AR Antero Resources Corp 2015-09-30 Sold Out -0.88%$20.2 - $33.61
($26.67)
$ 27.172%Sold Out0
INGN Inogen Inc 2015-09-30 Sold Out -0.11%$41.8 - $54.85
($47.39)
$ 30.81-35%Sold Out0
ATRA Atara Biotherapeutics Inc 2015-09-30 Buy 0.09%$31.44 - $63.11
($48.87)
$ 17.16-65%New holding9,260
JPM JPMorgan Chase & Co 2015-09-30 Buy 0.08%$59.84 - $70.08
($65.57)
$ 57.75-12%New holding4,000
TSRO Tesaro Inc 2015-09-30 Buy 0.08%$38.97 - $65.8
($54.68)
$ 35.49-35%New holding6,238
CORT Corcept Therapeutics Inc 2015-09-30 Buy 0.03%$3.51 - $6.06
($5.07)
$ 3.39-33%New holding22,334
VWO Vanguard MSCI Emerging Markets ETF 2015-06-30 Buy 37.78%$40.34 - $44.56
($42.57)
$ 30.29-29%New holding3,258,000
EFA iShares MSCI EAFE Index Fund (ETF) 2015-06-30 Add27.81%$63.1 - $67.98
($65.54)
$ 53.81-18%Add 182.65%2,389,400
ALXN Alexion Pharmaceuticals Inc 2015-06-30 Buy 16.37%$155.01 - $190.92
($172.58)
$ 142.28-18%New holding319,273
VEEV Veeva Systems Inc 2015-06-30 Sold Out -8.88%$25 - $29
($27.1)
$ 22.45-17%Sold Out0
DWRE Demandware Inc 2015-06-30 Sold Out -6.95%$58.46 - $72.5
($64.34)
$ 37.05-42%Sold Out0
TWTR Twitter Inc 2015-06-30 Sold Out -2.49%$34.21 - $52.87
($41.02)
$ 15.72-62%Sold Out0
LC LendingClub Corp 2015-06-30 Buy 1.82%$14.54 - $19.65
($17.91)
$ 7.00-61%New holding434,566
XENT Intersect ENT Inc 2015-06-30 Sold Out -1.58%$23.22 - $29.61
($26.2)
$ 17.08-35%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.

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David Swensen's Current Portfolio:

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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:

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