David Swensen

Last Update: 2014-08-08

Number of Stocks: 6
Number of New Stocks: 4

Total Value: $81 Mil
Q/Q Turnover: 34%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

David Swensen Latest Trades these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
EFA iShares MSCI EAFE In... 2014-06-30 Add22.48%$66.26 - $70.67
($68.52)
$ 65.22-5%Add 40.92%923,000
WDAY Workday Inc 2014-06-30 Buy 8.5%$67.06 - $95.28
($78.53)
$ 84.267%New holding, 77093 sh.77,093
TWTR Twitter Inc 2014-06-30 Buy 2.5%$30.5 - $46.98
($37.8)
$ 52.539%New holding, 50405 sh.50,405
IWM iShares Russell 2000... 2014-06-30 Buy 0.35%$108.88 - $118.4
($113.45)
$ 112.45-1%New holding, 2406 sh.2,406
IWR iShares Russell Midc... 2014-06-30 Buy 0.27%$148.72 - $161.9
($155.78)
$ 161.224%New holding, 1348 sh.1,348
VWO Vanguard MSCI Emergi... 2014-06-30 Reduce-67.48%$40.46 - $43.86
($42.12)
$ 43.182%Reduce -93.46%206,000
PANW Palo Alto Networks I... 2014-06-30 Sold Out -2%$58.51 - $81.21
($69.81)
$ 97.4240%Sold Out0
COTY Coty Inc 2014-06-30 Sold Out -0.76%$15 - $17.85
($16.22)
$ 17.317%Sold Out0
SLB Schlumberger NV 2014-06-30 Sold Out -0.22%$97.1 - $117.8
($102.81)
$ 102.720%Sold Out0
MCEP Mid-Con Energy Partn... 2014-06-30 Sold Out -0.01%$21.14 - $23.23
($22.19)
$ 21.93-1%Sold Out0
VWO Vanguard MSCI Emergi... 2014-03-31 Add56.48%$36.67 - $41.14
($38.88)
$ 43.1811%Add 359.18%3,150,000
EFA iShares MSCI EAFE In... 2014-03-31 Add15.52%$62.31 - $68.03
($66.12)
$ 65.22-1%Add 165.4%655,000
COTY Coty Inc 2014-03-31 Add0.42%$13.25 - $15.85
($14.64)
$ 17.3118%Add 125.51%89,784
SLB Schlumberger NV 2014-03-31 Buy 0.22%$86.16 - $97.57
($90.33)
$ 102.7214%New holding, 3000 sh.3,000
MCEP Mid-Con Energy Partn... 2014-03-31 Buy 0.01%$21.85 - $24.13
($22.93)
$ 21.93-4%New holding, 10213 sh.10,213
PGTI PGT Inc 2014-03-31 Sold Out -7.7%$10.12 - $12.26
($11.16)
$ 9.81-12%Sold Out0
GOGO Gogo Inc 2014-03-31 Sold Out -2.6%$18.85 - $26.25
($22.16)
$ 18.37-17%Sold Out0
AREX Approach Resources I... 2014-03-31 Sold Out -2.3%$18.46 - $23.08
($20.44)
$ 15.3-25%Sold Out0
PANW Palo Alto Networks I... 2014-03-31 Reduce-2.05%$55.66 - $79.82
($67.72)
$ 97.4244%Reduce -28.42%50,891
KSU Kansas City Southern... 2014-03-31 Sold Out -0.54%$91.12 - $123.83
($103.79)
$ 119.5815%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)
EFA923,00063,106
VWO206,0008,885
WDAY77,0936,927
TWTR50,4052,065
IWM2,406286
IWR1,348219
MCEP00
COTY00
PANW00
SLB00
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Industrials 0% 0%
Energy 0% 0%
» More Sector Weightings

David Swensen's News:

» More Related News


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