David Swensen

Last Update: 08-11-2016

Number of Stocks: 8
Number of New Stocks: 6

Total Value: $385 Mil
Q/Q Turnover: 34%

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:
TickerupCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AR Antero Resources Corp 2016-06-30 Add0.9%$24.73 - $30.1
($27.23)
$ 25.68-6%Add 1.52%8,874,073
FXI iShares China Large-Cap 2016-03-31 Add37.06%$28.44 - $35.29
($31.39)
$ 38.0021%Add 12422.93%3,932,200
VWO Vanguard FTSE Emerging Markets 2015-12-31 Add3.85%$31.41 - $36.23
($34.28)
$ 37.6210%Add 11.74%3,810,300
VWO Vanguard FTSE Emerging Markets 2015-09-30 Add1.55%$31.96 - $41.07
($36.34)
$ 37.624%Add 4.67%3,410,000
EFA iShares MSCI EAFE 2015-06-30 Add27.81%$63.1 - $67.98
($65.54)
$ 58.99-10%Add 182.65%2,389,400
EFA iShares MSCI EAFE 2014-12-31 Add55.74%$59.53 - $64.51
($62.07)
$ 58.99-5%Add 151.64%1,965,343
INGN Inogen Inc 2014-12-31 Add0.19%$19.68 - $31.46
($24.18)
$ 59.50146%Add 32.57%32,365
EFA iShares MSCI EAFE 2014-06-30 Add22.48%$66.26 - $70.67
($68.52)
$ 58.99-14%Add 40.92%923,000
COTY Coty Inc 2014-03-31 Add0.42%$13.25 - $15.85
($14.64)
$ 23.4560%Add 125.51%89,784
EFA iShares MSCI EAFE 2014-03-31 Add15.52%$62.31 - $68.03
($66.12)
$ 58.99-11%Add 165.40%655,000
VWO Vanguard FTSE Emerging Markets 2014-03-31 Add56.48%$36.67 - $41.14
($38.88)
$ 37.62-3%Add 359.18%3,150,000
EFA iShares MSCI EAFE 2013-09-30 Add14.41%$57.55 - $65.05
($61.2)
$ 58.99-4%Add 57.01%588,800
VWO Vanguard FTSE Emerging Markets 2013-09-30 Add6.96%$37.19 - $42.97
($39.49)
$ 37.62-5%Add 31.42%686,000
EFA iShares MSCI EAFE 2013-06-30 Add41.15%$57.03 - $63.53
($60.47)
$ 58.99-2%Add 4834.21%375,000
PANW Palo Alto Networks Inc 2013-06-30 Add4.73%$39.56 - $56.43
($49.95)
$ 151.90204%Add 75.31%133,269
HNRG Hallador Energy Co 2013-03-31 Add0.43%$6.9 - $8.35
($7.79)
$ 8.124%Add 24.27%48,739
SPLK Splunk Inc 2013-03-31 Add0.65%$28.88 - $40.03
($34.87)
$ 58.7068%Add 2.43%103,427
AREX Approach Resources Inc 2012-06-30 Add7.37%$23.08 - $38.25
($30.62)
$ 2.69-91%Add 208.36%69,217
EFA iShares MSCI EAFE 2012-06-30 Add38.79%$46.95 - $55.15
($50.58)
$ 58.9917%Add 237.74%179,000
SPY SPDR S&P 500 2012-06-30 Add12.6%$128.18 - $141.59
($135.19)
$ 215.5759%Add 100.00%30,000
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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.

» More Profile & Performance

David Swensen's Current Portfolio:

Ticker Shares Value ($1000)
AR8,874,073230,549
EFA1,935,900108,058
FXI750,78925,692
VWO540,20019,031
TPB71,458734
SPY2,329488
DEI11,663414
RUN46,200274
CRM00
AVA00
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Energy 59.8% 59.8%
Consumer Defensive 0.2% 0.2%
Real Estate 0.1% 0.1%
Utilities 0% 0%
» More Sector Weightings

David Swensen's News:

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