David Swensen

Last Update: 2014-02-12

Number of Stocks: 9
Number of New Stocks: 4

Total Value: $57 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Swensen Bought these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
EFA iShares MSCI EAFE In... 2013-09-30 Add14.41%$57.55 - $65.05
($61.2)
$ 67.5310%Add 57.01%588,800
VWO Vanguard MSCI Emergi... 2013-09-30 Add6.96%$37.19 - $42.97
($39.49)
$ 41.565%Add 31.42%686,000
EFA iShares MSCI EAFE In... 2013-06-30 Add41.15%$57.03 - $63.53
($60.47)
$ 67.5312%Add 4834.21%375,000
PANW Palo Alto Networks I... 2013-06-30 Add4.73%$39.56 - $56.43
($49.95)
$ 69.9640%Add 75.31%133,269
SPLK Splunk Inc 2013-03-31 Add0.65%$28.88 - $40.03
($34.87)
$ 65.8489%Add 2.43%103,427
HNRG Hallador Energy Co 2013-03-31 Add0.43%$6.9 - $8.35
($7.79)
$ 8.8313%Add 24.27%48,739
EFA Ishares Msci Eafe In... 2012-06-30 Add38.79%$46.95 - $55.15
($50.58)
$ 67.5334%Add 237.74%179,000
SPY Spdr S&p 500 Etf 2012-06-30 Add12.6%$128.18 - $141.59
($135.19)
$ 186.3938%Add 100%30,000
AREX Approach Resources I... 2012-06-30 Add7.37%$23.08 - $38.25
($30.62)
$ 19.51-36%Add 208.36%69,217
SPY Spdr-sp 500 Tr 2012-03-31 Add0.32%$127.495 - $141.61
($126.79)
$ 186.3947%Add 25%15,000
VWO Vanguard Emerging Ma... 2011-12-31 Add36.59%$35.2 - $43.47
($39.5)
$ 41.565%Add 74.52%3,939,000
SPY Spdr S&p 500 Etf 2011-09-30 Add18.12%$112.26 - $135.36
($123.11)
$ 186.3951%Add 1969.3%434,553
AREX Approach Resources I... 2011-06-30 Add2.53%$19.62 - $32.2
($25.43)
$ 19.51-23%Add 23.92%95,567
EEM Ishares Msci Emergin... 2011-03-31 Add24.65%$44.6 - $48.32
($46.55)
$ 42.01-10%Add 91.83%1,242,916
SPY SPDR S&P 500 ETF TRU... 2010-12-31 Add9.95%$106.46 - $125.92
($120.44)
$ 186.3955%Add 33.48%277,000
EFA iShares Trust MSCI E... 2010-12-31 Add5.7%$54.26 - $59.46
($57.21)
$ 67.5318%Add 430%106,000
OEF iShares S&P 100 Inde... 2010-12-31 Add4.84%$51.39 - $56.92
($54.4)
$ 82.6652%Add 144.23%127,000
INFN Infinera Corp. 2009-06-30 Add1.08%$7.93 - $10.38
($8.82)
$ 8.62-2%Add 72.11%171,883
AKR Acadia Realty Trust 2009-03-31 Add1.11%$8.74 - $13.55
($10.9)
$ 27.04148%Add 3.89%1,756,795
EFA iShares MSCI EAFE In... 2008-09-30 Add18.17%$59.44 - $67.28
($63.8)
$ 67.536%Add 89.49%2,832,000
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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)
VWO686,00028,222
EFA246,80016,559
PGTI432,0934,373
PANW71,0964,086
GOGO60,0001,489
AREX69,2171,335
COTY39,814607
KSU2,500310
NVAX25,398130
FB00
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Basic Materials 7.7% 7.7%
Energy 2.3% 2.3%
Technology 0.5% 0.5%
Healthcare 0.2% 0.2%
Consumer Cyclical 0% 0%
» More Sector Weightings

David Swensen's News:

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