David Swensen

Last Update: 02-11-2015

Number of Stocks: 5
Number of New Stocks: 3

Total Value: $129 Mil
Q/Q Turnover: 63%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Swensen Bought 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
EFA iShares MSCI EAFE Index Fund (ETF) 2014-12-31 Add55.74%$59.53 - $64.51
($62.07)
$ 64.173%Add 151.64%1,965,343
INGN Inogen Inc 2014-12-31 Add0.19%$19.68 - $31.46
($24.18)
$ 31.9924%Add 32.57%32,365
EFA iShares MSCI EAFE Index Fund (ETF) 2014-06-30 Add22.48%$66.26 - $70.67
($68.52)
$ 64.17-7%Add 40.92%923,000
VWO Vanguard MSCI Emerging Markets ETF 2014-03-31 Add56.48%$36.67 - $41.14
($38.88)
$ 40.875%Add 359.18%3,150,000
EFA iShares MSCI EAFE Index Fund (ETF) 2014-03-31 Add15.52%$62.31 - $68.03
($66.12)
$ 64.17-3%Add 165.40%655,000
COTY Coty Inc 2014-03-31 Add0.42%$13.25 - $15.85
($14.64)
$ 24.2740%Add 125.51%89,784
EFA iShares MSCI EAFE Index Fund (ETF) 2013-09-30 Add14.41%$57.55 - $65.05
($61.2)
$ 64.175%Add 57.01%588,800
VWO Vanguard MSCI Emerging Markets ETF 2013-09-30 Add6.96%$37.19 - $42.97
($39.49)
$ 40.873%Add 31.42%686,000
EFA iShares MSCI EAFE Index Fund (ETF) 2013-06-30 Add41.15%$57.03 - $63.53
($60.47)
$ 64.176%Add 4834.21%375,000
PANW Palo Alto Networks Inc 2013-06-30 Add4.73%$39.56 - $56.43
($49.95)
$ 146.0866%Add 75.31%133,269
SPLK Splunk Inc 2013-03-31 Add0.65%$28.88 - $40.03
($34.87)
$ 59.2041%Add 2.43%103,427
HNRG Hallador Energy Co 2013-03-31 Add0.43%$6.9 - $8.35
($7.79)
$ 11.6933%Add 24.27%48,739
EFA iShares MSCI EAFE Index Fund (ETF) 2012-06-30 Add38.79%$46.95 - $55.15
($50.58)
$ 64.1721%Add 237.74%179,000
SPY SPDR S&P 500 ETF 2012-06-30 Add12.6%$128.18 - $141.59
($135.19)
$ 206.4335%Add 100.00%30,000
AREX Approach Resources Inc 2012-06-30 Add7.37%$23.08 - $38.25
($30.62)
$ 6.59-365%Add 208.36%69,217
SPY SPDR S&P 500 ETF 2012-03-31 Add0.32%$127.495 - $141.61
($126.79)
$ 206.4339%Add 25.00%15,000
VWO Vanguard MSCI Emerging Markets ETF 2011-12-31 Add36.59%$35.2 - $43.47
($39.5)
$ 40.873%Add 74.52%3,939,000
SPY SPDR S&P 500 ETF 2011-09-30 Add18.12%$112.26 - $135.36
($123.11)
$ 206.4340%Add 1969.30%434,553
AREX Approach Resources Inc 2011-06-30 Add2.53%$19.62 - $32.2
($25.43)
$ 6.59-286%Add 23.92%95,567
EEM iShares MSCI Emerging Markets Indx (ETF) 2011-03-31 Add24.65%$44.6 - $48.32
($46.55)
$ 40.13-16%Add 91.83%1,242,916
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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)
EFA1,965,343119,571
VWO174,0006,963
PBPB109,7621,413
INGN32,3651,015
GE9,690245
NUE00
» More Current Portfolio

David Swensen's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 63 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Consumer Cyclical 1.1% 1.1%
Healthcare 0.8% 0.8%
Technology 0.2% 0.2%
Basic Materials 0% 0%
» More Sector Weightings


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