David Swensen

Last Update: 02-11-2016

Number of Stocks: 5
Number of New Stocks: 2

Total Value: $340 Mil
Q/Q Turnover: 60%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Swensen Sold 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 Fund 2015-12-31 Reduce-29.25%$33.79 - $39.51
($36.92)
$ 32.25-13%Reduce -98.84%31,400
EFA iShares Trust MSCI EAFE Index Fund 2015-12-31 Reduce-26.6%$57.66 - $61.52
($59.83)
$ 57.34-4%Reduce -79.37%391,100
PANW Palo Alto Networks Inc 2015-12-31 Sold Out -1.8%$154.11 - $193.54
($173.37)
$ 142.07-18%Sold Out0
ATRA Atara Biotherapeutics Inc 2015-12-31 Sold Out -0.09%$21 - $39.57
($30.28)
$ 16.02-47%Sold Out0
TSRO Tesaro Inc 2015-12-31 Sold Out -0.08%$40.35 - $52.91
($47.98)
$ 40.06-17%Sold Out0
JPM JPMorgan Chase & Co 2015-12-31 Sold Out -0.08%$59.99 - $68.46
($65.22)
$ 61.57-6%Sold Out0
CORT Corcept Therapeutics Inc 2015-12-31 Sold Out -0.03%$3.6 - $5.36
($4.54)
$ 4.755%Sold Out0
ALXN Alexion Pharmaceuticals Inc 2015-09-30 Sold Out -16.37%$145.6 - $207.84
($182.41)
$ 141.41-22%Sold Out0
EFA iShares Trust MSCI EAFE Index Fund 2015-09-30 Reduce-8.9%$56.25 - $65.47
($61.71)
$ 57.34-7%Reduce -20.67%1,895,400
LC LendingClub Corp 2015-09-30 Sold Out -1.82%$11.67 - $15.01
($13.58)
$ 6.92-49%Sold Out0
AR Antero Resources Corp 2015-09-30 Sold Out -0.88%$20.2 - $33.61
($26.67)
$ 25.90-3%Sold Out0
INGN Inogen Inc 2015-09-30 Sold Out -0.11%$41.8 - $54.85
($47.39)
$ 48.212%Sold Out0
VEEV Veeva Systems Inc 2015-06-30 Sold Out -8.88%$25 - $29
($27.1)
$ 27.01-0%Sold Out0
DWRE Demandware Inc 2015-06-30 Sold Out -6.95%$58.46 - $72.5
($64.34)
$ 44.08-31%Sold Out0
TWTR Twitter Inc 2015-06-30 Sold Out -2.49%$34.21 - $52.87
($41.02)
$ 14.84-64%Sold Out0
XENT Intersect ENT Inc 2015-06-30 Sold Out -1.58%$23.22 - $29.61
($26.2)
$ 20.10-23%Sold Out0
JD JD.com Inc 2015-06-30 Sold Out -0.73%$29.22 - $37.95
($33.93)
$ 24.22-29%Sold Out0
HNRG Hallador Energy Co 2015-06-30 Sold Out -0.71%$7.9 - $12.18
($10.12)
$ 4.46-56%Sold Out0
EFA iShares Trust MSCI EAFE Index Fund 2015-03-31 Reduce-52.71%$58.48 - $65.99
($62.95)
$ 57.34-9%Reduce -56.99%845,343
VWO Vanguard FTSE Emerging Markets ETF 2015-03-31 Sold Out -5.4%$38.673 - $41.947
($40.6)
$ 33.39-18%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.

» More Profile & Performance

David Swensen's Current Portfolio:

Ticker Shares Value ($1000)
AR8,740,871190,551
VWO3,810,300124,635
EFA391,10022,965
FXI31,4001,108
SHBI93,7091,020
CORT00
ATRA00
PANW00
TSRO00
JPM00
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Energy 56% 56%
Financial Services 0.3% 0.3%
Healthcare 0% 0%
» More Sector Weightings

David Swensen's News:

» More Related News


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