David Swensen

Last Update: 08-13-2015

Number of Stocks: 6
Number of New Stocks: 5

Total Value: $353 Mil
Q/Q Turnover: 85%

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
PGTI PGT Inc 2014-03-31 Sold Out -7.7%$10.12 - $12.26
($11.16)
$ 13.4420%Sold Out0
GOGO Gogo Inc 2014-03-31 Sold Out -2.6%$18.85 - $26.25
($22.16)
$ 15.67-29%Sold Out0
AREX Approach Resources Inc 2014-03-31 Sold Out -2.3%$18.46 - $23.08
($20.44)
$ 2.17-89%Sold Out0
PANW Palo Alto Networks Inc 2014-03-31 Reduce-2.05%$55.66 - $79.82
($67.72)
$ 168.00148%Reduce 28.42%50,891
KSU Kansas City Southern Inc 2014-03-31 Sold Out -0.54%$91.12 - $123.83
($103.79)
$ 94.58-9%Sold Out0
NVAX Novavax Inc 2014-03-31 Sold Out -0.23%$4.13 - $6.65
($5.59)
$ 11.62108%Sold Out0
EFA iShares MSCI EAFE Index Fund (ETF) 2013-12-31 Reduce-23.06%$62.7 - $66.85
($65.35)
$ 60.42-8%Reduce 58.08%246,800
WDAY Workday Inc 2013-12-31 Sold Out -10.1%$72.21 - $82.67
($78.83)
$ 72.76-8%Sold Out0
P Pandora Media Inc 2013-12-31 Sold Out -6.5%$23.78 - $31.56
($27.44)
$ 18.10-34%Sold Out0
FB Facebook Inc 2013-12-31 Sold Out -2.7%$44.82 - $57.96
($50.13)
$ 91.0182%Sold Out0
PANW Palo Alto Networks Inc 2013-12-31 Reduce-1.03%$40.99 - $57.8
($47.43)
$ 168.00254%Reduce 22.83%71,096
PGTI PGT Inc 2013-12-31 Reduce-1%$9.05 - $10.49
($9.87)
$ 13.4436%Reduce 18.22%432,093
SSTK Shutterstock Inc 2013-09-30 Sold Out -3.5%$48.79 - $72.87
($56.85)
$ 33.73-41%Sold Out0
PANW Palo Alto Networks Inc 2013-09-30 Reduce-3.4%$41.15 - $50.04
($47.42)
$ 168.00254%Reduce 30.87%92,132
CRM Salesforce.com Inc 2013-09-30 Sold Out -0.68%$38.17 - $53.38
($45.41)
$ 70.2555%Sold Out0
SPLK Splunk Inc 2013-06-30 Sold Out -27.2%$39.33 - $47.01
($43.17)
$ 62.7845%Sold Out0
HNRG Hallador Energy Co 2013-06-30 Sold Out -2.2%$6.46 - $8.37
($7.4)
$ 7.694%Sold Out0
DWRE Demandware Inc 2013-06-30 Sold Out -1.6%$24.94 - $42.41
($30.3)
$ 56.9588%Sold Out0
BEN Franklin Resources Inc 2013-03-31 Sold Out -6.7%$43.26 - $50.27
($46.97)
$ 41.24-12%Sold Out0
GHDX Genomic Health Inc 2013-03-31 Sold Out -2.8%$26.72 - $29.65
($28.5)
$ 27.75-3%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)
EFA2,389,400151,703
VWO3,258,000133,187
ALXN319,27357,715
LC434,5666,410
AR90,0003,091
INGN8,892396
VEEV00
TWTR00
JD00
HNRG00
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 16.5% 16.5%
Financial Services 1.8% 1.8%
Energy 0.9% 0.9%
Basic Materials 0% 0%
» More Sector Weightings

David Swensen's News:

» More Related News


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