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 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 2013-12-31 Reduce-1%$9.05 - $10.49
($9.87)
$ 11.3313%Reduce -18.22%432,093
SSTK Shutterstock Inc 2013-09-30 Sold Out -3.5%$48.79 - $72.87
($56.85)
$ 69.2418%Sold Out0
PANW Palo Alto Networks Inc 2013-09-30 Reduce-3.4%$41.15 - $50.04
($47.42)
$ 142.5067%Reduce -30.87%92,132
CRM Salesforce.com Inc 2013-09-30 Sold Out -0.68%$38.17 - $53.38
($45.41)
$ 65.8131%Sold Out0
SPLK Splunk Inc 2013-06-30 Sold Out -27.2%$39.33 - $47.01
($43.17)
$ 62.4131%Sold Out0
HNRG Hallador Energy Co 2013-06-30 Sold Out -2.2%$6.46 - $8.37
($7.4)
$ 11.6136%Sold Out0
DWRE Demandware Inc 2013-06-30 Sold Out -1.6%$24.94 - $42.41
($30.3)
$ 63.6452%Sold Out0
BEN Franklin Resources Inc 2013-03-31 Sold Out -6.7%$41.9 - $50.27
($46.89)
$ 51.188%Sold Out0
GHDX Genomic Health Inc 2013-03-31 Sold Out -2.8%$26.72 - $29.65
($28.5)
$ 30.386%Sold Out0
DEI Douglas Emmett Inc 2013-03-31 Sold Out -0.56%$23.29 - $25.32
($24.16)
$ 28.9016%Sold Out0
CRI Carter's Inc 2012-12-31 Sold Out -32.9%$50.3 - $55.26
($52.89)
$ 93.6644%Sold Out0
PODD Insulet Corp 2012-12-31 Sold Out -7.9%$19.13 - $22.15
($21.27)
$ 29.7529%Sold Out0
QIHU Qihoo 360 Technology Co Ltd 2012-12-31 Sold Out -7.3%$20.32 - $27.44
($23.7)
$ 59.0460%Sold Out0
MMC Marsh & McLennan Companies Inc 2012-12-31 Sold Out -0.95%$33.19 - $35.78
($34.61)
$ 56.1938%Sold Out0
EFA iShares MSCI EAFE Index Fund (ETF) 2012-09-30 Sold Out -55.1%$47.51 - $55.26
($51.34)
$ 65.9722%Sold Out0
WWW Wolverine World Wide Inc 2012-09-30 Sold Out -4.9%$18.87 - $23.9
($21.86)
$ 31.8231%Sold Out0
IMPV Imperva Inc 2012-09-30 Sold Out -2.6%$24.31 - $37.52
($29.95)
$ 47.3737%Sold Out0
VWO Vanguard MSCI Emerging Markets ETF 2012-09-30 Sold Out -0.05%$38.17 - $43.24
($40.58)
$ 43.527%Sold Out0
VWO Vanguard MSCI Emerging Markets ETF 2012-06-30 Reduce-76.56%$37.15 - $44.08
($40.23)
$ 43.528%Reduce -87.40%326,000
FXI iShares FTSE/Xinhua China 25 Index (ETF) 2012-06-30 Sold Out -3.6%$31.82 - $38.04
($35.06)
$ 50.0330%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)
EFA1,965,343119,571
VWO174,0006,963
PBPB109,7621,413
INGN32,3651,015
GE9,690245
NUE00
» More Current Portfolio

David Swensen's Sector Weightings:


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

David Swensen's News:

» More Related News


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