As Chief Investment Officer at Yale University since 1985. David Swensen has realized an annual return of more than 17.2 percent over the last ten years, outperforming 99% of U.S.-based mutual funds. Some interesting buys during the previous quarter: Google, Yahoo. These are the details.
David Swensen buys Google Inc., Trimble Navigation Ltd., Yahoo! Inc., sells Electronic Clearing House Inc., Tyco International Ltd., Savvis Inc., Kyphon Inc., Granite City Food & Brewery Lt, American International Group during the 3-months ended 03/31/2007, according to the most recent filings of his investment company, . David Swensen owns 14 stocks with a total value of $597 million. These are the details of the buys and sells.
New Purchases: GOOG, TRMB, YHOO,
Added Positions: SPY, XTXI,
Reduced Positions: EWJ,
Sold Out: AIG, ECHO, GCFB, KYPH, SVVS, TYC,
Added: Spy (SPY, Financial)
David Swensen added to his holdings in Spy by 153.21%. His purchase prices were between $138.12 and $145.15, with an estimated average price of $142. The impact to his portfolio due to this purchase was 9.64%. His holdings were 671,000 shares as of 03/31/2007. Shares of Spy were traded at around $152.62.
Added: Crosstex Energy Inc. (XTXI, Financial)
David Swensen added to his holdings in Pipelines company Crosstex Energy Inc. by 100%. His purchase prices were between $27.25 and $33.21, with an estimated average price of $30.7. The impact to his portfolio due to this purchase was 0.71%. His holdings were 298,269 shares as of 03/31/2007. Shares of Crosstex Energy Inc. were traded at around $29.7.
New Purchase: Google Inc. (GOOG, Financial)
David Swensen initiated holdings in Internet company Google Inc.. His purchase prices were between $438.68 and $505, with an estimated average price of $470.6. The impact to his portfolio due to this purchase was 0.4%. His holdings were 5,263 shares as of 03/31/2007. Shares of Google Inc. were traded at around $470.32.
New Purchase: Trimble Navigation Ltd. (TRMB, Financial)
David Swensen initiated holdings in Telecom Equipment company Trimble Navigation Ltd.. His purchase prices were between $26.24 and $28.29, with an estimated average price of $27.2. The impact to his portfolio due to this purchase was 0.21%. His holdings were 46,757 shares as of 03/31/2007. Shares of Trimble Navigation Ltd. were traded at around $29.84.
New Purchase: Yahoo! Inc. (YHOO, Financial)
David Swensen initiated holdings in Internet company Yahoo! Inc.. His purchase prices were between $27.64 and $32.1, with an estimated average price of $29.8. The impact to his portfolio due to this purchase was 0.09%. His holdings were 17,227 shares as of 03/31/2007. Shares of Yahoo! Inc. were traded at around $29.75.
Reduced: (EWJ, Financial)
David Swensen reduced to his holdings in Internet company by 47.28%. His sale prices were between $13.98 and $15.04, with an estimated average price of $14.5. The impact to his portfolio due to this sale was 1.24%. David Swensen still held 750,488 shares as of 03/31/2007. Shares of were traded at around $14.25.
Sold Out: Electronic Clearing House Inc. (ECHO, Financial)
David Swensen sold out his holdings in Business Support Services company Electronic Clearing House Inc.. His sale prices were between $11.74 and $18.71, with an estimated average price of $18.1. The impact to his portfolio due to this sale was less than 0.01%. Shares of Electronic Clearing House Inc. were traded at around $12.56.
Sold Out: Kyphon Inc. (KYPH, Financial)
David Swensen sold out his holdings in Medical Equipment company Kyphon Inc.. His sale prices were between $40.85 and $46.12, with an estimated average price of $44.5. The impact to his portfolio due to this sale was less than 0.01%. Shares of Kyphon Inc. were traded at around $47.17.
Sold Out: Granite City Food & Brewery Lt (GCFB, Financial)
David Swensen sold out his holdings in Restaurants & bars company Granite City Food & Brewery Lt. His sale prices were between $4.86 and $6.25, with an estimated average price of $5.8. The impact to his portfolio due to this sale was less than 0.01%. Shares of Granite City Food & Brewery Lt were traded at around $5.9.
Sold Out: Savvis Inc. (SVVS, Financial)
David Swensen sold out his holdings in Internet company Savvis Inc.. His sale prices were between $34.69 and $48.27, with an estimated average price of $42.9. The impact to his portfolio due to this sale was less than 0.01%. Shares of Savvis Inc. were traded at around $51.14.
Sold Out: Tyco International Ltd. (TYC)
David Swensen sold out his holdings in Diversified Industrials company Tyco International Ltd.. His sale prices were between $29.88 and $32.79, with an estimated average price of $31.1. The impact to his portfolio due to this sale was less than 0.01%. Shares of Tyco International Ltd. were traded at around $32.28.
Sold Out: American International Group (AIG)
David Swensen sold out his holdings in Full Line Insurance company American International Group. His sale prices were between $66.87 and $71.19, with an estimated average price of $69.1. The impact to his portfolio due to this sale was less than 0.01%. Shares of American International Group were traded at around $72.22.
David Swensen buys Google Inc., Trimble Navigation Ltd., Yahoo! Inc., sells Electronic Clearing House Inc., Tyco International Ltd., Savvis Inc., Kyphon Inc., Granite City Food & Brewery Lt, American International Group during the 3-months ended 03/31/2007, according to the most recent filings of his investment company, . David Swensen owns 14 stocks with a total value of $597 million. These are the details of the buys and sells.
New Purchases: GOOG, TRMB, YHOO,
Added Positions: SPY, XTXI,
Reduced Positions: EWJ,
Sold Out: AIG, ECHO, GCFB, KYPH, SVVS, TYC,
Added: Spy (SPY, Financial)
David Swensen added to his holdings in Spy by 153.21%. His purchase prices were between $138.12 and $145.15, with an estimated average price of $142. The impact to his portfolio due to this purchase was 9.64%. His holdings were 671,000 shares as of 03/31/2007. Shares of Spy were traded at around $152.62.
Added: Crosstex Energy Inc. (XTXI, Financial)
David Swensen added to his holdings in Pipelines company Crosstex Energy Inc. by 100%. His purchase prices were between $27.25 and $33.21, with an estimated average price of $30.7. The impact to his portfolio due to this purchase was 0.71%. His holdings were 298,269 shares as of 03/31/2007. Shares of Crosstex Energy Inc. were traded at around $29.7.
New Purchase: Google Inc. (GOOG, Financial)
David Swensen initiated holdings in Internet company Google Inc.. His purchase prices were between $438.68 and $505, with an estimated average price of $470.6. The impact to his portfolio due to this purchase was 0.4%. His holdings were 5,263 shares as of 03/31/2007. Shares of Google Inc. were traded at around $470.32.
New Purchase: Trimble Navigation Ltd. (TRMB, Financial)
David Swensen initiated holdings in Telecom Equipment company Trimble Navigation Ltd.. His purchase prices were between $26.24 and $28.29, with an estimated average price of $27.2. The impact to his portfolio due to this purchase was 0.21%. His holdings were 46,757 shares as of 03/31/2007. Shares of Trimble Navigation Ltd. were traded at around $29.84.
New Purchase: Yahoo! Inc. (YHOO, Financial)
David Swensen initiated holdings in Internet company Yahoo! Inc.. His purchase prices were between $27.64 and $32.1, with an estimated average price of $29.8. The impact to his portfolio due to this purchase was 0.09%. His holdings were 17,227 shares as of 03/31/2007. Shares of Yahoo! Inc. were traded at around $29.75.
Reduced: (EWJ, Financial)
David Swensen reduced to his holdings in Internet company by 47.28%. His sale prices were between $13.98 and $15.04, with an estimated average price of $14.5. The impact to his portfolio due to this sale was 1.24%. David Swensen still held 750,488 shares as of 03/31/2007. Shares of were traded at around $14.25.
Sold Out: Electronic Clearing House Inc. (ECHO, Financial)
David Swensen sold out his holdings in Business Support Services company Electronic Clearing House Inc.. His sale prices were between $11.74 and $18.71, with an estimated average price of $18.1. The impact to his portfolio due to this sale was less than 0.01%. Shares of Electronic Clearing House Inc. were traded at around $12.56.
Sold Out: Kyphon Inc. (KYPH, Financial)
David Swensen sold out his holdings in Medical Equipment company Kyphon Inc.. His sale prices were between $40.85 and $46.12, with an estimated average price of $44.5. The impact to his portfolio due to this sale was less than 0.01%. Shares of Kyphon Inc. were traded at around $47.17.
Sold Out: Granite City Food & Brewery Lt (GCFB, Financial)
David Swensen sold out his holdings in Restaurants & bars company Granite City Food & Brewery Lt. His sale prices were between $4.86 and $6.25, with an estimated average price of $5.8. The impact to his portfolio due to this sale was less than 0.01%. Shares of Granite City Food & Brewery Lt were traded at around $5.9.
Sold Out: Savvis Inc. (SVVS, Financial)
David Swensen sold out his holdings in Internet company Savvis Inc.. His sale prices were between $34.69 and $48.27, with an estimated average price of $42.9. The impact to his portfolio due to this sale was less than 0.01%. Shares of Savvis Inc. were traded at around $51.14.
Sold Out: Tyco International Ltd. (TYC)
David Swensen sold out his holdings in Diversified Industrials company Tyco International Ltd.. His sale prices were between $29.88 and $32.79, with an estimated average price of $31.1. The impact to his portfolio due to this sale was less than 0.01%. Shares of Tyco International Ltd. were traded at around $32.28.
Sold Out: American International Group (AIG)
David Swensen sold out his holdings in Full Line Insurance company American International Group. His sale prices were between $66.87 and $71.19, with an estimated average price of $69.1. The impact to his portfolio due to this sale was less than 0.01%. Shares of American International Group were traded at around $72.22.
