David Swensen

Last Update: 11-17-2017

Number of Stocks: 4
Number of New Stocks: 1

Total Value: $433 Mil
Q/Q Turnover: 42%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Swensen Latest Trades 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 2013-12-31 Reduce-23.06%$62.7 - $66.85
($65.35)
$ 70.348%Reduce -58.08%246,800
WDAY Workday Inc 2013-12-31 Sold Out -10.1%$72.21 - $82.67
($78.83)
$ 116.1447%Sold Out0
P Pandora Media Inc 2013-12-31 Sold Out -6.5%$23.78 - $31.56
($27.44)
$ 5.26-81%Sold Out0
FB Facebook Inc 2013-12-31 Sold Out -2.7%$44.82 - $57.96
($50.13)
$ 182.78265%Sold Out0
GOGO Gogo Inc 2013-12-31 Buy 2.6%$15.97 - $34.34
($23.21)
$ 10.11-56%New holding60,000
COTY Coty Inc 2013-12-31 Buy 1.1%$14.99 - $16.52
($15.71)
$ 17.008%New holding39,814
PANW Palo Alto Networks Inc 2013-12-31 Reduce-1.03%$40.99 - $57.8
($47.43)
$ 150.64218%Reduce -22.83%71,096
PGTI PGT Innovations Inc 2013-12-31 Reduce-1%$9.05 - $10.49
($9.87)
$ 16.1564%Reduce -18.22%432,093
KSU Kansas City Southern 2013-12-31 Buy 0.54%$109.87 - $125.2
($119.74)
$ 106.42-11%New holding2,500
NVAX Novavax Inc 2013-12-31 Buy 0.23%$2.76 - $5.16
($3.51)
$ 1.54-56%New holding25,398
EFA iShares MSCI EAFE 2013-09-30 Add14.41%$57.55 - $65.05
($61.2)
$ 70.3415%Add 57.01%588,800
WDAY Workday Inc 2013-09-30 Buy 10.1%$64.07 - $83.13
($72.87)
$ 116.1459%New holding117,704
VWO Vanguard FTSE Emerging Markets 2013-09-30 Add6.96%$37.19 - $42.97
($39.49)
$ 45.6015%Add 31.42%686,000
P Pandora Media Inc 2013-09-30 Buy 6.5%$17.89 - $27.35
($20.42)
$ 5.26-74%New holding243,124
PGTI PGT Innovations Inc 2013-09-30 Buy 5.5%$8.89 - $11.48
($10.11)
$ 16.1560%New holding528,391
SSTK Shutterstock Inc 2013-09-30 Sold Out -3.5%$48.79 - $72.87
($56.85)
$ 41.93-26%Sold Out0
PANW Palo Alto Networks Inc 2013-09-30 Reduce-3.4%$41.15 - $50.04
($47.42)
$ 150.64218%Reduce -30.87%92,132
FB Facebook Inc 2013-09-30 Buy 2.7%$24.37 - $51.24
($37.2)
$ 182.78391%New holding51,533
CRM Salesforce.com Inc 2013-09-30 Sold Out -0.68%$38.17 - $53.38
($45.41)
$ 107.15136%Sold Out0
EFA iShares MSCI EAFE 2013-06-30 Add41.15%$57.03 - $63.53
($60.47)
$ 70.3416%Add 4834.21%375,000
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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.
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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)
JBGS5,145,068176,013
AMGP5,769,780118,107
AR3,674,48773,122
EFA967,02266,222
FXI00
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Energy 44.1% 44.1%
Real Estate 40.6% 40.6%
» More Sector Weightings

David Swensen's News:

» More Related News


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