David Swensen

Last Update: 05-15-2017

Number of Stocks: 6
Number of New Stocks: 2

Total Value: $495 Mil
Q/Q Turnover: 8%

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
P Pandora Media Inc 2013-09-30 Buy 6.5%$17.89 - $27.35
($20.42)
$ 7.80-62%New holding243,124
PGTI PGT Innovations Inc 2013-09-30 Buy 5.5%$8.89 - $11.48
($10.11)
$ 12.3022%New holding528,391
SSTK Shutterstock Inc 2013-09-30 Sold Out -3.5%$48.79 - $72.87
($56.85)
$ 44.55-22%Sold Out0
PANW Palo Alto Networks Inc 2013-09-30 Reduce-3.4%$41.15 - $50.04
($47.42)
$ 136.06187%Reduce -30.87%92,132
FB Facebook Inc 2013-09-30 Buy 2.7%$24.37 - $51.24
($37.2)
$ 153.40312%New holding51,533
CRM Salesforce.com Inc 2013-09-30 Sold Out -0.68%$38.17 - $53.38
($45.41)
$ 88.4795%Sold Out0
EFA iShares MSCI EAFE 2013-06-30 Add41.15%$57.03 - $63.53
($60.47)
$ 64.987%Add 4834.21%375,000
VWO Vanguard FTSE Emerging Markets 2013-06-30 Buy 39.5%$36.5 - $44.79
($41.9)
$ 40.58-3%New holding522,000
SPLK Splunk Inc 2013-06-30 Sold Out -27.2%USD 39.33 - USD 47.01
(USD 43.17)
USD 58.8336%Sold Out0
PANW Palo Alto Networks Inc 2013-06-30 Add4.73%$39.56 - $56.43
($49.95)
$ 136.06172%Add 75.31%133,269
SSTK Shutterstock Inc 2013-06-30 Buy 3.5%$38.11 - $55.78
($45.87)
$ 44.55-3%New holding31,750
HNRG Hallador Energy Co 2013-06-30 Sold Out -2.2%$6.46 - $8.37
($7.4)
$ 6.86-7%Sold Out0
DWRE Demandware Inc 2013-06-30 Sold Out -1.6%$24.94 - $42.41
($30.3)
$ 74.97147%Sold Out0
CRM Salesforce.com Inc 2013-06-30 Buy 0.68%$36.75 - $47.01
($41.27)
$ 88.47114%New holding9,092
PANW Palo Alto Networks Inc 2013-03-31 Buy 28.3%$47.23 - $61.13
($54.89)
$ 136.06148%New holding76,020
BEN Franklin Resources Inc 2013-03-31 Sold Out -6.7%$43.26 - $50.27
($46.97)
$ 44.34-6%Sold Out0
GHDX Genomic Health Inc 2013-03-31 Sold Out -2.8%$26.72 - $29.65
($28.5)
$ 33.5018%Sold Out0
DWRE Demandware Inc 2013-03-31 Buy 1.6%$24.06 - $33.76
($27.72)
$ 74.97170%New holding9,800
SPLK Splunk Inc 2013-03-31 Add0.65%USD 28.88 - USD 40.03
(USD 34.87)
USD 58.8369%Add 2.43%103,427
DEI Douglas Emmett Inc 2013-03-31 Sold Out -0.56%$23.29 - $25.32
($24.16)
$ 38.5359%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.
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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)
VWO8,689,600345,151
AR3,988,48790,977
EWY829,00051,290
EFA100,0006,229
APTI100,6111,180
AMS59,211258
GOOG00
FIS00
C00
BAC00
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Energy 18.4% 18.4%
Healthcare 0.1% 0.1%
Financial Services 0% 0%
Technology 0% 0%
» More Sector Weightings

David Swensen's News:

» More Related News


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