 | |
Yale University13F | |
| Yale University | |
| Last update 2025-11-14 | 4 Stocks (2 new) |
| Value $2.00 Mil | Turnover 56 % |
Yale University Profile
The Yale Investment Office seeks to provide high inflation-adjusted returns to support current and future needs of the University. They work to establish an appropriate risk-adjusted asset allocation and seek out long-term partnerships across the globe with managers who provide deep analytical insights and improve the operations of public and private businesses.
Yale's portfolio is structured using a combination of academic theory and informed market judgment. The theoretical framework relies on mean-variance analysis, an approach developed by Nobel laureates James Tobin and Harry Markowitz, both of whom conducted work on this important portfolio management tool at Yale’s Cowles Foundation.
Yale's portfolio is structured using a combination of academic theory and informed market judgment. The theoretical framework relies on mean-variance analysis, an approach developed by Nobel laureates James Tobin and Harry Markowitz, both of whom conducted work on this important portfolio management tool at Yale’s Cowles Foundation.
Yale University Investing Philosophy
Operating under the guidance of Yale's Investment Committee, the Investments Office manages Yale's Endowment. The Endowment contains thousands of funds with a variety of purposes and restrictions. Approximately three-quarters constitute true endowment - gifts restricted by donors to provide long-term funding for designated purposes. The remaining one-quarter represents quasi-endowment, monies that the Yale Corporation chooses to invest and treat as endowment.
Yale University Portfolio and Latest Trades
* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.
* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
VERA | Vera Therapeutics Inc | 2025-09-30 | New Buy New Buy | +32.26% | 19.25 ($23.13) 29.06 | $35.90 | 55.19% | New holding | 22,810 | 22,810 | |
DOO | BRP Inc | 2025-09-30 | New Buy New Buy | +22.70% | 47.83 ($56.24) 68.36 | $67.30 | 19.67% | New holding | 7,674 | 7,674 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-09-30 | Add Add | +0.68% | 135 ($140.24) 146.02 | $168.64 | 20.25% | Add 1.56% | 6,260 | 96 | |
ALUR | Allurion Technologies Inc | 2025-03-31 | Sold Out Sold Out | -0.65% | 32.7 ($64.49) 156.45 | $1.12 | -98.26% | Sold Out | 0 | -490 | |
RNAC | Cartesian Therapeutics Inc | 2024-12-31 | Sold Out Sold Out | -66.30% | 16.62 ($20.3) 25.14 | $9.27 | -54.33% | Sold Out | 0 | -100,000 | |
REI | Ring Energy Inc | 2024-12-31 | New Buy New Buy | +2.11% | 1.22 ($1.5) 1.8 | $1.50 | 0% | New holding | 12,667 | 12,667 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2024-12-31 | Reduce Reduce | -1.55% | 124.26 ($129.56) 134.32 | $168.64 | 30.16% | Reduce -4.64% | 6,164 | -300 | |
RNAC | Cartesian Therapeutics Inc | 2024-06-30 | New Buy New Buy | +77.59% | 13.12 ($23.87) 36.58 | $9.27 | -61.16% | New holding | 100,000 | 100,000 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2024-06-30 | Sold Out Sold Out | -35.75% | 40.83 ($43.08) 44.89 | $61.44 | 42.62% | Sold Out | 0 | -342,000 | |
COIN | Coinbase Global Inc | 2024-06-30 | Sold Out Sold Out | -24.96% | 199.17 ($230.1) 263.01 | $184.64 | -19.76% | Sold Out | 0 | -37,612 | |
DOO | BRP Inc | 2024-06-30 | Sold Out Sold Out | -22.55% | 60.86 ($67.45) 74.68 | $67.30 | -0.22% | Sold Out | 0 | -134,275 | |
ARVN | Arvinas Inc | 2024-06-30 | Sold Out Sold Out | -14.83% | 24.46 ($31.86) 40.4 | $9.38 | -70.56% | Sold Out | 0 | -143,522 | |
ACI | Albertsons Companies Inc | 2024-03-31 | Sold Out Sold Out | -78.87% | 20.12 ($21.45) 23.1 | $12.55 | -41.49% | Sold Out | 0 | -3,871,972 | |
COIN | Coinbase Global Inc | 2024-03-31 | New Buy New Buy | +24.96% | 117.3 ($179.97) 279.71 | $184.64 | 2.59% | New holding | 37,612 | 37,612 | |
DOO | BRP Inc | 2024-03-31 | New Buy New Buy | +22.55% | 61.2 ($65.97) 71.48 | $67.30 | 2.02% | New holding | 134,275 | 134,275 | |
| UDMY Unlock Delisted | Udemy Inc | 2024-03-31 | Sold Out Sold Out | -1.70% | 10.47 ($12.41) 14.47 | $4.63 | -62.69% | Sold Out | 0 | -129,987 | |
VCTR | Victory Capital Holdings Inc | 2024-03-31 | Sold Out Sold Out | -1.11% | 32.78 ($36.87) 42.43 | $113.86 | 208.81% | Sold Out | 0 | -40,000 | |
ARVN | Arvinas Inc | 2023-12-31 | New Buy New Buy | +5.23% | 14.19 ($23.38) 42.33 | $9.38 | -59.88% | New holding | 143,522 | 143,522 | |
| UDMY Unlock Delisted | Udemy Inc | 2023-12-31 | New Buy New Buy | +1.70% | 8.77 ($12.45) 15.96 | $4.63 | -62.81% | New holding | 129,987 | 129,987 | |
VCTR | Victory Capital Holdings Inc | 2023-12-31 | New Buy New Buy | +1.11% | 28.85 ($31.99) 35.04 | $113.86 | 255.92% | New holding | 40,000 | 40,000 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2023-12-31 | Reduce Reduce | -0.01% | 90.04 ($98) 105.69 | $168.64 | 72.08% | Reduce -1.52% | 6,464 | -100 | |
| SGEN Unlock Delisted | Seagen Inc | 2023-09-30 | Sold Out Sold Out | -16.65% | 191.51 ($199.75) 216.16 | $228.74 | 14.51% | Sold Out | 0 | -111,468 | |
ACI | Albertsons Companies Inc | 2023-09-30 | Reduce Reduce | -6.49% | 21.44 ($22.32) 23.72 | $12.55 | -43.77% | Reduce -9% | 3,871,972 | -383,001 | |
ALUR | Allurion Technologies Inc | 2023-09-30 | New Buy New Buy | +0.05% | 1035 ($1688.04) 2718.75 | $1.12 | -99.93% | New holding | 33 | 12,253 | |
ACI | Albertsons Companies Inc | 2023-06-30 | Add Add | +46.48% | 19.93 ($20.81) 21.91 | $12.55 | -39.69% | Add 181.81% | 4,254,973 | 2,745,121 | |
| SGEN Unlock Delisted | Seagen Inc | 2023-06-30 | New Buy New Buy | +16.65% | 187.64 ($198.73) 206.25 | $228.74 | 15.10% | New holding | 111,468 | 111,468 | |
| CELL Unlock Delisted | PhenomeX Inc | 2023-06-30 | Sold Out Sold Out | -0.17% | 0.49 ($0.82) 1.23 | $1.00 | 21.72% | Sold Out | 0 | -65,654 | |
ACI | Albertsons Companies Inc | 2023-03-31 | New Buy New Buy | +68.41% | 19.2 ($20.66) 21.47 | $12.55 | -39.25% | New holding | 1,509,852 | 1,509,852 | |
PRCT | PROCEPT BioRobotics Corp | 2023-03-31 | Sold Out Sold Out | -62.28% | 26.64 ($35.27) 39.74 | $22.79 | -35.38% | Sold Out | 0 | -558,535 | |
| ISO Unlock Delisted | IsoPlexis Corp | 2023-03-31 | Sold Out Sold Out | -0.45% | 0.74 ($1.13) 1.6 | $0.76 | -32.60% | Sold Out | 0 | -107,278 | |
| CELL Unlock Delisted | PhenomeX Inc | 2023-03-31 | New Buy New Buy | +0.17% | 1.04 ($1.83) 2.77 | $1.00 | -45.46% | New holding | 65,654 | 65,654 | |
PRCT | PROCEPT BioRobotics Corp | 2022-12-31 | Add Add | +48.13% | 39.27 ($42.94) 46.78 | $22.79 | -46.93% | Add 340.26% | 558,535 | 431,671 | |
REPX | Riley Exploration Permian Inc | 2022-12-31 | Sold Out Sold Out | -1.58% | 20.61 ($28.42) 33.19 | $41.93 | 47.54% | Sold Out | 0 | -15,580 | |
PRCT | PROCEPT BioRobotics Corp | 2022-09-30 | New Buy New Buy | +28.07% | 30.9 ($39.89) 50.65 | $22.79 | -42.87% | New holding | 126,864 | 126,864 | |
REPX | Riley Exploration Permian Inc | 2022-09-30 | New Buy New Buy | +1.58% | 16.16 ($24.5) 29 | $41.93 | 71.14% | New holding | 15,580 | 15,580 | |
| ISO Unlock Delisted | IsoPlexis Corp | 2022-09-30 | New Buy New Buy | +0.98% | 1.72 ($2.47) 3.74 | $0.76 | -69.17% | New holding | 107,278 | 107,278 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2022-06-30 | Reduce Reduce | -92.46% | 40.18 ($42.94) 47.48 | $61.44 | 43.08% | Reduce -96.88% | 342,000 | -10,629,356 | |
VGK | Vanguard FTSE Europe ETF | 2022-06-30 | Sold Out Sold Out | -1.59% | 52.16 ($57.03) 61.81 | $91.74 | 60.86% | Sold Out | 0 | -135,000 | |
EWJ | iShares MSCI Japan ETF | 2022-06-30 | Sold Out Sold Out | -1.30% | 52.06 ($56.14) 61.83 | $98.28 | 75.06% | Sold Out | 0 | -112,000 | |
EFA | iShares MSCI EAFE ETF | 2022-06-30 | Sold Out Sold Out | -0.68% | 61.48 ($67) 72.98 | $108.35 | 61.72% | Sold Out | 0 | -49,000 | |
SPY | S&P 500 ETF TRUST ETF | 2022-06-30 | Sold Out Sold Out | -0.51% | 365.07 ($408.8) 454.84 | $770.19 | 88.40% | Sold Out | 0 | -6,000 | |
VEA | Vanguard FTSE Developed Markets ETF | 2022-06-30 | Sold Out Sold Out | -0.30% | 40.29 ($44) 48.03 | $73.76 | 67.64% | Sold Out | 0 | -33,000 | |
| ISO Unlock Delisted | IsoPlexis Corp | 2022-06-30 | Sold Out Sold Out | -0.06% | 1.79 ($2.34) 3.43 | $0.76 | -67.45% | Sold Out | 0 | -93,558 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2022-03-31 | Add Add | +31.65% | 42.67 ($47.99) 51.08 | $61.44 | 28.03% | Add 49.61% | 10,971,356 | 3,637,900 | |
EQT | EQT Corp | 2022-03-31 | Sold Out Sold Out | -13.23% | 19.74 ($24.35) 34.9 | $55.17 | 126.57% | Sold Out | 0 | -3,215,436 | |
AR | Antero Resources Corp | 2022-03-31 | Sold Out Sold Out | -7.73% | 16.97 ($22.4) 31.24 | $39.41 | 75.94% | Sold Out | 0 | -2,341,393 | |
VGK | Vanguard FTSE Europe ETF | 2022-03-31 | Reduce Reduce | -2.87% | 55.3 ($64) 68.84 | $91.74 | 43.34% | Reduce -62.3% | 135,000 | -223,100 | |
FLYW | Flywire Corp | 2022-03-31 | Sold Out Sold Out | -1.18% | 22.51 ($28.48) 38.45 | $18.55 | -34.87% | Sold Out | 0 | -164,151 | |
DOCU | DocuSign Inc | 2022-03-31 | Sold Out Sold Out | -1.08% | 73.24 ($114.94) 157.01 | $68.41 | -40.48% | Sold Out | 0 | -37,527 | |
EWJ | iShares MSCI Japan ETF | 2022-03-31 | Reduce Reduce | -0.39% | 58.18 ($63.49) 67.99 | $98.28 | 54.80% | Reduce -21.68% | 112,000 | -31,000 | |
SPY | S&P 500 ETF TRUST ETF | 2022-03-31 | Reduce Reduce | -0.09% | 414.96 ($444.05) 476.23 | $770.19 | 73.45% | Reduce -14.29% | 6,000 | -1,000 | |
EQT | EQT Corp | 2021-12-31 | Reduce Reduce | -23.34% | 18.36 ($20.95) 22.87 | $55.17 | 163.34% | Reduce -74.99% | 3,215,436 | -9,641,811 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2021-12-31 | Reduce Reduce | -10.28% | 47.81 ($50.01) 51.82 | $61.44 | 22.86% | Reduce -19.15% | 7,333,456 | -1,736,500 | |
AR | Antero Resources Corp | 2021-12-31 | New Buy New Buy | +7.73% | 15.83 ($18.93) 21.43 | $39.41 | 108.19% | New holding | 2,341,393 | 2,341,393 | |
SPY | S&P 500 ETF TRUST ETF | 2021-12-31 | Reduce Reduce | -5.65% | 427.14 ($458.13) 477.48 | $770.19 | 68.12% | Reduce -94.08% | 7,000 | -111,300 | |
VGK | Vanguard FTSE Europe ETF | 2021-12-31 | Reduce Reduce | -2.52% | 64.49 ($67.12) 69.3 | $91.74 | 36.68% | Reduce -47.51% | 358,100 | -324,100 | |
PUBM | PubMatic Inc | 2021-12-31 | Sold Out Sold Out | -1.83% | 22.61 ($32.84) 39.93 | $16.48 | -49.82% | Sold Out | 0 | -586,912 | |
EWJ | iShares MSCI Japan ETF | 2021-12-31 | New Buy New Buy | +1.81% | 65.12 ($67.62) 69.45 | $98.28 | 45.34% | New holding | 143,000 | 143,000 | |
FLYW | Flywire Corp | 2021-12-31 | New Buy New Buy | +1.18% | 33.07 ($42.61) 53.96 | $18.55 | -56.47% | New holding | 164,151 | 164,151 | |
DOCU | DocuSign Inc | 2021-12-31 | New Buy New Buy | +1.08% | 135.09 ($226.68) 284.11 | $68.41 | -69.82% | New holding | 37,527 | 37,527 | |
AMPL | Amplitude Inc | 2021-12-31 | Sold Out Sold Out | -0.35% | 49.12 ($63.17) 84.8 | $13.01 | -79.40% | Sold Out | 0 | -54,606 | |
SFIX | Stitch Fix Inc | 2021-12-31 | Sold Out Sold Out | -0.34% | 17.94 ($28.31) 38.19 | $3.04 | -89.28% | Sold Out | 0 | -71,788 | |
WRBY | Warby Parker Inc | 2021-12-31 | Sold Out Sold Out | -0.33% | 43.15 ($51.94) 59.5 | $24.35 | -53.12% | Sold Out | 0 | -52,464 | |
ILMN | Illumina Inc | 2021-12-31 | Sold Out Sold Out | -0.31% | 347.28 ($388.94) 421.83 | $218.22 | -43.89% | Sold Out | 0 | -6,391 | |
| ISO Unlock Delisted | IsoPlexis Corp | 2021-12-31 | New Buy New Buy | +0.16% | 4.9 ($11.07) 15.7 | $0.76 | -93.12% | New holding | 93,558 | 93,558 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2021-12-31 | Reduce Reduce | 0% | 97.9 ($104.32) 107.61 | $168.64 | 61.66% | Reduce -0.76% | 6,564 | -50 | |
VEA | Vanguard FTSE Developed Markets ETF | 2021-09-30 | Reduce Reduce | -81.42% | 49.88 ($51.84) 53.23 | $73.76 | 42.28% | Reduce -99.25% | 33,000 | -4,373,986 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2021-09-30 | New Buy New Buy | +53.68% | 48.9 ($51.26) 53.52 | $61.44 | 19.86% | New holding | 9,069,956 | 9,069,956 | |
EQT | EQT Corp | 2021-09-30 | New Buy New Buy | +31.13% | 16.19 ($19.4) 22.34 | $55.17 | 184.38% | New holding | 12,857,247 | 12,857,247 | |
VGK | Vanguard FTSE Europe ETF | 2021-09-30 | Add Add | +4.71% | 65.12 ($68.16) 70.19 | $91.74 | 34.60% | Add 797.63% | 682,200 | 606,200 | |
SPY | S&P 500 ETF TRUST ETF | 2021-09-30 | Add Add | +3.37% | 423.61 ($439.92) 451.74 | $770.19 | 75.08% | Add 127.94% | 118,300 | 66,400 | |
PUBM | PubMatic Inc | 2021-09-30 | New Buy New Buy | +1.83% | 25.44 ($30.07) 36.78 | $16.48 | -45.19% | New holding | 586,912 | 586,912 | |
ASAN | Asana Inc | 2021-09-30 | Sold Out Sold Out | -1.82% | 61.33 ($82.92) 124.48 | $8.81 | -89.38% | Sold Out | 0 | -85,779 | |
DOCU | DocuSign Inc | 2021-09-30 | Sold Out Sold Out | -1.28% | 256.89 ($288.31) 310.05 | $68.41 | -76.27% | Sold Out | 0 | -13,325 | |
LYFT | Lyft Inc | 2021-09-30 | Sold Out Sold Out | -1.23% | 45.89 ($53.1) 62.79 | $16.72 | -68.51% | Sold Out | 0 | -59,100 | |
PGNY | Progyny Inc | 2021-09-30 | Sold Out Sold Out | -0.54% | 43.43 ($55.34) 63.48 | $25.93 | -53.14% | Sold Out | 0 | -26,619 | |
| BHVN Unlock Delisted |
Biohaven Pharmaceutical Holding Co Ltd
Biohaven Pharmaceutical Holding Co Ltd
| 2021-09-30 | Sold Out Sold Out | -0.39% | 98.85 ($124.65) 138.91 | $14.08 | -88.70% | Sold Out | 0 | -11,668 | |
AMPL | Amplitude Inc | 2021-09-30 | New Buy New Buy | +0.35% | 54.01 ($54.38) 54.8 | $13.01 | -76.08% | New holding | 54,606 | 54,606 | |
WRBY | Warby Parker Inc | 2021-09-30 | New Buy New Buy | +0.33% | 53.05 ($53.77) 54.49 | $24.35 | -54.71% | New holding | 52,464 | 52,464 | |
ILMN | Illumina Inc | 2021-09-30 | New Buy New Buy | +0.31% | 405.61 ($472.7) 524.84 | $218.22 | -53.84% | New holding | 6,391 | 6,391 | |
UPST | Upstart Holdings Inc | 2021-09-30 | Sold Out Sold Out | -0.22% | 113.09 ($196.85) 336.34 | $28.05 | -85.75% | Sold Out | 0 | -5,246 | |
| RAPT Unlock Delisted | RAPT Therapeutics Inc | 2021-09-30 | Sold Out Sold Out | -0.18% | 238.88 ($264.37) 315.76 | $58.01 | -78.06% | Sold Out | 0 | -16,090 | |
DEI | Douglas Emmett Inc | 2021-09-30 | Sold Out Sold Out | -0.12% | 31.61 ($32.95) 34.83 | $11.42 | -65.34% | Sold Out | 0 | -10,513 | |
VTI | Vanguard Total Stock Market ETF | 2021-09-30 | Sold Out Sold Out | -0.09% | 218.54 ($227.38) 233.63 | $379.73 | 67.00% | Sold Out | 0 | -1,121 | |
SFIX | Stitch Fix Inc | 2021-09-30 | Add Add | +0.08% | 33.64 ($46.9) 63.32 | $3.04 | -93.53% | Add 28.99% | 71,788 | 16,134 | |
MSFT | Microsoft Corp | 2021-09-30 | Sold Out Sold Out | -0.04% | 271.6 ($290.9) 305.22 | $499.70 | 71.78% | Sold Out | 0 | -407 | |
VEA | Vanguard FTSE Developed Markets ETF | 2021-06-30 | Add Add | +81.42% | 48.72 ($51.22) 52.87 | $73.76 | 44.01% | Add 13254.5% | 4,406,986 | 4,373,986 | |
MCHI | iShares MSCI China ETF | 2021-06-30 | Sold Out Sold Out | -65.54% | 76.52 ($81.29) 83.9 | $54.91 | -32.45% | Sold Out | 0 | -370,700 | |
RBLX | Roblox Corp | 2021-06-30 | Sold Out Sold Out | -12.51% | 64 ($80.07) 99.86 | $43.31 | -45.91% | Sold Out | 0 | -89,185 | |
SPY | S&P 500 ETF TRUST ETF | 2021-06-30 | Add Add | +6.59% | 395.04 ($415.91) 428.06 | $770.19 | 85.18% | Add 641.43% | 51,900 | 44,900 | |
ASAN | Asana Inc | 2021-06-30 | New Buy New Buy | +1.82% | 28.15 ($38.29) 63.68 | $8.81 | -76.99% | New holding | 85,779 | 85,779 | |
VGK | Vanguard FTSE Europe ETF | 2021-06-30 | New Buy New Buy | +1.75% | 62.31 ($66.78) 69.59 | $91.74 | 37.38% | New holding | 76,000 | 76,000 | |
DOCU | DocuSign Inc | 2021-06-30 | New Buy New Buy | +1.28% | 180.16 ($222.68) 284.48 | $68.41 | -69.28% | New holding | 13,325 | 13,325 | |
LYFT | Lyft Inc | 2021-06-30 | New Buy New Buy | +1.23% | 46.02 ($57.7) 64.64 | $16.72 | -71.02% | New holding | 59,100 | 59,100 | |
SFIX | Stitch Fix Inc | 2021-06-30 | New Buy New Buy | +1.15% | 39.25 ($51.18) 66.1 | $3.04 | -94.07% | New holding | 55,654 | 55,654 | |
LUNG | Pulmonx Corp | 2021-06-30 | Sold Out Sold Out | -0.80% | 37.61 ($43.64) 48 | $2.21 | -94.94% | Sold Out | 0 | -8,097 | |
RPT | Great Ajax Corp | 2021-06-30 | Sold Out Sold Out | -0.59% | 65.4 ($73.51) 78.42 | $12.94 | -82.40% | Sold Out | 0 | -25,180 | |
PGNY | Progyny Inc | 2021-06-30 | New Buy New Buy | +0.54% | 44.51 ($55.95) 64.95 | $25.93 | -53.66% | New holding | 26,619 | 26,619 | |
UPST | Upstart Holdings Inc | 2021-06-30 | New Buy New Buy | +0.22% | 84.05 ($123.86) 170 | $28.05 | -77.35% | New holding | 5,246 | 5,246 | |
| RAPT Unlock Delisted | RAPT Therapeutics Inc | 2021-06-30 | New Buy New Buy | +0.18% | 143.92 ($186.7) 320.16 | $58.01 | -68.93% | New holding | 2,011 | 16,090 |
Total 275
Yale University News
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