David Swensen

Last Update: 02-09-2018

Number of Stocks: 7
Number of New Stocks: 3

Total Value: $304 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Swensen Bought 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
AR Antero Resources Corp 2017-12-31 Add2.45%$17.65 - $20.69
($19.18)
$ 19.763%Add 10.68%4,067,000
IVW iShares S&P 500 Growth 2017-12-31 Buy 0.08%$143.81 - $154.91
($149.52)
$ 156.905%New holding1,672
PBPB Potbelly Corp 2017-12-31 Buy 0.07%$11.05 - $13.3
($12.27)
$ 11.70-5%New holding17,633
QTNA Quantenna Communications Inc 2017-12-31 Buy 0.07%$10.05 - $17.28
($13.7)
$ 13.48-2%New holding16,200
JBGS JBG SMITH Properties 2017-09-30 Buy 40.61%$31.81 - $37.24
($34)
$ 34.642%New holding5,145,068
AMGP Antero Midstream GP LP 2017-09-30 Add1.02%$17.94 - $21.91
($19.98)
$ 16.54-17%Add 3.89%5,769,780
EFA iShares MSCI EAFE 2017-06-30 Add38.99%$61.44 - $67.22
($64.64)
$ 71.0510%Add 2428.00%2,528,000
AMGP Antero Midstream GP LP 2017-06-30 Buy 30.07%$20.45 - $22.57
($21.66)
$ 16.54-24%New holding5,553,636
FXI iShares China Large-Cap 2017-06-30 Buy 8.45%$37.58 - $40.6
($39.2)
$ 46.4218%New holding864,400
AR Antero Resources Corp 2017-03-31 Add7.69%$22.26 - $26.16
($24.48)
$ 19.76-19%Add 71.91%3,988,487
APTI Apptio Inc 2017-03-31 Buy 0.24%$11.71 - $18.78
($14.47)
$ 30.25109%New holding100,611
AMS American Shared Hospital Services 2017-03-31 Buy 0.05%$3.35 - $4.53
($4.05)
$ 2.43-40%New holding59,211
VWO Vanguard FTSE Emerging Markets 2016-12-31 Add18.74%$34.86 - $38.26
($36.59)
$ 46.1426%Add 33.09%12,445,600
EWY iShares Inc MSCI South Korea 2016-12-31 Buy 11.52%$51.95 - $58.2
($54.58)
$ 74.5237%New holding1,279,000
EFA iShares MSCI EAFE 2016-12-31 Add2.02%$56.2 - $59.2
($57.65)
$ 71.0523%Add 308.96%274,000
SPY SPDR S&P 500 2016-12-31 Buy 0.57%$208.55 - $227.76
($218.6)
$ 266.6122%New holding15,000
GOOG Alphabet Inc 2016-12-31 Buy 0.43%$736.08 - $813.11
($779.09)
$ 1072.9638%New holding3,287
AET Aetna Inc 2016-12-31 Buy 0.05%$105.2 - $134.9
($119.72)
$ 176.9248%New holding2,240
BAC Bank of America Corporation 2016-12-31 Buy 0.04%$15.63 - $23.16
($19.26)
$ 30.2657%New holding9,500
C Citigroup Inc 2016-12-31 Buy 0.04%$47.03 - $61.09
($53.95)
$ 70.0030%New holding4,098
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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)
JBGS5,145,068178,688
AR4,067,00077,273
AMGP2,263,81744,643
EFA37,0002,601
IVW1,672255
PBPB17,633217
QTNA16,200198
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 58.8% 58.8%
Energy 40.1% 40.1%
Consumer Cyclical 0.1% 0.1%
» More Sector Weightings

David Swensen's News:

» More Related News


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