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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 Top Holdings of 2025-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 6,260 | 911.8 | +1.56% | 44.370 | +0.68% | 0.000 | +7.53% | +11.32% | 94,686.8 | ||
VERA | Vera Therapeutics Inc | 22,810 | 662.9 | New Holding | 32.260 | +32.26% | 0.040 | -4.53% | -20.37% | 2,894.6 | Biotechnology | |
DOO | BRP Inc | 7,674 | 466.4 | New Holding | 22.700 | +22.70% | 0.010 | +10.88% | -13.77% | 4,413.3 | Vehicles & Parts | |
REI | Ring Energy Inc | 12,667 | 13.8 | 0% | 0.670 | 0% | 0.010 | -5.68% | +43.10% | 316.0 | Oil & Gas |
Yale University's Historical Top Holdings Breakdowns
Yale University's Top Stock Picks
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| 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 | $40.33 | 74.34% | New holding | 22,810 | 22,810 | |
DOO | BRP Inc | 2025-09-30 | New Buy New Buy | +22.70% | 47.83 ($56.24) 68.36 | $60.70 | 7.93% | 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 | $164.73 | 17.46% | Add 1.56% | 6,260 | 96 | |
ALURD | Allurion Technologies Inc | 2025-03-31 | Sold Out Sold Out | -0.65% | 32.7 ($64.49) 156.45 | $5.00 | -92.25% | Sold Out | 0 | -490 | |
RNAC | Cartesian Therapeutics Inc | 2024-12-31 | Sold Out Sold Out | -66.30% | 16.62 ($20.3) 25.14 | $8.18 | -59.73% | Sold Out | 0 | -100,000 | |
REI | Ring Energy Inc | 2024-12-31 | New Buy New Buy | +2.11% | 1.22 ($1.5) 1.8 | $1.25 | -17.00% | 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 | $164.73 | 27.15% | 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 | $8.18 | -65.75% | 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 | $58.80 | 36.50% | Sold Out | 0 | -342,000 | |
COIN | Coinbase Global Inc | 2024-06-30 | Sold Out Sold Out | -24.96% | 199.17 ($230.1) 263.01 | $163.88 | -28.78% | Sold Out | 0 | -37,612 |
Yale University Total Holding History ($B)
Yale University's Asset Allocation
Yale University Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Yale University's Hypothetical Growth since 2025-09-30
Yale University's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Yale University's Holdings Heat Map
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Yale University's Holdings Bubble Chart
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