David Swensen

David Swensen

Yale University
Last update 2020-02-13 6 Stocks (3 new)
Value $63.00 Mil Turnover 40 %
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David Swensen's Portfolio

David Swensen Current Holdings

Ticker Company Industry Market Cap $Mil Shares Value ($1000) Shares Change % Weighting % Trade Impact % % of Shares outstanding 3M Change % YTD Change %
FC Franklin Covey CoBusiness Services214.92413,43313,325New Holding21.23+21.23%2.99-53.26%-52.22%
VEEV Veeva Systems IncHealthcare Providers & Services23,234.5068,0309,569New Holding15.25+15.25%0.05+11.17%+11.17%
ZM Zoom Video Communications IncTelecommunication Services40,767.7232,1372,187New Holding3.48+3.48%0.01+125.90%+121.75%
ITOT iShares Core S&P Total U.S. Stock Market ETF21,322.166,3894640%0.740%0-20.10%-19.70%
SPY SPDR S&P 500 ETF Trust240,204.9645,00014,484-62.81%23.08-18.54%0-19.20%-18.70%
JBGS JBG SMITH PropertiesREITs4,293.31569,75422,727-65.32%36.21-34.59%0.42-22.61%-22.69%
BRK.A Berkshire Hathaway IncInsurance441,513.1800Sold Out0-0.77%0-19.11%-19.31%
EFA iShares MSCI EAFE ETF48,627.2000Sold Out0-4.39%0-22.40%-22.30%
NXTC NextCure IncBiotechnology1,019.7800Sold Out0-3.16%0-30.56%-34.42%
SMAR Smartsheet IncSoftware4,906.2300Sold Out0-5.70%0+0.55%-2.11%
WORK Slack Technologies IncSoftware14,944.7100Sold Out0-0.68%0+27.01%+25.49%
VWO Vanguard FTSE Emerging Markets ETF49,451.9700Sold Out0-2.48%0-25.20%-24.90%
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