David Swensen

David Swensen

Yale University
Last update 2021-02-12 10 Stocks (7 new)
Value $147.00 Mil Turnover 92 %
Guru Portfolio Report Download

David Swensen Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
ZM Zoom Video Communications Inc2020-12-31New Buy
+70.47%
337.32 ($445.24) 568.34
$295.24
-33.69%
New holding
307,756
GOTU GSX Techedu Inc2020-12-31Sold Out
-29.30%
50.69 ($72.6) 114.99
$25.87
-64.37%
Sold Out
0
DOCU DocuSign Inc2020-12-31Sold Out
-24.66%
197.6 ($224.66) 251.6
$195.28
-13.08%
Sold Out
0
ASAN Asana Inc2020-12-31Sold Out
-6.69%
21.31 ($25.56) 31.12
$28.79
12.64%
Sold Out
0
EFA BTC iShares MSCI EAFE ETF2020-12-31New Buy
+6.49%
60.8 ($67.94) 73.52
$80.41
18.35%
New holding
131,000
SPY SSGA SPDR S&P 5002020-12-31Add
+5.33%
326.54 ($355.39) 373.88
$422.12
18.78%
Add 87.5%
45,000
PTON Peloton Interactive Inc2020-12-31New Buy
+5.18%
100.01 ($122.07) 162.76
$83.81
-31.34%
New holding
50,323
VEA Vanguard FTSE Developed Markets ETF2020-12-31Sold Out
-4.13%
39.45 ($44.1) 47.53
$52.14
18.23%
Sold Out
0
TWLO Twilio Inc2020-12-31New Buy
+2.06%
266.26 ($313.36) 370.75
$307.15
-1.98%
New holding
8,983
VWO Vanguard FTSE Emerging Markets ETF2020-12-31New Buy
+1.06%
43.14 ($47.08) 50.24
$53.50
13.64%
New holding
33,000
CLDR Cloudera Inc2020-12-31New Buy
+0.87%
9.61 ($11.47) 15
$12.18
6.19%
New holding
92,112
PGNY Progyny Inc2020-12-31New Buy
+0.48%
24.37 ($32.59) 43.1
$51.71
58.67%
New holding
16,688
SPY SSGA SPDR S&P 5002020-09-30Reduce
-30.47%
310.52 ($331.29) 357.7
$422.12
27.42%
Reduce -92.94%
24,000
GOTU GSX Techedu Inc2020-09-30New Buy
+29.30%
57.25 ($88.55) 131.27
$25.87
-70.78%
New holding
106,246
DOCU DocuSign Inc2020-09-30New Buy
+24.66%
178.96 ($207.45) 268.8
$195.28
-5.87%
New holding
37,432
VEA VANGUARD TAX MANAG2020-09-30Reduce
-19.88%
38.92 ($41.01) 42.44
$52.14
27.14%
Reduce -97.97%
33,000
WORK Slack Technologies Inc2020-09-30Sold Out
-16.87%
25.24 ($29.42) 34.3
$41.23
40.14%
Sold Out
0
ZM Zoom Video Communications Inc2020-09-30Sold Out
-12.25%
231.04 ($319.67) 500.53
$295.24
-7.64%
Sold Out
0
VWO VANGUARD INTL EQUI2020-09-30Sold Out
-9.57%
40.14 ($43.45) 45.14
$53.50
23.13%
Sold Out
0
INZY Inozyme Pharma Inc2020-09-30New Buy
+9.13%
17.54 ($24.9) 30.2
$16.14
-35.18%
New holding
113,502
ASAN Asana Inc2020-09-30New Buy
+6.69%
28.8 ($28.8) 28.8
$28.79
-0.03%
New holding
75,946
JBGS JBG SMITH Properties2020-09-30Sold Out
-5.25%
25.77 ($28.09) 30.04
$32.16
14.49%
Sold Out
0
PD PagerDuty Inc2020-09-30Sold Out
-2.45%
23.4 ($28.1) 36.65
$37.54
33.59%
Sold Out
0
BDX Becton, Dickinson and Co2020-09-30Sold Out
-0.41%
221.16 ($251.49) 283.68
$239.39
-4.81%
Sold Out
0
SPY SPDR S&P 5002020-03-31Add
+28.44%
222.95 ($305.03) 338.34
$422.12
38.39%
Add 655.56%
340,000
FC Franklin Covey Co2020-03-31Sold Out
-21.23%
13.15 ($28.82) 35.52
$31.49
9.26%
Sold Out
0
VEA Vanguard FTSE Developed Markets2020-03-31New Buy
+20.29%
28.78 ($40.48) 44.66
$52.14
28.80%
New holding
1,627,000
WORK Slack Technologies Inc2020-03-31New Buy
+16.87%
17.04 ($24.13) 28.58
$41.23
70.87%
New holding
1,680,434
VEEV Veeva Systems Inc2020-03-31Sold Out
-15.25%
120.93 ($146.71) 164.97
$259.96
77.19%
Sold Out
0
ZM Zoom Video Communications Inc2020-03-31Add
+10.49%
67.28 ($97.73) 159.56
$295.24
202.10%
Add 597.57%
224,177
VWO Vanguard FTSE Emerging Markets2020-03-31New Buy
+9.57%
30.46 ($41.1) 45.91
$53.50
30.17%
New holding
763,000
JBGS JBG SMITH Properties2020-03-31Reduce
-8.20%
24.76 ($37.74) 42.24
$32.16
-14.79%
Reduce -22.63%
440,804
PD PagerDuty Inc2020-03-31New Buy
+2.45%
12.87 ($21.32) 25.38
$37.54
76.08%
New holding
379,070
BDX Becton, Dickinson and Co2020-03-31New Buy
+0.41%
200.58 ($253.86) 285.99
$239.39
-5.70%
New holding
4,774
JBGS JBG SMITH Properties2019-12-31Reduce
-34.59%
38.6 ($39.58) 40.54
$32.16
-18.75%
Reduce -65.32%
569,754
FC Franklin Covey Co2019-12-31New Buy
+21.23%
32.23 ($36.27) 39.68
$31.49
-13.18%
New holding
413,433
SPY SPDR S&P 5002019-12-31Reduce
-18.54%
288.06 ($308.48) 322.94
$422.12
36.84%
Reduce -62.81%
45,000
VEEV Veeva Systems Inc2019-12-31New Buy
+15.25%
139.77 ($146.82) 159.23
$259.96
77.06%
New holding
68,030
SMAR Smartsheet Inc2019-12-31Sold Out
-5.70%
34.8 ($41.55) 47.43
$55.95
34.66%
Sold Out
0
EFA iShares MSCI EAFE2019-12-31Sold Out
-4.39%
62.55 ($66.97) 69.64
$80.41
20.07%
Sold Out
0
ZM Zoom Video Communications Inc2019-12-31New Buy
+3.48%
62 ($68.76) 76.99
$295.24
329.38%
New holding
32,137
NXTC NextCure Inc2019-12-31Sold Out
-3.16%
25 ($42.28) 92.22
$7.95
-81.20%
Sold Out
0
VWO Vanguard FTSE Emerging Markets2019-12-31Sold Out
-2.48%
39.79 ($42.43) 44.7
$53.50
26.09%
Sold Out
0
BRK.A Berkshire Hathaway Inc2019-12-31Sold Out
-0.77%
305090 ($326054) 340380
$437,131
34.07%
Sold Out
0
WORK Slack Technologies Inc2019-12-31Sold Out
-0.68%
20.13 ($22.24) 26.05
$41.23
85.39%
Sold Out
0
SPY SPDR S&P 5002019-09-30Add
+19.76%
282.52 ($294.27) 300.62
$422.12
43.45%
Add 202.5%
121,000
JBGS JBG SMITH Properties2019-09-30Reduce
-13.04%
37.6 ($39.02) 40.33
$32.16
-17.58%
Reduce -19.61%
1,642,841
WORK Slack Technologies Inc2019-09-30Reduce
-12.48%
22.06 ($30.36) 36.55
$41.23
35.80%
Reduce -91.98%
35,117
SMAR Smartsheet Inc2019-09-30New Buy
+5.70%
36.03 ($47.72) 54.94
$55.95
17.25%
New holding
192,421
DOCU DocuSign Inc2019-09-30Sold Out
-3.02%
43.91 ($52.27) 64.8
$195.28
273.60%
Sold Out
0
VWO Vanguard FTSE Emerging Markets2019-09-30New Buy
+2.48%
39 ($41.29) 43.14
$53.50
29.57%
New holding
75,000
BRK.A Berkshire Hathaway Inc2019-09-30New Buy
+0.77%
295000 ($309558) 323149
$437,131
41.21%
New holding
3
SGEN Seattle Genetics Inc2019-09-30Sold Out
-0.68%
63.18 ($73.26) 85.4
$139.49
90.40%
Sold Out
0
DEI Douglas Emmett Inc2019-09-30Sold Out
-0.26%
39.65 ($41.34) 42.86
$32.44
-21.53%
Sold Out
0
EFA iShares MSCI EAFE2019-09-30Add
+0.05%
61.3 ($64.44) 66.68
$80.41
24.78%
Add 1.23%
82,000
JBGS JBG SMITH Properties2019-06-30Reduce
-25.65%
38.5 ($41.13) 43.17
$32.16
-21.81%
Reduce -33.96%
2,043,484
WORK Slack Technologies Inc2019-06-30New Buy
+13.57%
35.2 ($36.82) 38.62
$41.23
11.98%
New holding
437,667
SPY SPDR S&P 5002019-06-30Add
+5.81%
274.57 ($287.91) 295.86
$422.12
46.62%
Add 150%
40,000
DOCU DocuSign Inc2019-06-30Reduce
-4.57%
47.9 ($53.4) 57.66
$195.28
265.69%
Reduce -67.07%
73,438
VWO Vanguard FTSE Emerging Markets2019-06-30Sold Out
-4.24%
39.79 ($42.07) 44.01
$53.50
27.17%
Sold Out
0
SMAR Smartsheet Inc2019-06-30Sold Out
-3.47%
38.03 ($42.46) 48.87
$55.95
31.77%
Sold Out
0
ARVN Arvinas Inc2019-06-30Sold Out
-1.61%
15.96 ($21.06) 23.8
$63.63
202.14%
Sold Out
0
NXTC NextCure Inc2019-06-30New Buy
+1.54%
14.16 ($17.39) 20.64
$7.95
-54.28%
New holding
124,474
EFA iShares MSCI EAFE2019-06-30Reduce
-1.30%
62.06 ($64.28) 65.73
$80.41
25.09%
Reduce -29.57%
81,000
SGEN Seattle Genetics Inc2019-06-30New Buy
+0.68%
63.9 ($70) 80.91
$139.49
99.27%
New holding
11,801
ZUO Zuora Inc2019-06-30Sold Out
-0.65%
13.26 ($18.99) 22.87
$15.65
-17.59%
Sold Out
0
HNRG Hallador Energy Co2019-06-30Sold Out
-0.30%
4.88 ($5.39) 5.9
$2.37
-56.03%
Sold Out
0
DEI Douglas Emmett Inc2019-06-30New Buy
+0.26%
38.99 ($40.97) 42
$32.44
-20.82%
New holding
7,685
ITOT iShares Core S&P Total U.S. Stock Market2019-06-30Reduce
-0.05%
62.13 ($65.23) 66.91
$96.97
48.66%
Reduce -17.97%
6,389
VWO Vanguard FTSE Emerging Markets2019-03-31Reduce
-37.03%
37.67 ($41.12) 43.15
$53.50
30.11%
Reduce -97.51%
169,000
EFA iShares MSCI EAFE2019-03-31Reduce
-34.62%
56.9 ($61.67) 64.22
$80.41
30.39%
Reduce -97.21%
115,000
DOCU DocuSign Inc2019-03-31Add
+5.56%
38.83 ($50.83) 58.85
$195.28
284.18%
Add 440.37%
222,984
SPY SPDR S&P 5002019-03-31Reduce
-5.33%
244.21 ($271.34) 284.73
$422.12
55.57%
Reduce -90.08%
16,000
JBGS JBG SMITH Properties2019-03-31Reduce
-3.97%
34.39 ($39.17) 41.59
$32.16
-17.90%
Reduce -20.07%
3,094,355
SMAR Smartsheet Inc2019-03-31New Buy
+3.47%
22.57 ($34.37) 45.69
$55.95
62.79%
New holding
144,180
ZUO Zuora Inc2019-03-31New Buy
+0.65%
17.68 ($21.54) 24.55
$15.65
-27.34%
New holding
55,051
HNRG Hallador Energy Co2019-03-31New Buy
+0.30%
4.98 ($5.41) 5.9
$2.37
-56.19%
New holding
95,651
AR Antero Resources Corp2019-03-31Sold Out
-0.05%
7.81 ($9.47) 10.94
$10.81
14.15%
Sold Out
0
EFA iShares MSCI EAFE2018-12-31Add
+20.95%
56.89 ($62.28) 67.72
$80.41
29.11%
Add 142.84%
4,125,800
AR Antero Resources Corp2018-12-31Reduce
-10.28%
9.08 ($14.6) 19.48
$10.81
-25.96%
Reduce -99.13%
38,000
VWO Vanguard FTSE Emerging Markets2018-12-31Reduce
-9.22%
36.68 ($38.71) 40.66
$53.50
38.21%
Reduce -19.89%
6,788,000
JBGS JBG SMITH Properties2018-12-31Reduce
-6.06%
33.75 ($37.68) 40.55
$32.16
-14.65%
Reduce -24.16%
3,871,118
SPY SPDR S&P 5002018-12-31New Buy
+5.92%
234.34 ($268.69) 291.72
$422.12
57.10%
New holding
161,300
VEEV Veeva Systems Inc2018-12-31Sold Out
-1.74%
80.01 ($90.96) 104.4
$259.96
185.80%
Sold Out
0
PKW Invesco BuyBack Achievers ETF2018-12-31Sold Out
-0.54%
49.25 ($56.96) 60.96
$90.93
59.64%
Sold Out
0
DOCU DocuSign Inc2018-12-31New Buy
+0.24%
37.41 ($41.82) 47.72
$195.28
366.95%
New holding
41,265
ITOT iShares Core S&P Total U.S. Stock Market2018-12-31Reduce
0%
53.25 ($61.22) 66.73
$96.97
58.40%
Reduce -2.04%
7,789
VWO Vanguard FTSE Emerging Markets2018-09-30Add
+36.94%
39.98 ($42.06) 44.11
$53.50
27.20%
Add 392.04%
8,473,000
EFA iShares MSCI EAFE2018-09-30Add
+15.08%
65.43 ($67.51) 68.98
$80.41
19.11%
Add 4619.44%
1,699,000
VEEV Veeva Systems Inc2018-09-30New Buy
+1.74%
75.16 ($90.71) 108.87
$259.96
186.58%
New holding
120,000
PKW Invesco BuyBack Achievers ETF2018-09-30Reduce
-1.44%
56.78 ($59.69) 62.18
$90.93
52.34%
Reduce -58.23%
66,700
ARVN Arvinas Inc2018-09-30New Buy
+0.42%
16.05 ($16.46) 16.87
$63.63
286.57%
New holding
184,615
DEI Douglas Emmett Inc2018-09-30Sold Out
-0.15%
37.14 ($39.01) 40.62
$32.44
-16.84%
Sold Out
0
VIOG Vanguard S&P Small-Cap 600 Growth2018-09-30Sold Out
-0.07%
163.9 ($172.52) 179.4
$225.95
30.97%
Sold Out
0
SPY SPDR S&P 5002018-06-30Sold Out
-10.32%
257.47 ($270.08) 278.92
$422.12
56.29%
Sold Out
0
VWO Vanguard FTSE Emerging Markets2018-06-30Add
+9.97%
41.13 ($45.16) 47.04
$53.50
18.47%
Add 100.56%
1,722,000
PSTG Pure Storage Inc2018-06-30Sold Out
-3.41%
18.35 ($22) 25.39
$18.62
-15.36%
Sold Out
0
PKW Invesco BuyBack Achievers ETF2018-06-30New Buy
+2.48%
55.57 ($57.45) 59.2
$90.93
58.28%
New holding
159,700
VEEV Veeva Systems Inc2018-06-30Sold Out
-1.62%
69.42 ($76.05) 84.53
$259.96
241.83%
Sold Out
0
AR Antero Resources Corp2018-06-30Reduce
-0.71%
18.17 ($19.63) 21.35
$10.81
-44.93%
Reduce -2.86%
4,387,218
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Total 401