David Swensen

David Swensen

Yale University
Last update 2018-12-12 8 Stocks (2 new)
Value $749.00 Mil Turnover 54 %
Top Holdings: VWO(46.36%) JBGS(25.09%) EFA(15.41%) AR(10.37%) VEEV(1.74%)
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SMALL CAP
MID CAP
LARGE CAP
MEGA CAP

David Swensen Latest Trades

VWO
Vanguard FTSE Emerging Markets
2018-09-30
Add
+36.94%
0 $ 0 0
$38.71
-7.96%
Add 392.04%
8,473,000
EFA
iShares MSCI EAFE
2018-09-30
Add
+15.08%
0 $ 0 0
$60.46
-10.44%
Add 4619.44%
1,699,000
VEEV
Veeva Systems Inc
2018-09-30
New Buy
+1.74%
0 $ 0 0
$91.39
0.75%
New holding
120,000
PKW
Invesco BuyBack Achievers ETF
2018-09-30
Reduce
-1.44%
0 $ 0 0
$54.76
-8.26%
Reduce -58.23%
66,700
ARVN
Arvinas Inc
2018-09-30
New Buy
+0.42%
0 $ 0 0
$14.20
-13.73%
New holding
184,615
DEI
Douglas Emmett Inc
2018-09-30
Sold Out
-0.15%
0 $ 0 0
$35.46
-9.10%
Sold Out
-
VIOG
Vanguard S&P Small-Cap 600 Growth
2018-09-30
Sold Out
-0.07%
0 $ 0 0
$144.21
-16.41%
Sold Out
-
SPY
SPDR S&P 500
2018-06-30
Sold Out
-10.32%
0 $ 0 0
$260.47
-3.56%
Sold Out
-
VWO
Vanguard FTSE Emerging Markets
2018-06-30
Add
+9.97%
0 $ 0 0
$38.71
-14.28%
Add 100.56%
1,722,000
PSTG
Pure Storage Inc
2018-06-30
Sold Out
-3.41%
0 $ 0 0
$17.13
-22.14%
Sold Out
-
PKW
Invesco BuyBack Achievers ETF
2018-06-30
New Buy
+2.48%
0 $ 0 0
$54.76
-4.68%
New holding
159,700
VEEV
Veeva Systems Inc
2018-06-30
Sold Out
-1.62%
0 $ 0 0
$91.39
20.17%
Sold Out
-
AR
Antero Resources Corp
2018-06-30
Reduce
-0.71%
0 $ 0 0
$11.31
-42.38%
Reduce -2.86%
4,387,218
EFA
iShares MSCI EAFE
2018-06-30
Add
+0.42%
0 $ 0 0
$60.46
-13.76%
Add 176.92%
36,000
JBGS
JBG SMITH Properties
2018-06-30
Reduce
-0.38%
0 $ 0 0
$37.42
3.40%
Reduce -0.79%
5,104,535
DEI
Douglas Emmett Inc
2018-06-30
New Buy
+0.15%
0 $ 0 0
$35.46
-6.07%
New holding
13,469
ITOT
iShares Core S&P Total U.S. Stock Market
2018-06-30
New Buy
+0.14%
0 $ 0 0
$59.24
-4.67%
New holding
7,951
VIOG
Vanguard S&P Small-Cap 600 Growth
2018-06-30
New Buy
+0.07%
0 $ 0 0
$144.21
-8.48%
New holding
1,500
AMGP
Antero Midstream GP LP
2018-03-31
Sold Out
-14.69%
0 $ 0 0
$14.12
-27.03%
Sold Out
-
VWO
Vanguard FTSE Emerging Markets
2018-03-31
New Buy
+11.22%
0 $ 0 0
$38.71
-19.27%
New holding
858,600
SPY
SPDR S&P 500
2018-03-31
New Buy
+10.32%
0 $ 0 0
$260.47
-4.24%
New holding
141,000
PSTG
Pure Storage Inc
2018-03-31
New Buy
+3.41%
0 $ 0 0
$17.13
-12.69%
New holding
613,896
AR
Antero Resources Corp
2018-03-31
Add
+2.48%
0 $ 0 0
$11.31
-41.64%
Add 11.05%
4,516,262
VEEV
Veeva Systems Inc
2018-03-31
New Buy
+1.62%
0 $ 0 0
$91.39
41.38%
New holding
80,000
EFA
iShares MSCI EAFE
2018-03-31
Reduce
-0.56%
0 $ 0 0
$60.46
-15.22%
Reduce -64.86%
13,000
IVW
iShares S&P 500 Growth
2018-03-31
Sold Out
-0.08%
0 $ 0 0
$156.74
-1.72%
Sold Out
-
PBPB
Potbelly Corp
2018-03-31
Sold Out
-0.07%
0 $ 0 0
$9.17
-27.05%
Sold Out
-
QTNA
Quantenna Communications Inc
2018-03-31
Sold Out
-0.07%
0 $ 0 0
$14.86
7.22%
Sold Out
-
AMGP
Antero Midstream GP LP
2017-12-31
Reduce
-16.21%
0 $ 0 0
$14.12
-24.13%
Reduce -60.76%
2,263,817
EFA
iShares MSCI EAFE
2017-12-31
Reduce
-14.38%
0 $ 0 0
$60.46
-13.06%
Reduce -96.17%
37,000
AR
Antero Resources Corp
2017-12-31
Add
+2.45%
0 $ 0 0
$11.31
-41.03%
Add 10.68%
4,067,000
BHVN
Biohaven Pharmaceutical Holding Co Ltd
2017-12-31
Sold Out
-2.11%
0 $ 0 0
$37.67
36.49%
Sold Out
-
IVW
iShares S&P 500 Growth
2017-12-31
New Buy
+0.08%
0 $ 0 0
$156.74
4.83%
New holding
1,672
PBPB
Potbelly Corp
2017-12-31
New Buy
+0.07%
0 $ 0 0
$9.17
-25.26%
New holding
17,633
QTNA
Quantenna Communications Inc
2017-12-31
New Buy
+0.07%
0 $ 0 0
$14.86
8.47%
New holding
16,200
JBGS
JBG SMITH Properties
2017-09-30
New Buy
+39.75%
0 $ 0 0
$37.42
10.06%
New holding
5,145,068
EFA
iShares MSCI EAFE
2017-09-30
Reduce
-24.69%
0 $ 0 0
$60.46
-9.53%
Reduce -61.75%
967,022
FXI
iShares China Large-Cap
2017-09-30
Sold Out
-8.33%
0 $ 0 0
$41.13
-3.97%
Sold Out
-
AR
Antero Resources Corp
2017-09-30
Reduce
-1.31%
0 $ 0 0
$11.31
-43.93%
Reduce -6.35%
3,674,487
AMGP
Antero Midstream GP LP
2017-09-30
Add
+1%
0 $ 0 0
$14.12
-29.33%
Add 3.89%
5,769,780
Total 306