David Swensen

David Swensen

Yale University
Last update 2019-02-08 8 Stocks (2 new)
Value $681.00 Mil Turnover 27 %
Top Holdings: VWO(37.98%) EFA(35.61%) JBGS(19.79%) SPY(5.92%) ARVN(0.35%)
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David Swensen Latest Trades

Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
EFA
iShares MSCI EAFE
2018-12-31
Add
+20.95%
0 $ 0 0
$64.04
2.83%
Add 142.84%
4,125,800
AR
Antero Resources Corp
2018-12-31
Reduce
-10.28%
0 $ 0 0
$9.84
-32.60%
Reduce -99.13%
38,000
VWO
Vanguard FTSE Emerging Markets
2018-12-31
Reduce
-9.22%
0 $ 0 0
$41.46
7.10%
Reduce -19.89%
6,788,000
JBGS
JBG SMITH Properties
2018-12-31
Reduce
-6.06%
0 $ 0 0
$40.77
8.20%
Reduce -24.16%
3,871,118
SPY
SPDR S&P 500
2018-12-31
New Buy
+5.92%
0 $ 0 0
$278.41
3.62%
New holding
161,300
VEEV
Veeva Systems Inc
2018-12-31
Sold Out
-1.74%
0 $ 0 0
$118
29.73%
Sold Out
-
PKW
Invesco BuyBack Achievers ETF
2018-12-31
Sold Out
-0.54%
0 $ 0 0
$59.97
5.28%
Sold Out
-
DOCU
DocuSign Inc
2018-12-31
New Buy
+0.24%
0 $ 0 0
$54.11
29.39%
New holding
41,265
ITOT
iShares Core S&P Total U.S. Stock Market
2018-12-31
Reduce
-%
0 $ 0 0
$63.71
4.07%
Reduce -2.04%
7,789
VWO
Vanguard FTSE Emerging Markets
2018-09-30
Add
+36.94%
0 $ 0 0
$41.46
-1.43%
Add 392.04%
8,473,000
EFA
iShares MSCI EAFE
2018-09-30
Add
+15.08%
0 $ 0 0
$64.04
-5.14%
Add 4619.44%
1,699,000
VEEV
Veeva Systems Inc
2018-09-30
New Buy
+1.74%
0 $ 0 0
$118
30.08%
New holding
120,000
PKW
Invesco BuyBack Achievers ETF
2018-09-30
Reduce
-1.44%
0 $ 0 0
$59.97
0.47%
Reduce -58.23%
66,700
ARVN
Arvinas Inc
2018-09-30
New Buy
+0.42%
0 $ 0 0
$21.98
33.54%
New holding
184,615
DEI
Douglas Emmett Inc
2018-09-30
Sold Out
-0.15%
0 $ 0 0
$38.71
-0.77%
Sold Out
-
VIOG
Vanguard S&P Small-Cap 600 Growth
2018-09-30
Sold Out
-0.07%
0 $ 0 0
$159.61
-7.48%
Sold Out
-
SPY
SPDR S&P 500
2018-06-30
Sold Out
-10.32%
0 $ 0 0
$278.41
3.08%
Sold Out
-
VWO
Vanguard FTSE Emerging Markets
2018-06-30
Add
+9.97%
0 $ 0 0
$41.46
-8.19%
Add 100.56%
1,722,000
PSTG
Pure Storage Inc
2018-06-30
Sold Out
-3.41%
0 $ 0 0
$19.28
-12.36%
Sold Out
-
PKW
Invesco BuyBack Achievers ETF
2018-06-30
New Buy
+2.48%
0 $ 0 0
$59.97
4.39%
New holding
159,700
VEEV
Veeva Systems Inc
2018-06-30
Sold Out
-1.62%
0 $ 0 0
$118
55.16%
Sold Out
-
AR
Antero Resources Corp
2018-06-30
Reduce
-0.71%
0 $ 0 0
$9.84
-49.87%
Reduce -2.86%
4,387,218
EFA
iShares MSCI EAFE
2018-06-30
Add
+0.42%
0 $ 0 0
$64.04
-8.66%
Add 176.92%
36,000
JBGS
JBG SMITH Properties
2018-06-30
Reduce
-0.38%
0 $ 0 0
$40.77
12.66%
Reduce -0.79%
5,104,535
DEI
Douglas Emmett Inc
2018-06-30
New Buy
+0.15%
0 $ 0 0
$38.71
2.54%
New holding
13,469
ITOT
iShares Core S&P Total U.S. Stock Market
2018-06-30
New Buy
+0.14%
0 $ 0 0
$63.71
2.53%
New holding
7,951
VIOG
Vanguard S&P Small-Cap 600 Growth
2018-06-30
New Buy
+0.07%
0 $ 0 0
$159.61
1.29%
New holding
1,500
AMGP
Antero Midstream GP LP
2018-03-31
Sold Out
-14.69%
0 $ 0 0
$14.07
-27.29%
Sold Out
-
VWO
Vanguard FTSE Emerging Markets
2018-03-31
New Buy
+11.22%
0 $ 0 0
$41.46
-13.53%
New holding
858,600
SPY
SPDR S&P 500
2018-03-31
New Buy
+10.32%
0 $ 0 0
$278.41
2.35%
New holding
141,000
PSTG
Pure Storage Inc
2018-03-31
New Buy
+3.41%
0 $ 0 0
$19.28
-1.73%
New holding
613,896
AR
Antero Resources Corp
2018-03-31
Add
+2.48%
0 $ 0 0
$9.84
-49.23%
Add 11.05%
4,516,262
VEEV
Veeva Systems Inc
2018-03-31
New Buy
+1.62%
0 $ 0 0
$118
82.55%
New holding
80,000
EFA
iShares MSCI EAFE
2018-03-31
Reduce
-0.56%
0 $ 0 0
$64.04
-10.19%
Reduce -64.86%
13,000
IVW
iShares S&P 500 Growth
2018-03-31
Sold Out
-0.08%
0 $ 0 0
$166.98
4.70%
Sold Out
-
PBPB
Potbelly Corp
2018-03-31
Sold Out
-0.07%
0 $ 0 0
$8.76
-30.31%
Sold Out
-
QTNA
Quantenna Communications Inc
2018-03-31
Sold Out
-0.07%
0 $ 0 0
$17.86
28.86%
Sold Out
-
AMGP
Antero Midstream GP LP
2017-12-31
Reduce
-16.21%
0 $ 0 0
$14.07
-24.40%
Reduce -60.76%
2,263,817
EFA
iShares MSCI EAFE
2017-12-31
Reduce
-14.38%
0 $ 0 0
$64.04
-7.91%
Reduce -96.17%
37,000
AR
Antero Resources Corp
2017-12-31
Add
+2.45%
0 $ 0 0
$9.84
-48.70%
Add 10.68%
4,067,000
Total 315