David Swensen

David Swensen

Yale University
Last update 2018-12-10 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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David Swensen Latest Trades

VWO
Vanguard FTSE Emerging Markets
2018-09-30
Add
+36.94%
0 $ 0 0
$38.56
-8.32%
Add 392.04%
8,473,000
EFA
iShares MSCI EAFE
2018-09-30
Add
+15.08%
0 $ 0 0
$60.47
-10.43%
Add 4619.44%
1,699,000
VEEV
Veeva Systems Inc
2018-09-30
New Buy
+1.74%
0 $ 0 0
$90.41
-0.33%
New holding
120,000
PKW
Invesco BuyBack Achievers ETF
2018-09-30
Reduce
-1.44%
0 $ 0 0
$55.41
-7.17%
Reduce -58.23%
66,700
ARVN
Arvinas Inc
2018-09-30
New Buy
+0.42%
0 $ 0 0
$16.82
2.19%
New holding
184,615
DEI
Douglas Emmett Inc
2018-09-30
Sold Out
-0.15%
0 $ 0 0
$36.22
-7.15%
Sold Out
-
VIOG
Vanguard S&P Small-Cap 600 Growth
2018-09-30
Sold Out
-0.07%
0 $ 0 0
$147.62
-14.43%
Sold Out
-
SPY
SPDR S&P 500
2018-06-30
Sold Out
-10.32%
0 $ 0 0
$264.13
-2.20%
Sold Out
-
VWO
Vanguard FTSE Emerging Markets
2018-06-30
Add
+9.97%
0 $ 0 0
$38.56
-14.61%
Add 100.56%
1,722,000
PSTG
Pure Storage Inc
2018-06-30
Sold Out
-3.41%
0 $ 0 0
$17.42
-20.82%
Sold Out
-
PKW
Invesco BuyBack Achievers ETF
2018-06-30
New Buy
+2.48%
0 $ 0 0
$55.41
-3.55%
New holding
159,700
VEEV
Veeva Systems Inc
2018-06-30
Sold Out
-1.62%
0 $ 0 0
$90.41
18.88%
Sold Out
-
AR
Antero Resources Corp
2018-06-30
Reduce
-0.71%
0 $ 0 0
$12.44
-36.63%
Reduce -2.86%
4,387,218
EFA
iShares MSCI EAFE
2018-06-30
Add
+0.42%
0 $ 0 0
$60.47
-13.75%
Add 176.92%
36,000
JBGS
JBG SMITH Properties
2018-06-30
Reduce
-0.38%
0 $ 0 0
$37.84
4.56%
Reduce -0.79%
5,104,535
DEI
Douglas Emmett Inc
2018-06-30
New Buy
+0.15%
0 $ 0 0
$36.22
-4.05%
New holding
13,469
ITOT
iShares Core S&P Total U.S. Stock Market
2018-06-30
New Buy
+0.14%
0 $ 0 0
$60.10
-3.28%
New holding
7,951
VIOG
Vanguard S&P Small-Cap 600 Growth
2018-06-30
New Buy
+0.07%
0 $ 0 0
$147.62
-6.32%
New holding
1,500
AMGP
Antero Midstream GP LP
2018-03-31
Sold Out
-14.69%
0 $ 0 0
$14.23
-26.46%
Sold Out
-
VWO
Vanguard FTSE Emerging Markets
2018-03-31
New Buy
+11.22%
0 $ 0 0
$38.56
-19.58%
New holding
858,600
SPY
SPDR S&P 500
2018-03-31
New Buy
+10.32%
0 $ 0 0
$264.13
-2.90%
New holding
141,000
PSTG
Pure Storage Inc
2018-03-31
New Buy
+3.41%
0 $ 0 0
$17.42
-11.21%
New holding
613,896
AR
Antero Resources Corp
2018-03-31
Add
+2.48%
0 $ 0 0
$12.44
-35.81%
Add 11.05%
4,516,262
VEEV
Veeva Systems Inc
2018-03-31
New Buy
+1.62%
0 $ 0 0
$90.41
39.87%
New holding
80,000
EFA
iShares MSCI EAFE
2018-03-31
Reduce
-0.56%
0 $ 0 0
$60.47
-15.20%
Reduce -64.86%
13,000
IVW
iShares S&P 500 Growth
2018-03-31
Sold Out
-0.08%
0 $ 0 0
$158.99
-0.31%
Sold Out
-
PBPB
Potbelly Corp
2018-03-31
Sold Out
-0.07%
0 $ 0 0
$9.29
-26.09%
Sold Out
-
QTNA
Quantenna Communications Inc
2018-03-31
Sold Out
-0.07%
0 $ 0 0
$14.81
6.85%
Sold Out
-
AMGP
Antero Midstream GP LP
2017-12-31
Reduce
-16.21%
0 $ 0 0
$14.23
-23.54%
Reduce -60.76%
2,263,817
EFA
iShares MSCI EAFE
2017-12-31
Reduce
-14.38%
0 $ 0 0
$60.47
-13.04%
Reduce -96.17%
37,000
AR
Antero Resources Corp
2017-12-31
Add
+2.45%
0 $ 0 0
$12.44
-35.14%
Add 10.68%
4,067,000
BHVN
Biohaven Pharmaceutical Holding Co Ltd
2017-12-31
Sold Out
-2.11%
0 $ 0 0
$36.61
32.64%
Sold Out
-
IVW
iShares S&P 500 Growth
2017-12-31
New Buy
+0.08%
0 $ 0 0
$158.99
6.33%
New holding
1,672
PBPB
Potbelly Corp
2017-12-31
New Buy
+0.07%
0 $ 0 0
$9.29
-24.29%
New holding
17,633
QTNA
Quantenna Communications Inc
2017-12-31
New Buy
+0.07%
0 $ 0 0
$14.81
8.10%
New holding
16,200
JBGS
JBG SMITH Properties
2017-09-30
New Buy
+39.75%
0 $ 0 0
$37.84
11.29%
New holding
5,145,068
EFA
iShares MSCI EAFE
2017-09-30
Reduce
-24.69%
0 $ 0 0
$60.47
-9.52%
Reduce -61.75%
967,022
FXI
iShares China Large-Cap
2017-09-30
Sold Out
-8.33%
0 $ 0 0
$40.67
-5.04%
Sold Out
-
AR
Antero Resources Corp
2017-09-30
Reduce
-1.31%
0 $ 0 0
$12.44
-38.32%
Reduce -6.35%
3,674,487
AMGP
Antero Midstream GP LP
2017-09-30
Add
+1%
0 $ 0 0
$14.23
-28.78%
Add 3.89%
5,769,780
Total 306