David Swensen

David Swensen

Yale University
Last update 2020-02-13 6 Stocks (3 new)
Value $63.00 Mil Turnover 40 %
Guru Portfolio Report Download

David Swensen Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
JBGS JBG SMITH Properties2019-12-31Reduce-34.59%
38.6 ($39.58) 40.54
$31.25-21.05%Reduce -65.32%569,754
FC Franklin Covey Co2019-12-31New Buy+21.23%
32.23 ($36.27) 39.68
$19.51-46.21%New holding413,433
SPY SPDR S&P 5002019-12-31Reduce-18.54%
288.06 ($308.48) 322.94
$274.03-11.17%Reduce -62.81%45,000
VEEV Veeva Systems Inc2019-12-31New Buy+15.25%
139.77 ($146.82) 159.23
$160.499.31%New holding68,030
SMAR Smartsheet Inc2019-12-31Sold Out-5.70%
34.8 ($41.55) 47.43
$44.867.97%Sold Out0
EFA iShares MSCI EAFE2019-12-31Sold Out-4.39%
62.55 ($66.97) 69.64
$54.34-18.86%Sold Out0
ZM Zoom Video Communications Inc2019-12-31New Buy+3.48%
62 ($68.76) 76.99
$117.8171.34%New holding32,137
NXTC NextCure Inc2019-12-31Sold Out-3.16%
25 ($42.28) 92.22
$36.18-14.43%Sold Out0
VWO Vanguard FTSE Emerging Markets2019-12-31Sold Out-2.48%
39.79 ($42.43) 44.7
$34.88-17.79%Sold Out0
BRK.A Berkshire Hathaway Inc2019-12-31Sold Out-0.77%
305090 ($326054) 340380
$286,999-11.98%Sold Out0
WORK Slack Technologies Inc2019-12-31Sold Out-0.68%
20.13 ($22.24) 26.05
$24.9011.96%Sold Out0
SPY SPDR S&P 5002019-09-30Add+19.76%
282.52 ($294.27) 300.62
$274.03-6.88%Add 202.5%121,000
JBGS JBG SMITH Properties2019-09-30Reduce-13.04%
37.6 ($39.02) 40.33
$31.25-19.91%Reduce -19.61%1,642,841
WORK Slack Technologies Inc2019-09-30Reduce-12.48%
22.06 ($30.36) 36.55
$24.90-17.98%Reduce -91.98%35,117
SMAR Smartsheet Inc2019-09-30New Buy+5.70%
36.03 ($47.72) 54.94
$44.86-5.99%New holding192,421
DOCU DocuSign Inc2019-09-30Sold Out-3.02%
43.91 ($52.27) 64.8
$88.3769.06%Sold Out0
VWO Vanguard FTSE Emerging Markets2019-09-30New Buy+2.48%
39 ($41.29) 43.14
$34.88-15.52%New holding75,000
BRK.A Berkshire Hathaway Inc2019-09-30New Buy+0.77%
295000 ($309558) 323149
$286,999-7.29%New holding3
SGEN Seattle Genetics Inc2019-09-30Sold Out-0.68%
63.18 ($73.26) 85.4
$119.6863.36%Sold Out0
DEI Douglas Emmett Inc2019-09-30Sold Out-0.26%
39.65 ($41.34) 42.86
$31.67-23.39%Sold Out0
EFA iShares MSCI EAFE2019-09-30Add+0.05%
61.3 ($64.44) 66.68
$54.34-15.67%Add 1.23%82,000
JBGS JBG SMITH Properties2019-06-30Reduce-25.65%
38.5 ($41.13) 43.17
$31.25-24.02%Reduce -33.96%2,043,484
WORK Slack Technologies Inc2019-06-30New Buy+13.57%
35.2 ($36.82) 38.62
$24.90-32.37%New holding437,667
SPY SPDR S&P 5002019-06-30Add+5.81%
274.57 ($287.91) 295.86
$274.03-4.82%Add 150%40,000
DOCU DocuSign Inc2019-06-30Reduce-4.57%
47.9 ($53.4) 57.66
$88.3765.49%Reduce -67.07%73,438
VWO Vanguard FTSE Emerging Markets2019-06-30Sold Out-4.24%
39.79 ($42.07) 44.01
$34.88-17.09%Sold Out0
SMAR Smartsheet Inc2019-06-30Sold Out-3.47%
38.03 ($42.46) 48.87
$44.865.65%Sold Out0
ARVN Arvinas Inc2019-06-30Sold Out-1.61%
15.96 ($21.06) 23.8
$43.34105.79%Sold Out0
NXTC NextCure Inc2019-06-30New Buy+1.54%
14.16 ($17.39) 20.64
$36.18108.05%New holding124,474
EFA iShares MSCI EAFE2019-06-30Reduce-1.30%
62.06 ($64.28) 65.73
$54.34-15.46%Reduce -29.57%81,000
SGEN Seattle Genetics Inc2019-06-30New Buy+0.68%
63.9 ($70) 80.91
$119.6870.97%New holding11,801
ZUO Zuora Inc2019-06-30Sold Out-0.65%
13.26 ($18.99) 22.87
$8.74-53.98%Sold Out0
HNRG Hallador Energy Co2019-06-30Sold Out-0.30%
4.88 ($5.39) 5.9
$0.84-84.42%Sold Out0
DEI Douglas Emmett Inc2019-06-30New Buy+0.26%
38.99 ($40.97) 42
$31.67-22.70%New holding7,685
ITOT iShares Core S&P Total U.S. Stock Market2019-06-30Reduce-0.05%
62.13 ($65.23) 66.91
$60.70-6.94%Reduce -17.97%6,389
VWO Vanguard FTSE Emerging Markets2019-03-31Reduce-37.03%
37.67 ($41.12) 43.15
$34.88-15.18%Reduce -97.51%169,000
EFA iShares MSCI EAFE2019-03-31Reduce-34.62%
56.9 ($61.67) 64.22
$54.34-11.89%Reduce -97.21%115,000
DOCU DocuSign Inc2019-03-31Add+5.56%
38.83 ($50.83) 58.85
$88.3773.85%Add 440.37%222,984
SPY SPDR S&P 5002019-03-31Reduce-5.33%
244.21 ($271.34) 284.73
$274.030.99%Reduce -90.08%16,000
JBGS JBG SMITH Properties2019-03-31Reduce-3.97%
34.39 ($39.17) 41.59
$31.25-20.22%Reduce -20.07%3,094,355
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