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%)
Guru Portfolio Report Download
SMALL CAP
MID CAP
LARGE CAP
MEGA CAP

David Swensen Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
EFA iShares MSCI EAFE2018-12-31Add+20.95%
0 ($ 0) 0
$66.606.94%Add 142.84%4,125,800
AR Antero Resources Corp2018-12-31Reduce-10.28%
0 ($ 0) 0
$8.30-43.15%Reduce -99.13%38,000
VWO Vanguard FTSE Emerging Markets2018-12-31Reduce-9.22%
0 ($ 0) 0
$43.9613.56%Reduce -19.89%6,788,000
JBGS JBG SMITH Properties2018-12-31Reduce-6.06%
0 ($ 0) 0
$41.8110.96%Reduce -24.16%3,871,118
SPY SPDR S&P 5002018-12-31New Buy+5.92%
0 ($ 0) 0
$289.277.66%New holding161,300
VEEV Veeva Systems Inc2018-12-31Sold Out-1.74%
0 ($ 0) 0
$126.9839.60%Sold Out0
PKW Invesco BuyBack Achievers ETF2018-12-31Sold Out-0.54%
0 ($ 0) 0
$62.9010.43%Sold Out0
DOCU DocuSign Inc2018-12-31New Buy+0.24%
0 ($ 0) 0
$52.3125.08%New holding41,265
ITOT iShares Core S&P Total U.S. Stock Market2018-12-31Reduce0%
0 ($ 0) 0
$65.837.53%Reduce -2.04%7,789
VWO Vanguard FTSE Emerging Markets2018-09-30Add+36.94%
0 ($ 0) 0
$43.964.52%Add 392.04%8,473,000
EFA iShares MSCI EAFE2018-09-30Add+15.08%
0 ($ 0) 0
$66.60-1.35%Add 4619.44%1,699,000
VEEV Veeva Systems Inc2018-09-30New Buy+1.74%
0 ($ 0) 0
$126.9839.98%New holding120,000
PKW Invesco BuyBack Achievers ETF2018-09-30Reduce-1.44%
0 ($ 0) 0
$62.905.38%Reduce -58.23%66,700
ARVN Arvinas Inc2018-09-30New Buy+0.42%
0 ($ 0) 0
$20.9527.28%New holding184,615
DEI Douglas Emmett Inc2018-09-30Sold Out-0.15%
0 ($ 0) 0
$40.283.26%Sold Out0
VIOG Vanguard S&P Small-Cap 600 Growth2018-09-30Sold Out-0.07%
0 ($ 0) 0
$154.46-10.47%Sold Out0
SPY SPDR S&P 5002018-06-30Sold Out-10.32%
0 ($ 0) 0
$289.277.11%Sold Out0
VWO Vanguard FTSE Emerging Markets2018-06-30Add+9.97%
0 ($ 0) 0
$43.96-2.66%Add 100.56%1,722,000
PSTG Pure Storage Inc2018-06-30Sold Out-3.41%
0 ($ 0) 0
$22.723.27%Sold Out0
PKW Invesco BuyBack Achievers ETF2018-06-30New Buy+2.48%
0 ($ 0) 0
$62.909.49%New holding159,700
VEEV Veeva Systems Inc2018-06-30Sold Out-1.62%
0 ($ 0) 0
$126.9866.97%Sold Out0
AR Antero Resources Corp2018-06-30Reduce-0.71%
0 ($ 0) 0
$8.30-57.72%Reduce -2.86%4,387,218
EFA iShares MSCI EAFE2018-06-30Add+0.42%
0 ($ 0) 0
$66.60-5.01%Add 176.92%36,000
JBGS JBG SMITH Properties2018-06-30Reduce-0.38%
0 ($ 0) 0
$41.8115.53%Reduce -0.79%5,104,535
DEI Douglas Emmett Inc2018-06-30New Buy+0.15%
0 ($ 0) 0
$40.286.70%New holding13,469
ITOT iShares Core S&P Total U.S. Stock Market2018-06-30New Buy+0.14%
0 ($ 0) 0
$65.835.94%New holding7,951
VIOG Vanguard S&P Small-Cap 600 Growth2018-06-30New Buy+0.07%
0 ($ 0) 0
$154.46-1.98%New holding1,500
AM Antero Midstream GP LP2018-03-31Sold Out-14.69%
0 ($ 0) 0
$13.73-29.04%Sold Out0
VWO Vanguard FTSE Emerging Markets2018-03-31New Buy+11.22%
0 ($ 0) 0
$43.96-8.32%New holding858,600
SPY SPDR S&P 5002018-03-31New Buy+10.32%
0 ($ 0) 0
$289.276.35%New holding141,000
PSTG Pure Storage Inc2018-03-31New Buy+3.41%
0 ($ 0) 0
$22.7215.80%New holding613,896
AR Antero Resources Corp2018-03-31Add+2.48%
0 ($ 0) 0
$8.30-57.17%Add 11.05%4,516,262
VEEV Veeva Systems Inc2018-03-31New Buy+1.62%
0 ($ 0) 0
$126.9896.44%New holding80,000
EFA iShares MSCI EAFE2018-03-31Reduce-0.56%
0 ($ 0) 0
$66.60-6.60%Reduce -64.86%13,000
IVW iShares S&P 500 Growth2018-03-31Sold Out-0.08%
0 ($ 0) 0
$175.249.88%Sold Out0
PBPB Potbelly Corp2018-03-31Sold Out-0.07%
0 ($ 0) 0
$8.85-29.59%Sold Out0
QTNA Quantenna Communications Inc2018-03-31Sold Out-0.07%
0 ($ 0) 0
$24.2574.96%Sold Out0
AM Antero Midstream GP LP2017-12-31Reduce-16.21%
0 ($ 0) 0
$13.73-26.22%Reduce -60.76%2,263,817
EFA iShares MSCI EAFE2017-12-31Reduce-14.38%
0 ($ 0) 0
$66.60-4.23%Reduce -96.17%37,000
AR Antero Resources Corp2017-12-31Add+2.45%
0 ($ 0) 0
$8.30-56.73%Add 10.68%4,067,000
40/Page
Total 315