David Swensen
David Swensen
Yale University
Last update 2018-08-09 8 Stocks (4 new)
Value $365.00 Mil Turnover 13 %
Top Holdings: JBGS (50.97%) AR (25.65%) VWO (19.89%) PKW (2.48%) EFA (0.66%)
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Price change from average %
Market Cap

David Swensen Latest Trades

SPY
SPDR S&P 500
2018-06-30
Sold Out
-10.32 %
0 $ 0 0
$290.71
7.64 %
Sold Out
-
VWO
Vanguard FTSE Emerging Markets
2018-06-30
Add
+9.97 %
0 $ 0 0
$41.30
-8.55 %
Add 100.56%
1,722,000
PSTG
Pure Storage Inc
2018-06-30
Sold Out
-3.41 %
0 $ 0 0
$26.56
20.73 %
Sold Out
-
PKW
Invesco BuyBack Achievers ETF
2018-06-30
New Buy
+2.48 %
0 $ 0 0
$61.58
7.19 %
New holding
159,700
VEEV
Veeva Systems Inc
2018-06-30
Sold Out
-1.62 %
0 $ 0 0
$105.14
38.31 %
Sold Out
-
AR
Antero Resources Corp
2018-06-30
Reduce
-0.71 %
0 $ 0 0
$18.58
-5.35 %
Reduce -2.86%
4,387,218
EFA
iShares MSCI EAFE
2018-06-30
Add
+0.42 %
0 $ 0 0
$68.40
-2.44 %
Add 176.92%
36,000
JBGS
JBG SMITH Properties
2018-06-30
Reduce
-0.38 %
0 $ 0 0
$36.65
1.27 %
Reduce -0.79%
5,104,535
DEI
Douglas Emmett Inc
2018-06-30
New Buy
+0.15 %
0 $ 0 0
$37.62
-0.34 %
New holding
13,469
ITOT
iShares Core S&P Total U.S. Stock Market
2018-06-30
New Buy
+0.14 %
0 $ 0 0
$67.09
7.97 %
New holding
7,951
VIOG
Vanguard S&P Small-Cap 600 Growth
2018-06-30
New Buy
+0.07 %
0 $ 0 0
$174.36
10.65 %
New holding
1,500
AMGP
Antero Midstream GP LP
2018-03-31
Sold Out
-14.69 %
0 $ 0 0
$17.25
-10.90 %
Sold Out
-
VWO
Vanguard FTSE Emerging Markets
2018-03-31
New Buy
+11.22 %
0 $ 0 0
$41.30
-13.87 %
New holding
858,600
SPY
SPDR S&P 500
2018-03-31
New Buy
+10.32 %
0 $ 0 0
$290.71
6.87 %
New holding
141,000
PSTG
Pure Storage Inc
2018-03-31
New Buy
+3.41 %
0 $ 0 0
$26.56
35.37 %
New holding
613,896
AR
Antero Resources Corp
2018-03-31
Add
+2.48 %
0 $ 0 0
$18.58
-4.13 %
Add 11.05%
4,516,262
VEEV
Veeva Systems Inc
2018-03-31
New Buy
+1.62 %
0 $ 0 0
$105.14
62.65 %
New holding
80,000
EFA
iShares MSCI EAFE
2018-03-31
Reduce
-0.56 %
0 $ 0 0
$68.40
-4.08 %
Reduce -64.86%
13,000
IVW
iShares S&P 500 Growth
2018-03-31
Sold Out
-0.08 %
0 $ 0 0
$176.92
10.93 %
Sold Out
-
PBPB
Potbelly Corp
2018-03-31
Sold Out
-0.07 %
0 $ 0 0
$12.35
-1.91 %
Sold Out
-
QTNA
Quantenna Communications Inc
2018-03-31
Sold Out
-0.07 %
0 $ 0 0
$18.42
32.90 %
Sold Out
-
AMGP
Antero Midstream GP LP
2017-12-31
Reduce
-16.56 %
0 $ 0 0
$17.25
-7.31 %
Reduce -60.76%
2,263,817
EFA
iShares MSCI EAFE
2017-12-31
Reduce
-14.70 %
0 $ 0 0
$68.40
-1.64 %
Reduce -96.17%
37,000
AR
Antero Resources Corp
2017-12-31
Add
+2.45 %
0 $ 0 0
$18.58
-3.13 %
Add 10.68%
4,067,000
IVW
iShares S&P 500 Growth
2017-12-31
New Buy
+0.08 %
0 $ 0 0
$176.92
18.33 %
New holding
1,672
PBPB
Potbelly Corp
2017-12-31
New Buy
+0.07 %
0 $ 0 0
$12.35
0.65 %
New holding
17,633
QTNA
Quantenna Communications Inc
2017-12-31
New Buy
+0.07 %
0 $ 0 0
$18.42
34.45 %
New holding
16,200
JBGS
JBG SMITH Properties
2017-09-30
New Buy
+40.61 %
0 $ 0 0
$36.65
7.79 %
New holding
5,145,068
EFA
iShares MSCI EAFE
2017-09-30
Reduce
-25.07 %
0 $ 0 0
$68.40
2.35 %
Reduce -61.75%
967,022
FXI
iShares China Large-Cap
2017-09-30
Sold Out
-8.45 %
0 $ 0 0
$42.64
-0.44 %
Sold Out
-
AR
Antero Resources Corp
2017-09-30
Reduce
-1.33 %
0 $ 0 0
$18.58
-7.88 %
Reduce -6.35%
3,674,487
AMGP
Antero Midstream GP LP
2017-09-30
Add
+1.02 %
0 $ 0 0
$17.25
-13.66 %
Add 3.89%
5,769,780
VWO
Vanguard FTSE Emerging Markets
2017-06-30
Sold Out
-69.72 %
0 $ 0 0
$41.30
1.92 %
Sold Out
-
EFA
iShares MSCI EAFE
2017-06-30
Add
+38.99 %
0 $ 0 0
$68.40
5.82 %
Add 2428.00%
2,528,000
AMGP
Antero Midstream GP LP
2017-06-30
New Buy
+30.07 %
0 $ 0 0
$17.25
-20.36 %
New holding
5,553,636
EWY
iShares Inc MSCI South Korea
2017-06-30
Sold Out
-10.36 %
0 $ 0 0
$67.76
4.41 %
Sold Out
-
FXI
iShares China Large-Cap
2017-06-30
New Buy
+8.45 %
0 $ 0 0
$42.64
8.78 %
New holding
864,400
AR
Antero Resources Corp
2017-06-30
Reduce
-0.30 %
0 $ 0 0
$18.58
-13.50 %
Reduce -1.63%
3,923,487
APTI
Apptio Inc
2017-06-30
Sold Out
-0.24 %
0 $ 0 0
$38.05
160.26 %
Sold Out
-
AMS
American Shared Hospital Services
2017-06-30
Sold Out
-0.05 %
0 $ 0 0
$3.03
-28.20 %
Sold Out
-
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