David Swensen

David Swensen

Yale University
Last update 2018-12-12 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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SMALL CAP
MID CAP
LARGE CAP
MEGA CAP

David Swensen Latest Trades

VWO
Vanguard FTSE Emerging Markets
2018-09-30
Add
+36.94%
0 $ 0 0
$39.20
-6.80%
Add 392.04%
8,473,000
EFA
iShares MSCI EAFE
2018-09-30
Add
+15.08%
0 $ 0 0
$61.25
-9.27%
Add 4619.44%
1,699,000
VEEV
Veeva Systems Inc
2018-09-30
New Buy
+1.74%
0 $ 0 0
$92.11
1.54%
New holding
120,000
PKW
Invesco BuyBack Achievers ETF
2018-09-30
Reduce
-1.44%
0 $ 0 0
$55.61
-6.84%
Reduce -58.23%
66,700
ARVN
Arvinas Inc
2018-09-30
New Buy
+0.42%
0 $ 0 0
$15.99
-2.86%
New holding
184,615
DEI
Douglas Emmett Inc
2018-09-30
Sold Out
-0.15%
0 $ 0 0
$35.72
-8.43%
Sold Out
-
VIOG
Vanguard S&P Small-Cap 600 Growth
2018-09-30
Sold Out
-0.07%
0 $ 0 0
$146.57
-15.04%
Sold Out
-
SPY
SPDR S&P 500
2018-06-30
Sold Out
-10.32%
0 $ 0 0
$265.37
-1.74%
Sold Out
-
VWO
Vanguard FTSE Emerging Markets
2018-06-30
Add
+9.97%
0 $ 0 0
$39.20
-13.20%
Add 100.56%
1,722,000
PSTG
Pure Storage Inc
2018-06-30
Sold Out
-3.41%
0 $ 0 0
$17.51
-20.41%
Sold Out
-
PKW
Invesco BuyBack Achievers ETF
2018-06-30
New Buy
+2.48%
0 $ 0 0
$55.61
-3.20%
New holding
159,700
VEEV
Veeva Systems Inc
2018-06-30
Sold Out
-1.62%
0 $ 0 0
$92.11
21.12%
Sold Out
-
AR
Antero Resources Corp
2018-06-30
Reduce
-0.71%
0 $ 0 0
$12.16
-38.05%
Reduce -2.86%
4,387,218
EFA
iShares MSCI EAFE
2018-06-30
Add
+0.42%
0 $ 0 0
$61.25
-12.64%
Add 176.92%
36,000
JBGS
JBG SMITH Properties
2018-06-30
Reduce
-0.38%
0 $ 0 0
$37.76
4.34%
Reduce -0.79%
5,104,535
DEI
Douglas Emmett Inc
2018-06-30
New Buy
+0.15%
0 $ 0 0
$35.72
-5.38%
New holding
13,469
ITOT
iShares Core S&P Total U.S. Stock Market
2018-06-30
New Buy
+0.14%
0 $ 0 0
$60.30
-2.96%
New holding
7,951
VIOG
Vanguard S&P Small-Cap 600 Growth
2018-06-30
New Buy
+0.07%
0 $ 0 0
$146.57
-6.99%
New holding
1,500
AMGP
Antero Midstream GP LP
2018-03-31
Sold Out
-14.69%
0 $ 0 0
$14.24
-26.41%
Sold Out
-
VWO
Vanguard FTSE Emerging Markets
2018-03-31
New Buy
+11.22%
0 $ 0 0
$39.20
-18.25%
New holding
858,600
SPY
SPDR S&P 500
2018-03-31
New Buy
+10.32%
0 $ 0 0
$265.37
-2.44%
New holding
141,000
PSTG
Pure Storage Inc
2018-03-31
New Buy
+3.41%
0 $ 0 0
$17.51
-10.75%
New holding
613,896
AR
Antero Resources Corp
2018-03-31
Add
+2.48%
0 $ 0 0
$12.16
-37.25%
Add 11.05%
4,516,262
VEEV
Veeva Systems Inc
2018-03-31
New Buy
+1.62%
0 $ 0 0
$92.11
42.50%
New holding
80,000
EFA
iShares MSCI EAFE
2018-03-31
Reduce
-0.56%
0 $ 0 0
$61.25
-14.11%
Reduce -64.86%
13,000
IVW
iShares S&P 500 Growth
2018-03-31
Sold Out
-0.08%
0 $ 0 0
$160.24
0.47%
Sold Out
-
PBPB
Potbelly Corp
2018-03-31
Sold Out
-0.07%
0 $ 0 0
$9.36
-25.54%
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
$14.24
-23.48%
Reduce -60.76%
2,263,817
EFA
iShares MSCI EAFE
2017-12-31
Reduce
-14.38%
0 $ 0 0
$61.25
-11.92%
Reduce -96.17%
37,000
AR
Antero Resources Corp
2017-12-31
Add
+2.45%
0 $ 0 0
$12.16
-36.60%
Add 10.68%
4,067,000
BHVN
Biohaven Pharmaceutical Holding Co Ltd
2017-12-31
Sold Out
-2.11%
0 $ 0 0
$36.49
32.21%
Sold Out
-
IVW
iShares S&P 500 Growth
2017-12-31
New Buy
+0.08%
0 $ 0 0
$160.24
7.17%
New holding
1,672
PBPB
Potbelly Corp
2017-12-31
New Buy
+0.07%
0 $ 0 0
$9.36
-23.72%
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
$37.76
11.06%
New holding
5,145,068
EFA
iShares MSCI EAFE
2017-09-30
Reduce
-24.69%
0 $ 0 0
$61.25
-8.35%
Reduce -61.75%
967,022
FXI
iShares China Large-Cap
2017-09-30
Sold Out
-8.33%
0 $ 0 0
$41.59
-2.90%
Sold Out
-
AR
Antero Resources Corp
2017-09-30
Reduce
-1.31%
0 $ 0 0
$12.16
-39.71%
Reduce -6.35%
3,674,487
AMGP
Antero Midstream GP LP
2017-09-30
Add
+1%
0 $ 0 0
$14.24
-28.73%
Add 3.89%
5,769,780
Total 306