Yale University
Yale University
13F
Yale University
Last update 2023-03-22 4 Stocks (0 new)
Value $37.00 Mil Turnover 48 %
Portfolio Report

Yale University Profile

The Yale Investment Office seeks to provide high inflation-adjusted returns to support current and future needs of the University. They work to establish an appropriate risk-adjusted asset allocation and seek out long-term partnerships across the globe with managers who provide deep analytical insights and improve the operations of public and private businesses.
Yale's portfolio is structured using a combination of academic theory and informed market judgment. The theoretical framework relies on mean-variance analysis, an approach developed by Nobel laureates James Tobin and Harry Markowitz, both of whom conducted work on this important portfolio management tool at Yale’s Cowles Foundation.

Yale University Investing Philosophy

Operating under the guidance of Yale's Investment Committee, the Investments Office manages Yale's Endowment. The Endowment contains thousands of funds with a variety of purposes and restrictions. Approximately three-quarters constitute true endowment - gifts restricted by donors to provide long-term funding for designated purposes. The remaining one-quarter represents quasi-endowment, monies that the Yale Corporation chooses to invest and treat as endowment.

Yale University's Portfolio

Yale University Current Holdings

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Ticker
PRCT
VWO
ITOT
ISO
REPX
Ticker
Company
Industry
Market Cap $Mil
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
PRCT
PROCEPT BioRobotics CorpMedical Devices & Instruments
1,332.07
558,535
23,201.54
+340.26%
62.28
+48.13%
1.25
-27.44%
-28.53%
VWO
Vanguard FTSE Emerging Markets ETF
70,587.95
342,000
13,331.16
0%
35.78
0%
0.02
+2.48%
+1.87%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
39,718.22
6,564
556.63
0%
1.49
0%
0
+2.96%
+3.02%
ISO
IsoPlexis CorpMedical Devices & Instruments
30.28
107,278
166.28
0%
0.45
0%
0.27
-53.28%
-50.86%
REPX
Riley Exploration Permian IncOil & Gas
664.44
0
0
Sold Out
0
-1.58%
0
+14.08%
+13.15%
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