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Yale University13F | |
| Yale University | |
| Last update 2024-05-15 | 5 Stocks (2 new) |
| Value $40.00 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'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
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
COIN | Coinbase Global Inc | 37,612 | 9,971.69 | New Holding | 24.97 | +24.97% | 0.02 | +26.61% | +16.75% | 49,862.77 | Capital Markets | |
DOOO | BRP Inc | 134,275 | 9,009.85 | New Holding | 22.56 | +22.56% | 0.18 | +7.62% | -1.70% | 5,276.79 | Vehicles & Parts | |
VWO | Vanguard FTSE Emerging Markets ETF | 342,000 | 14,285.34 | 0% | 35.77 | 0% | - | +8.32% | +7.10% | 79,840.38 | ||
ARVN | Arvinas Inc | 143,522 | 5,924.59 | 0% | 14.83 | 0% | 0.21 | -36.48% | -23.81% | 2,146.02 | Biotechnology | |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 6,464 | 745.30 | 0% | 1.87 | 0% | - | +4.75% | +9.38% | 54,217.86 | ||
VCTR | Victory Capital Holdings Inc | 0 | 0 | Sold Out | 0 | -1.11% | 0 | +44.37% | +50.66% | 3,329.32 | Asset Management | |
ACI | Albertsons Companies Inc | 0 | 0 | Sold Out | 0 | -78.87% | 0 | -1.34% | -8.52% | 12,010.08 | Retail - Defensive | |
UDMY | Udemy Inc | 0 | 0 | Sold Out | 0 | -1.70% | 0 | -29.91% | -33.33% | 1,503.48 | Education | |
ALUR | Allurion Technologies Inc | 0 | 0 | Sold Out | 0 | -0.04% | 0 | -27.99% | -43.58% | 101.11 | Medical Devices & Instruments |
Total 9
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