Yale University

Yale University

13F
Yale University
Last update 2024-02-15 7 Stocks (3 new)
Value $113.00 Mil Turnover 8 %
Countries:
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

Add To Portfolio
Ticker
ARVN
UDMY
VCTR
ACI
VWO
ALUR
ITOT
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ARVN
Arvinas Inc
143,522
5,907.37
New Holding
5.23
+5.23%
0.26
-2.32%
+0.46%
2,815.27
Biotechnology
UDMY
Udemy Inc
129,987
1,914.71
New Holding
1.70
+1.70%
0.08
-26.43%
-24.78%
1,751.62
Education
VCTR
Victory Capital Holdings Inc
40,000
1,258.00
New Holding
1.11
+1.11%
0.06
+22.46%
+24.28%
2,729.61
Asset Management
ACI
Albertsons Companies Inc
3,871,972
89,055.36
0%
78.87
0%
0.67
-5.41%
-6.40%
12,333.01
Retail - Defensive
VWO
Vanguard FTSE Emerging Markets ETF
342,000
14,056.20
0%
12.45
0%
0.02
+2.18%
+1.29%
75,494.75
 
ALUR
Allurion Technologies Inc
12,253
45.83
0%
0.04
0%
0.03
-53.07%
-52.94%
83.93
Medical Devices & Instruments
ITOT
iShares Core S&P Total U.S. Stock Market ETF
6,464
680.21
-1.52%
0.60
-0.01%
0
+9.14%
+9.54%
54,217.25
 
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