David Swensen

Last Update: 06-19-2018

Number of Stocks: 7
Number of New Stocks: 4

Total Value: $360 Mil
Q/Q Turnover: 29%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

David Swensen's Portfolio

This page shows the Portfolio Holdings of David Swensen at Yale University. It tells us what David Swensen holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2018-03-31
Number of Stocks: 7
Total value: 360 Mil
Number of New Buys: 4
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Real Estate 48.2% 48.2%
ETF, options, preferred 26.9% 26.9%
Energy 24.9% 24.9% 29.667721519% 2.5%
Technology 5% 5% 59.335443038% 5%

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Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
VWO Vanguard FTSE Emerging Markets61,059858,60040,33711.22%New Buy+11.22%0.06-7.20%-6.80%
SPY SPDR S&P 500267,563141,00037,10410.32%New Buy+10.32%0.01+4.90%+5.20%
PSTG Pure Storage IncComputer Hardware5,581613,89612,2473.41%New Buy+3.41%0.27+28.70%+52.40%
AR Antero Resources CorpOil & Gas - E&P6,8994,516,26289,64824.94%+11.05%+2.48%1.42+5.02%+14.53%
VEEV Veeva Systems IncApplication Software11,83880,0005,8421.62%New Buy+1.62%0.06+14.53%+49.29%
JBGS JBG SMITH PropertiesREITs4,3635,145,068173,44048.24%004.36+8.75%+7.16%
QTNA Quantenna Communications IncSemiconductors58500 Sold Out-0.07%0.00+16.31%+32.13%
PBPB Potbelly CorpRestaurants32600 Sold Out-0.07%0.00+3.64%+4.07%
IVW iShares S&P 500 Growth22,00500 Sold Out-0.08%0.00+7.80%+10.70%
EFA iShares MSCI EAFE72,35913,0009060.25%-64.86%-0.56%0.00-4.60%-3.60%
AMGP Antero Midstream GP LPOil & Gas - Midstream3,53800 Sold Out-14.69%0.00+18.76%-2.72%
Premium Portfolio changes after 2018-03-31 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.

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