Find Hedge Fund Portfolio
Hedge Fund Manager
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
0
0
0
0
0
0
0
0
0
David SwensenHM-KEY
YALE UNIVERSITY
Time Period2019-03-31

Total Holdings10

Total Value ($x1000)88,165

Investment StyleBlend

Activities
New3

Increased1

Unchanged2

Decreased4

Sold Out1

Top 10 Stock Holdingstotal 100%
JBGS53

DOCU13.11

EFA8.46

VWO8.15

SMAR6.67

 
SPY5.13

ARVN3.09

ZUO1.25

HNRG0.57

ITOT0.57

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JBGS
53%
COM
DOCU
13.11%
COM
EFA
8.46%
MSCI EAFE ETF
VWO
8.15%
FTSE EMR MKT ETF
SMAR
6.67%
CL A
SPY
5.13%
TR UNIT
ARVN
3.09%
COM
ZUO
1.25%
CL A
HNRG
0.57%
COM
ITOT
0.57%
CORE S&P TTL STK
AR
0.05%
COM