GO
YALE UNIVERSITY
David Swensen
Current Period
01/01 ‐ 02/21
Latest Filing
2019-12-31
Past Filings
( select quarter )
All
Holdings
Stock
Holdings
Options
( PUT / CALL )
Sector
All
Top Percentile
 %
All
6$62.76M
New Buy
3$25.08M
Increased
0$0
Unchanged
1$464.42K
Decreased
2$37.21M
Sold Out
6($23.29M)
Sort by 
Portfolio Weight
Change Rate
Stock Symbol
Stock Price
12
JBGS
36.22% PW
$22.73M
569.75K SH
COM
SPY
23.08% PW
$14.48M
45.00K SH
ETF TR TR UNIT
FC
21.23% PW
$13.32M
413.43K SH
COM
VEEV
15.25% PW
$9.57M
68.03K SH
COM CL A
ZM
3.48% PW
$2.19M
32.14K SH
CL A
ITOT
0.74% PW
$464.42K
6.39K SH
ETF
WORK
0.00% PW
($781.68K)
(35.12K SH)
COM CL A
BRK.A
0.00% PW
($977.27K)
(3.00 SH)
DEL CL A
VWO
0.00% PW
($3.02M)
(75.00K SH)
ETF
NXTC
0.00% PW
($5.20M)
(124.47K SH)
COM
EFA
0.00% PW
($5.35M)
(82.00K SH)
MSCI EAFE INDEX FD
SMAR
0.00% PW
($7.96M)
(192.42K SH)
COM CL A
Portfolio Money Flow
Total Value of Stock Holdings
2016
2017
2018
2019
2020
$100M
$200M
$300M
$400M
Money Infows
Money Outflows
2016
2017
2018
2019
2020
-$200M
-$100M
$0
$100M
$200M
$300M
Key Terms
Top Percentile is a filter to get holdings of a portfolio in a selected percentile. For example, you may enter 30 to show only holdings in the top 30 percentile by weight.
Change Rate is defined for each holding as follows:
  • Change rate for new position is 100% New.
  • Change rate for an Increased Position is defined as number of new shares out of total shares in the latest quarter. For example, a fund increased its AAPL position by 700 to 1000 shares in the latest quarter, then the change rate for the position is 70% New = (700/1000)*100.
  • Change rate for a Decreased Position is defined as number shares sold out of total shares in the last quarter.
  • Change rate for sold out position is 100% Sold.
appeared in the Current Period holding cards represent the position activities reported in the latest filing quarter.