GO
David Swensen
YALE UNIVERSITY
Current Period
07/01 ‐ 10/16
Latest Filing
2019-06-30
Past Filings
( select quarter )
All
Holdings
Stock
Holdings
Options
( PUT / CALL )
Sector
All
Top Percentile
 %
All
9$120.91M
New Buy
4$19.40M
Increased
2$92.11M
Unchanged
0$0
Decreased
3$9.40M
Sold Out
5($18.75M)
Sort by 
Portfolio Weight
Change Rate
Stock Symbol
Stock Price
14
JBGS
66.49% PW
$80.39M
2.04M SH
COM
WORK
13.57% PW
$16.41M
437.67K SH
COM CL A
SPY
9.69% PW
$11.72M
40.00K SH
ETF
EFA
4.40% PW
$5.32M
81.00K SH
MSCI EAFE INDEX FD
DOCU
3.02% PW
$3.65M
73.44K SH
COM
NXTC
1.54% PW
$1.86M
124.47K SH
COM
SGEN
0.68% PW
$816.75K
11.80K SH
COM
ITOT
0.35% PW
$425.70K
6.39K SH
ETF
DEI
0.25% PW
$306.17K
7.69K SH
COM
HNRG
0.00% PW
($515.65K)
(95.65K SH)
COM
ZUO
0.00% PW
($1.04M)
(55.05K SH)
COM CL A
ARVN
0.00% PW
($3.88M)
(184.62K SH)
COM
SMAR
0.00% PW
($6.13M)
(144.18K SH)
COM CL A
VWO
0.00% PW
($7.18M)
(169.00K SH)
ETF
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.