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Yale University - David Swensen
Yale University a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
74 Followers
Portfolio Gain
-5.31%
Since Jan 2016
Sharpe Ratio
-0.01
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$112.92M
David Swensen manages more assets than 1% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
-0.64%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
78.43% Consumer Defensive
13.04% General
5.27% Healthcare
1.70% Technology
1.21% Financial
A breakdown of Yale University's portfolio by sector
Yale University Portfolio Activity
Vanguard FTSE Emerging Markets ETF
Not Changed
General
$39.41
($37.45-$41.37)
-0.13%
0.00%
14.06M
12.44%
iShares Core S&P Total U.S. Stock Market ETF
Reduced
General
$97.79
($89.73-$105.85)
+4.47%
-1.52%
680.21K
0.60%
Victory Capital Holdings
New
Financial
$31.93
($28.66-$35.20)
+34.41%
+100.00%
1.38M
1.21%
Arvinas Holding Company
New
Healthcare
$28.20
($13.57-$42.84)
-16.69%
+100.00%
5.91M
5.23%
Albertsons Companies
Not Changed
Consumer Defensive
$21.99
($20.84-$23.13)
-10.55%
0.00%
89.06M
78.43%
Allurion Technologies
Not Changed
Healthcare
$4.08
($3.01-$5.15)
-45.45%
0.00%
45.83K
0.04%
Udemy Inc
New
Technology
$12.31
($8.61-$16.01)
-32.04%
+100.00%
1.91M
1.70%
See a list of Yale University's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details
Measured Performance
Compare Yale University's performance with other Hedge Funds and the S&P 500
Yale University activity FAQ
What is Yale University’s portfolio gain since Jun 2013?
Yale University’s portfolio gain since Jun 2013 was -5.31%.
What is Yale University’s Sharpe Ratio?
Yale University’s Sharpe Ratio is -0.01.
What is Yale University’s portfolio value?
Yale University’s portfolio value is $112.92M.
What is Yale University’s average return since the fund’s last 13F filing?
Yale University’s average return since the fund’s last 13F filing is -9.65%.
What was Yale University’s average return in the last 12 months?
Yale University’s average return in the last 12 months was -0.91%.
What was Yale University’s average return in the last 3 years?
Yale University’s average return in the last 3 years was -0.64%.
When was the most recent most recent 13F form submitted by Yale University?
Yale University's most recent 13F form was submitted on Dec 31, 2023.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is David Swensen Net Worth?
David Swensen is Managing Yale University which has a net worth of $112.92M.
TipRanks & Hedge Funds: TipRanks measures the performance of David Swensen and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.