David Swensen’s 2008 public equity investments in Yale Endowment portfolio
Posted on: October 15, 2008
Yale Endowment, as an institution investor, has to disclose to SEC its public equity holdings every quarter. This allows us to get a glimpse of David Swensen’s direct stock investments. Since Yale Endowment does not have to disclose its private equity investments and its allocations to money managers, this is not the complete picture of its asset allocation.
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Table: David Swensen’s stock portfolio
| Ticker | % weight of portfolio | Name |
| OEF | 1.24% | iShares S&P 100 Index |
| INFN | 0.12% | Infinera Corp |
| EFA | 13.82% | iShares MSCI EAFE Index |
| EEM | 37.42% | iShares MSCI Emerging Market Index |
| AKR | 7.12% | Acadia Realty Trust |
| XTXI | 1.39% | Crosstex Energy Inc. |
| WWW | 0.07% | Wolverine World Wide |
| CELG | 0.05% | Celgene Corp |
| DEI | 29.47% | Douglous Emmett Inc. |
| CXO | 8.39% | Concho Resources Inc |
| SPY | 0.9% | SPDR S&P 500 Index |
The Investment Scientist 
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