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YALE UNIVERSITY

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NEW HAVEN CT
13F Summary
Yale University is based out of New Haven. Their last reported 13F filing for Q1 2024 included $39,936,773 in managed 13F securities and a top 10 holdings concentration of 100.0%. Yale University's largest holding is VANGUARD EMERGING MARKETS STOCK INDEX FUND-ETF Shares with shares held of 342,000. Whalewisdom has at least 102 13F filings, 14 13D filings, 37 13G filings, and 14 Form 4 filings

2024-03-31

Top Buys (13F)

Name % Change
COIN Coinbase Global Inc 24.97%
DOOO BRP Inc 22.56%

2024-03-31

Top Sells (13F)

Name % Change
ACI Albertsons Companies 78.87%
UDMY Udemy Inc 1.7%
VCTR Victory Capital Hold 1.11%
ALUR Allurion Technologie 0.04%

2024-03-31

13F Holdings Summary

Name $ Change
VWO VANGUARD EMERGING MA 35.77%
COIN Coinbase Global Inc 24.97%
DOOO BRP Inc 22.56%
ARVN Arvinas Holding Comp 14.83%
ITOT BTC iShares Core S&P 1.87%

2024-03-31

13F Activity

Market Value $39.9m, Prior: $113m
Inflows (Outflows) as % of Total MV (-34.1889)%
New Purchases 2 stocks
Added To 0 stocks
Sold out of 4 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 100%
Turnover %[1] 66.67%
Turnover Alt %[2] 47.53%
Time Held Top 20 3.2 quarters
Time Held Top 10 3.2 quarters
Time Held All 6.8 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance