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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 Q3 2023 included $102,171,042 in managed 13F securities and a top 10 holdings concentration of 100.0%. Yale University's largest holding is Albertsons Companies, Inc. with shares held of 3,871,972. Whalewisdom has at least 100 13F filings, 14 13D filings, 37 13G filings, and 14 Form 4 filings

2023-09-30

Top Buys (13F)

Name % Change
ALUR Allurion Technologie 0.05%

2023-09-30

Top Sells (13F)

Name % Change
SGEN Seagen Inc 16.65%

2023-09-30

13F Holdings Summary

Name $ Change
ACI Albertsons Companies 86.22%
VWO Vanguard Emerging Ma 13.12%
ITOT iShares Core S&P Tot 0.61%
ALUR Allurion Technologie 0.05%

2023-09-30

13F Activity

Market Value $102m, Prior: $129m
New Purchases 1 stocks
Additional Purchases 0 stocks
Sold out of 1 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 100%
Turnover %[1] 50%
Turnover Alt %[2] 0.05%
Time Held Top 20 3.25 quarters
Time Held Top 10 3.25 quarters
Time Held All 7.75 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.

2023-09-30

13F Sector Allocation Over Time

2023-09-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-09-30

Portfolio Performance