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