Yale University (Trades, Portfolio) recently submitted its 13F filing for the fourth quarter of 2024, offering a glimpse into its strategic investment decisions during this period. The Yale Investment Office is dedicated to achieving high inflation-adjusted returns to support the university's current and future needs. Their approach involves establishing a risk-adjusted asset allocation and forming long-term partnerships with managers who provide deep analytical insights and enhance the operations of both public and private businesses. Yale's portfolio is crafted using a blend of academic theory and market judgment, relying on mean-variance analysis, a method developed by Nobel laureates James Tobin and Harry Markowitz at Yale’s Cowles Foundation. The Investments Office, under the guidance of Yale's Investment Committee, manages the university's Endowment, which comprises thousands of funds with various purposes and restrictions. Approximately three-quarters of the Endowment is true endowment, while the remaining quarter is quasi-endowment, treated as endowment by the Yale Corporation.
Yale University (Trades, Portfolio) added a total of two stocks to its portfolio in the fourth quarter of 2024. The most significant addition was Ring Energy Inc (REI, Financial), with 12,667 shares, accounting for 2.11% of the portfolio and a total value of $17,230. The second largest addition was Allurion Technologies Inc (ALUR, Financial), consisting of 12,253 shares, representing approximately 0.65% of the portfolio, with a total value of $5,270.
Yale University (Trades, Portfolio) completely exited one holding in the fourth quarter of 2024:
Yale University (Trades, Portfolio) also reduced its position in one stock. The most significant change was:
At the end of the fourth quarter of 2024, Yale University (Trades, Portfolio)'s portfolio included three stocks. The top holdings were 97.24% in iShares Core S&P Total U.S. Stock Market ETF (ITOT), 2.11% in Ring Energy Inc (REI, Financial), and 0.65% in Allurion Technologies Inc (ALUR, Financial).
The holdings are primarily concentrated in two of the 11 industries: Energy and Healthcare.
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