Makena Capital Management LLC Incresed Positions in Q2 2025

Makena Capital Management LLC

Stock	Shares change	Price Range	Shares Held
AMZN Amazon Com Inc Consumer Cyclical	19.1K + 12.16%	$167.32 - $223.3 $3.19M - $4.26M	176K $38.6M
CPNG Coupang, Inc. Consumer Cyclical	19K + 2.26%	$19.76 - $30.81 $375K - $585K	861K $25.8M
MCO Moodys Corp Financial Services	9.52K + 19.97%	$396.7 - $501.59 $3.78M - $4.78M	57.2K $28.7M
XLV Select Sector Spdr Fund Health ETFs	45.7K + 25.59%	$128.77 - $144.3 $5.88M - $6.59M	224K $30.2M
PCOR Procore Technologies, Inc. Technology	46.8K + 36.42%	$56.26 - $72.4 $2.63M - $3.39M	175K $12M
SPGI S&P Global Inc. Financial Services	5.3K + 15.09%	$438.31 - $527.29 $2.32M - $2.8M	40.4K $21.3M
USFD Us Foods Holding Corp. Consumer Defensive	8.68K + 3.88%	$60.47 - $79.12 $525K - $687K	232K $17.9M
V Visa Inc. Financial Services	6.46K + 9.56%	$308.27 - $373.31 $1.99M - $2.41M	74.1K $26.3M
XLP Consumer Staples Sector Spdr ETFs	21K + 17.01%	N/A	144K $11M
SHW Sherwin Williams CO Basic Materials	2.82K + 5.3%	$313.51 - $363.51 $884K - $1.02M	56K $19.2M
Liberty Media Corp Del	22.1K + 7.29%	N/A	325K $0

Get notified when there are updates to the investment portfolio of Makena Capital Management LLC, based on Form 13F filings with the SEC.

Stay updated on Makena Capital Management LLC with notifications on news.