MAKENA CAPITAL MANAGEMENT LLC

CIK: 0001359262SEC EDGAR →

Portfolio Value

$834K

Holdings

26

As of

Q4 2025

New Positions

24

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

934,336$83.6M
10015.70%
2

ISHARES INC

578,596$38.9M
4660.91%
3

AMAZON COM INC

147,183$34.0M
4071.18%
4

MICROSOFT CORP

70,000$33.9M
4056.92%
5

SELECT SECTOR SPDR TR

182,397$28.2M
3383.67%
6

VISA INC

80,424$28.2M
3380.07%
7

GUIDEWIRE SOFTWARE INC

139,315$28.0M
3355.86%
8

TAIWAN SEMICONDUCTOR MFG LTD

84,495$25.7M
3077.12%
9

VEEVA SYS INC

113,799$25.4M
3044.28%
10

GE AEROSPACE

72,847$22.4M
2689.08%

Quarterly Changes

Top Buys

$22.4M
RHNEW
$16.5M
FSLRNEW
$11.4M
PCOR↑ Increased
$4.3M
GWRE↑ Increased
$3.7M

Top Sells

MSFT↓ Decreased
$33.8M
MCO↓ Decreased
$31.7M
FWONACLOSED
$25.4M
SPGI↓ Decreased
$25.4M
AQLT↓ Decreased
$18.3M

New Positions (4)

$22.4M · 269K shares
$16.5M · 132K shares
$11.4M · 44K shares
$1.1M · 28K shares

Closed Positions (2)

$25.4M · 262K shares
$11.5M · 45K shares

Sector Breakdown

Sector# HoldingsValue%
Unknown3$114.9M21.0%
Technology5$105.5M19.3%
Financial Services6$95.6M17.5%
Consumer Cyclical3$66.8M12.2%
Industrials3$64.1M11.7%
Communication Services2$39.4M7.2%
Healthcare2$31.4M5.8%
Consumer Defensive1$16.8M3.1%
Energy1$11.4M2.1%