MAKENA CAPITAL MANAGEMENT LLC Q1 2018 Filing

Filed May 11, 2018

Portfolio Value

$433.6M

Holdings

18

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (18 positions)

#StockSharesValue% PortfolioType
1
EFAISHARES TR
2,900,000$202.1M46.61%Put
2
EEMISHARES TR
3,100,000$149.7M34.52%Put
3
SCHPSCHWAB STRATEGIC TR
535,192$29.4M6.77%
4
IVVISHARES TR
32,507$8.6M1.99%
5
HYGISHARES TR
82,491$7.1M1.63%
6
IWMISHARES TR
37,379$5.7M1.31%
7
TIPISHARES TR
45,385$5.1M1.18%
8
AGGISHARES TR
47,480$5.1M1.17%
9
VWOVANGUARD INTL EQUITY INDEX F
83,791$3.9M0.91%
10
TLTISHARES TR
29,465$3.6M0.83%
11
VEAVANGUARD TAX MANAGED INTL FD
77,869$3.4M0.79%
12
IYRISHARES TR
38,067$2.9M0.66%
13
NEARISHARES US ETF TR
42,210$2.1M0.49%
14
EWJISHARES INC
30,097$1.8M0.42%
15
IJKISHARES TR
7,763$1.7M0.39%
16
IEURISHARES TR
10,530$523K0.12%
17
EWWISHARES INC
8,769$452K0.10%
18
INDAISHARES TR
11,915$407K0.09%