MAKENA CAPITAL MANAGEMENT LLC

data from 30/09/2025

Capitalization

$ 968.470 M -2.99 %

Average holding period

8 ans

Performance

$ 369.033 M 2 914.93 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MAKENA CAPITAL MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VOO VANGUARD INDEX FDS 32.23% 312.166 M $ 509758 2024/12/31 26.880 M $ 7.81 %
2025/09/30 IEFA ISHARES TR 10.52% 101.865 M $ 1167110 2024/12/31 5.066 M $ 4.59 %
2025/09/30 IEMG ISHARES INC 4.93% 47.716 M $ 723846 2024/12/31 4.592 M $ 9.81 %
2025/09/30 MSFT MICROSOFT CORP 3.99% 38.596 M $ 74517 2019/12/31 1.605 M $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 3.93% 38.076 M $ 173410 2019/12/31 31.657 K $ 0.08 %
2025/09/30 XLV SELECT SECTOR SPDR TR 3.38% 32.762 M $ 235409 2024/06/30 981.812 K $ 3.25 %
2025/09/30 V VISA INC 3.33% 32.257 M $ 94491 2022/12/31 -1.012 M $ -3.85 %
2025/09/30 MCO MOODYS CORP 3.28% 31.743 M $ 66619 2023/12/31 -1.436 M $ -5.01 %
2025/09/30 GWRE GUIDEWIRE SOFTWARE INC 3.27% 31.685 M $ 137843 2024/06/30 -668.144 K $ -2.37 %
2025/09/30 SOMNIGROUP INTERNATIONAL INC 3.01% 29.124 M $ 345354 2023/09/30 6.688 M $ 23.92 %
2025/09/30 VEEV VEEVA SYS INC 2.68% 25.999 M $ 87273 2025/06/30 751.075 K $ 3.45 %
2025/09/30 MTZ MASTEC INC 2.68% 25.981 M $ 122085 2024/06/30 6.434 M $ 24.87 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 2.68% 25.960 M $ 92949 2025/06/30 6.525 M $ 23.31 %
2025/09/30 GE GE AEROSPACE 2.68% 25.911 M $ 86136 2023/09/30 5.482 M $ 16.87 %
2025/09/30 LLYVK LIBERTY MEDIA CORP DEL 2.62% 25.418 M $ 262125 2024/09/30 5.142 M $ 19.48 %
2025/09/30 SPGI S&P GLOBAL INC 2.62% 25.384 M $ 52155 2023/12/31 -1.641 M $ -7.70 %
2025/09/30 USFD US FOODS HLDG CORP 2.00% 19.360 M $ 252675 2023/12/31 -90.603 K $ -0.51 %
2025/09/30 CPNG COUPANG INC 1.97% 19.062 M $ 591989 2024/09/30 1.929 M $ 7.48 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 1.96% 18.992 M $ 84568 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOGL ALPHABET INC 1.94% 18.790 M $ 77294 2019/12/31 7.016 M $ 37.94 %
2025/09/30 PCOR PROCORE TECHNOLOGIES INC 1.30% 12.623 M $ 173104 2023/09/30 788.548 K $ 6.58 %
2025/09/30 XLP SELECT SECTOR SPDR TR 1.28% 12.354 M $ 157643 2020/12/31 -375.655 K $ -3.21 %
2025/09/30 FLUT FLUTTER ENTMT PLC 1.19% 11.517 M $ 45344 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNDA SONIDA SENIOR LIVING INC 0.53% 5.128 M $ 185000 2024/09/30 512.449 K $ 11.10 %
2025/09/30 FWONK LIBERTY MEDIA CORP DEL 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %