Makena Capital Management LLC Incresed Positions in Q2 2024

Makena Capital Management LLC

  • $420 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
22K
+ 31.64%
$150.53 - $185.41 $3.31M - $4.08M
91.5K $16.7M
BRX
Brixmor Property Group Inc.

Real Estate
132K
+ 42.75%
$21.02 - $23.09 $2.77M - $3.04M
439K $10.1M
AMH
American Homes 4 Rent

Real Estate
58.2K
+ 30.04%
$34.66 - $37.16 $2.02M - $2.16M
252K $9.36M
WELL
Welltower Inc.

Real Estate
11.6K
+ 12.54%
$88.31 - $105.01 $1.03M - $1.22M
104K $10.9M
SPGI
S&P Global Inc.

Financial Services
3.9K
+ 25.02%
$408.56 - $448.91 $1.6M - $1.75M
19.5K $8.7M
INVH
Invitation Homes Inc.

Real Estate
46.8K
+ 22.29%
$33.04 - $35.89 $1.55M - $1.68M
257K $9.22M
MCO
Moodys Corp

Financial Services
2.91K
+ 16.29%
$370.33 - $427.53 $1.08M - $1.24M
20.8K $8.75M
IVT
Inven Trust Properties Corp.

Real Estate
76.3K
+ 28.61%
$23.87 - $25.49 $1.82M - $1.95M
343K $8.49M
CRM
Salesforce, Inc.

Technology
11.9K
+ 26.84%
$218.01 - $304.74 $2.59M - $3.62M
56.1K $14.4M
PCOR
Procore Technologies, Inc.

Technology
57.4K
+ 27.64%
$63.05 - $80.32 $3.62M - $4.61M
265K $17.6M
PLD
Prologis, Inc.

Real Estate
14.8K
+ 16.93%
$101.88 - $127.92 $1.51M - $1.9M
102K $11.5M
CRH.L
Crh PLC

Basic Materials
11.7K
+ 8.58%
N/A
148K $0
ZI
Zoom Info Technologies Inc.

Technology
133K
+ 20.32%
$11.78 - $16.62 $1.57M - $2.21M
788K $10.1M
GE
General Electric CO

Industrials
8.35K
+ 7.76%
$136.47 - $175.36 $1.14M - $1.46M
116K $18.4M
V
Visa Inc.

Financial Services
1.02K
+ 1.69%
$262.47 - $281.5 $268K - $287K
61.5K $16.1M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
14.6K
+ 8.07%
$45.98 - $55.51 $672K - $811K
196K $9.26M
Activity Summary
Buys All Purchases 30 New Holdings 13 Increased Positions 17 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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