Stock Taper 
MAKENA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MercadoLibre, Inc. | MELI | 14.4K | $24.45M |
 Alphabet Inc. | GOOGL | 52.62K | $18.81M |
 S&P Global Inc. | SPGI | 55.6K | $22.64M |
 First Solar, Inc. | FSLR | 57.85K | $13.65M |
 Moody's Corporation | MCO | 59.67K | $27.03M |
 MasTec, Inc. | MTZ | 60.45K | $25.15M |
 GE Aerospace | GE | 67.22K | $25.12M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 71.45K | $34.12M |
 Visa Inc. | V | 90.25K | $30.96M |
 NVIDIA Corporation | NVDA | 94.73K | $18.95M |
 Medline Inc. | MDLN | 96.63K | $3.81M |
 Johnson Controls International plc | JCI | 104.11K | $15.21M |
 Amazon.com, Inc. | AMZN | 129.82K | $30.94M |
 Sonida Senior Living, Inc. | SNDA | 185K | $7.55M |
 Veeva Systems Inc. | VEEV | 202.47K | $35.93M |
 CRH plc | CRH | 205.85K | $22.03M |
 The New York Times Company | NYT | 233.85K | $16.36M |
 Liberty Live Group | LLYVK | 239.77K | $25.33M |
 Guidewire Software, Inc. | GWRE | 282.98K | $34.82M |
 Procore Technologies, Inc. | PCOR | 497.73K | $20.22M |