IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Makena Capital Management LLC

Q2 2020 Holdings

Filed 2020-08-12 | 62 holdings | $3.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Mid-Amer APT Cmntys Inc(MAA)COM59522J103$4.0K34,5110.1%
Twilio Inc(TWLO)CL A90138F102$4.0K18,1300.1%
GCI Liberty Inc(GLIBAEUR)COM CLASS A36164V305$4.0K56,5060.1%
IAC Interactivecorp(IACIEUR)COM44919P508$4.1K12,7370.1%
Facebook Inc(META)CL A30303M102$4.1K18,1770.1%
Netflix Inc(NFLX)COM64110L106$4.2K9,2940.1%
Healthpeak Properties Inc(DOC)COM42250P103$4.2K153,5750.1%
Pegasystems Inc(PEGA)COM705573103$4.6K45,7800.1%
Ishares TR(IVV)CORE S&P500 ETF464287200$4.7K15,2770.1%
Ishares TR(ACWI)MSCI ACWI ETF464288257$6.9K93,9710.2%
Crown Castle Intl Corp New(CCI)COM22822V101$1.5M9,02239.7%
American Homes 4 Rent(AMH)CL A02665T306$2.1M79,41156.1%
PreviousPage 2 of 2