Makena Capital Management, LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
InvenTrust Properties Corp.
IVT
$6.86M0.39266,722+5.15%+$336,081.141.6
Planet Fitness, Inc.
PLNT
$12.84M0.23204,987New+$12.84M2.99
Gildan Activewear Inc.
GIL
$13.44M0.22362,041-11.11%-$1.68M3.13
GMS Inc.
GMS
$7.02M0.1872,146-12.89%-$1.04M1.64
ZoomInfo Technologies Inc.
ZI
$10.49M0.18654,511+22.83%+$1.95M2.44
First Industrial Realty Trust, Inc.
FR
$10.36M0.15197,274+0.61%+$63,363.242.41
Procore Technologies, Inc.
PCOR
$17.07M0.14207,772-17.72%-$3.68M3.97
Terreno Realty Corporation
TRNO
$8M0.13120,474+0.76%+$60,158.401.86
Boston Properties, Inc.
BXP
$12.37M0.12189,334+1.44%+$175,357.362.88
Tempur Sealy International, Inc.
TPX
$10.29M0.1181,044-12.11%-$1.42M2.4
Brixmor Property Group Inc.
BRX
$7.22M0.1307,772+1.23%+$87,468.491.68
US Foods Holding Corp.
USFD
$13.52M0.1250,537-16.02%-$2.58M3.15
UDR, Inc.
UDR
$9.8M0.08261,915+1.17%+$112,940.792.28
Rexford Industrial Realty, Inc.
REXR
$6.72M0.06133,621+0.71%+$47,483.201.57
American Homes 4 Rent
AMH
$7.13M0.05193,774+0.6%+$42,554.461.66
Mid-America Apartment Communities, Inc.
MAA
$7.14M0.0554,261+1.16%+$81,974.341.66
Alexandria Real Estate Equities, Inc.
ARE
$9.47M0.0473,431+1%+$93,717.572.2
AvalonBay Communities, Inc.
AVB
$10.26M0.0455,317+0.93%+$95,006.722.39
Invitation Homes Inc.
INVH
$7.48M0.03210,179+0.82%+$60,999.931.74
Humana Inc.
HUM
$10.16M0.0229,314-21.45%-$2.77M2.37
Extra Space Storage Inc.
EXR
$7.42M0.0250,472+0.98%+$72,324.001.73
HubSpot, Inc.
HUBS
$7.03M0.0211,226New+$7.03M1.64
Atlassian Corporation
TEAM
$10.41M0.0253,385+24.79%+$2.07M2.42
CRH plc
CRH
$11.79M0.02136,674-21.21%-$3.17M2.75
Welltower Inc.
WELL
$8.67M0.0292,794+0.66%+$57,185.282.02
Public Storage
PSA
$7.5M0.0225,8410%+$01.75
MercadoLibre, Inc.
MELI
$9.98M0.016,603+3.97%+$381,013.922.32
General Electric Company
GE
$18.9M0.01107,649-28.16%-$7.41M4.4
Moody's Corporation
MCO
$7.03M0.0117,874+1.2%+$82,929.331.64
Intuit Inc.
INTU
$15.63M0.0124,052-2.67%-$428,350.003.64
Prologis, Inc.
PLD
$11.4M0.0187,545+0.65%+$73,834.742.65
Salesforce, Inc.
CRM
$13.32M0.0144,232-14.14%-$2.19M3.1
S&P Global Inc.
SPGI
$6.64M0.0115,606-1.27%-$85,515.451.55
Visa Inc.
V
$16.89M<0.0160,505-7.88%-$1.44M3.93
Alphabet Inc.
GOOGL
$10.49M<0.0169,523-28.84%-$4.25M2.44
Microsoft Corporation
MSFT
$21.9M<0.0152,063-12.07%-$3.01M5.1
Amazon.com, Inc.
AMZN
$22.19M<0.01123,014-14.74%-$3.84M5.17
Meta Platforms, Inc.
META
$14.71M<0.0130,285-30.12%-$6.34M3.42
Consumer Staples Select Sector SPDR Fund
XLP
$10.02M<0.01131,272-9%-$991,000.092.33