Holdings
Makena Capital Management LLC
As of Jun 30, 2026, Makena Capital Management LLC reported 19 positions worth US$435M. Largest: Veeva Systems Inc., Guidewire Software, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Veeva Systems Inc. | 202K | US$35.9M | +47,167 | Jun 30, 2026 |
| Guidewire Software, Inc. | 283K | US$34.8M | +82,341 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 71,453 | US$34.1M | −12,273 | Jun 30, 2026 |
| Visa Inc. | 90,249 | US$31M | +188 | Jun 30, 2026 |
| Amazon.com, Inc. | 130K | US$30.9M | −17,363 | Jun 30, 2026 |
| Moody's Corporation | 59,671 | US$27M | +10,613 | Jun 30, 2026 |
| Liberty Live Holdings, Inc. - Series A Liberty Live Group | 240K | US$25.3M | +9,923 | Jun 30, 2026 |
| Mastec, Inc. | 60,452 | US$25.2M | −18,773 | Jun 30, 2026 |
| Ge Aerospace | 67,220 | US$25.1M | +457 | Jun 30, 2026 |
| Mercadolibre, Inc. | 14,405 | US$24.5M | new | Jun 30, 2026 |