13F Filings History of MAKENA CAPITAL MANAGEMENT LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$834,450,029
Signature - Title
William McGrath - General Counsel and Chief Compliance Officer
Location
Menlo Park, CA
Summary
This page shows a list of all the recent 13F filings made by MAKENA CAPITAL MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MAKENA CAPITAL MANAGEMENT LLC reported 26 stock holdings with total value $834,450,029 as of Q4 2025. Top holdings included VOO, IEFA, IEMG, AMZN, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 26 $834,450,029 +$64,796,043 -$213,180,143 -$148,384,100 VOO, IEFA, IEMG, AMZN, MSFT 13F-HR 03 Feb 2026, 16:48
Q3 2025 24 $968,470,178 +$59,516,551 -$164,650,531 -$105,133,980 VOO, IEFA, IEMG, MSFT, AMZN 13F-HR 10 Nov 2025, 13:46
Q2 2025 24 $998,336,416 +$78,878,816 -$169,140,012 -$90,261,196 VOO, IEFA, IEMG, MSFT, AMZN 13F-HR 13 Aug 2025, 11:21
Q1 2025 25 $968,707,136 +$494,790,571 -$134,771,158 +$360,019,413 VOO, IEFA, IEMG, MSFT, AMZN 13F-HR 13 May 2025, 17:10
Q4 2024 41 $616,492,969 +$276,718,991 -$78,693,629 +$198,025,362 VOO, IEFA, AMZN, MSFT, IEMG 13F-HR 12 Feb 2025, 10:38
Q3 2024 39 $416,426,959 +$45,617,326 -$100,989,470 -$55,372,144 AMZN, MSFT, GWRE, GE, GOOGL 13F-HR 08 Nov 2024, 15:16
Q2 2024 38 $431,577,954 +$148,152,435 -$141,778,375 +$6,374,060 AMZN, MSFT, GE, PCOR, GOOGL 13F-HR 13 Aug 2024, 17:32
Q1 2024 39 $429,566,728 +$25,814,341 -$65,859,717 -$40,045,376 AMZN, MSFT, GE, PCOR, V 13F-HR 14 May 2024, 16:55
Q4 2023 41 $441,520,428 +$163,913,186 -$232,359,639 -$68,446,453 MSFT, AMZN, GE, PCOR, V 13F-HR 12 Feb 2024, 15:34
Q3 2023 40 $467,116,458 +$113,804,013 -$148,207,778 -$34,403,765 CLBT, SNOW, MSFT, AMZN, UNH 13F-HR 13 Nov 2023, 13:16
Q2 2023 42 $523,409,984 +$53,672,353 -$94,947,285 -$41,274,932 SNOW, AMZN, MSFT, UNH, INTU 13F-HR 10 Aug 2023, 18:41
Q1 2023 42 $527,419,037 +$59,497,468 -$88,350,930 -$28,853,462 SNOW, MSFT, AMZN, V, GOOGL 13F-HR 15 May 2023, 16:17
Q4 2022 42 $532,286,786 +$116,533,665 -$179,320,594 -$62,786,929 SNOW, BLDR, MSFT, AMZN, DDOG 13F-HR 13 Feb 2023, 15:41
Q3 2022 45 $600,072,000 +$89,829,012 -$82,236,579 +$7,592,433 SNOW, BLDR, AMZN, VICI, MSFT 13F-HR 09 Nov 2022, 12:13
Q2 2022 44 $612,971,000 +$67,145,730 -$55,335,224 +$11,810,506 SNOW, BLDR, UNH, XLP, GOOGL 13F-HR 12 Aug 2022, 12:58
Q1 2022 44 $824,170,000 +$178,737,898 -$84,326,513 +$94,411,385 SNOW, BLDR, GOOGL, GDDY, MSFT 13F-HR 12 May 2022, 15:08
Q4 2021 47 $884,397,000 +$293,958,796 -$75,542,732 +$218,416,064 SNOW, BLDR, GDDY, META, GOOGL 13F-HR 10 Feb 2022, 13:10
Q3 2021 43 $592,075,000 +$176,530,002 -$336,822,946 -$160,292,944 BLDR, SNOW, PANW, DT, GOOGL 13F-HR 12 Nov 2021, 10:54
Q2 2021 42 $676,893,000 +$31,195,079 -$34,769,984 -$3,574,905 SNOW, XLP, PEGA, DT, META 13F-HR 13 Aug 2021, 12:01
Q1 2021 42 $630,893,000 +$515,233,157 -$70,322,858 +$444,910,299 SNOW, XLP, META, DT, BLDR 13F-HR 12 May 2021, 15:52
Q4 2020 49 $180,054,000 +$39,706,296 -$49,354,432 -$9,648,136 ACWI, VRNS, ZEN, GOOGL, HLT 13F-HR 12 Feb 2021, 13:16
Q3 2020 63 $170,097,000 +$22,559,707 -$25,212,936 -$2,653,229 ACWI, GLIBA, META, IVV, TWLO 13F-HR 10 Nov 2020, 16:27
Q2 2020 62 $163,760,000 +$59,681,294 -$22,221,870 +$37,459,424 ACWI, IVV, PEGA, DOC, NFLX 13F-HR 12 Aug 2020, 15:55
Q1 2020 49 $100,953,000 +$21,269,031 -$7,412,431 +$13,856,600 ACWI, FAST, IVV, HYG, PEGA 13F-HR 13 May 2020, 18:37
Q4 2019 40 $113,247,000 $0 $0 $0 IVV, FAST, HYG, IWM, LSXMA 13F-HR 06 Feb 2020, 14:22
Q3 2018 16 $68,780,000 $0 -$7,088,556 -$7,088,556 SCHP, IVV, HYG, IWM, TIP 13F-HR 13 Nov 2018, 14:28
Q2 2018 16 $75,683,000 +$102,969 -$6,439,868 -$6,336,899 SCHP, IVV, HYG, IWM, TIP 13F-HR 14 Aug 2018, 18:16
Q1 2018 16 $81,829,000 +$29,951,112 -$339,739 +$29,611,373 SCHP, IVV, HYG, IWM, TIP 13F-HR 11 May 2018, 13:13
Q4 2017 15 $52,881,000 $0 -$74,705,203 -$74,705,203 IVV, HYG, IWM, TIP, AGG 13F-HR 12 Feb 2018, 14:06
Q3 2017 16 $125,305,000 +$24,112,900 -$80,704,179 -$56,591,279 SCHP, IVV, HYG, IWM, TIP 13F-HR 08 Nov 2017, 17:09
Q2 2017 21 $178,807,000 +$4,714,063 -$16,791,019 -$12,076,956 IVV, IEFA, SCHP, HYG, AGG 13F-HR 08 Aug 2017, 16:57
Q1 2017 21 $187,217,000 +$16,688,278 -$26,255,983 -$9,567,705 IVV, IEFA, SCHP, HYG, AGG 13F-HR 10 May 2017, 12:39
Q4 2016 20 $189,461,000 +$18,153,028 -$58,913,577 -$40,760,549 IVV, IEFA, HYG, AGG, TLT 13F-HR 09 Feb 2017, 10:51
Q3 2016 19 $229,289,000 +$46,750,520 -$74,525,835 -$27,775,315 IVV, IEFA, HYG, TLT, IWM 13F-HR 14 Nov 2016, 11:08
Q2 2016 18 $249,506,000 +$469,330 -$93,480,799 -$93,011,469 IVV, BNDX, HYG, IWM, VWO 13F-HR 15 Aug 2016, 15:18
Q1 2016 19 $328,409,000 +$73,189,889 -$14,226,577 +$58,963,312 IVV, IGE, BNDX, IEFA, VWO 13F-HR 13 May 2016, 11:47
Q4 2015 18 $271,090,000 +$8,528,193 -$27,298,488 -$18,770,295 IVV, BNDX, IGE, VWO, HYG 13F-HR 09 Feb 2016, 13:35
Q3 2015 18 $258,279,000 +$41,629,072 -$11,903,506 +$29,725,566 IVV, IGE, BNDX, IEFA, HYG 13F-HR 06 Nov 2015, 12:21
Q2 2015 19 $355,087,000 +$191,586,745 -$9,060,570 +$182,526,175 IVV, VWO, BNDX, EFA, XOP 13F-HR 11 Aug 2015, 16:27
Q1 2015 12 $176,907,000 +$26,720,000 -$23,228,125 +$3,491,875 EFA, IGE, VWO, XOP, IVV Restatement 14 May 2015, 17:09
Q4 2014 11 $172,075,000 +$93,688,929 -$124,835,480 -$31,146,551 IGE, EFA, VWO, IVV, DJP 13F-HR 13 Feb 2015, 17:12
Q3 2014 12 $205,857,000 +$105,158,075 $0 +$105,158,075 AGG, IVV, IEFA, VWO, DJP 13F-HR 13 Nov 2014, 17:33
Q2 2014 10 $104,214,000 +$61,268,241 -$10,403,760 +$50,864,481 AGG, DJP, IGE, IYR, EEM 13F-HR 11 Aug 2014, 18:54
Q1 2014 9 $50,736,000 +$15,313,039 -$9,585,210 +$5,727,829 IGE, DJP, EFA, AGG, IYR 13F-HR 13 May 2014, 19:04
Q4 2013 6 $43,120,000 $0 $0 $0 IYR, IGE, DJP, EEM, EFA 13F-HR 14 Feb 2014, 20:54