Kula Investments, LLC

13F Filings History

Latest 13F report
Q1 2023 - May 15, 2023
Value $
$405M
Signature - Title
Jonathan Yaffe - CCO, COO, and CFO
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Kula Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kula Investments, LLC reported 576 stock holdings with total value $405M as of Q1 2023. Top holdings included SPY, WRB, GM, WU, and NTAP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2023 576 $405M +$297M -$180M +$117M SPY, WRB, GM, WU, NTAP 13F-HR 5/15/2023, 11:39 AM
Q4 2022 562 $276M $0 $0 SPY, HLT, EQR, MDT, CVS 13F-HR 2/14/2023, 02:21 PM