Makena Capital Management Llc Buys Healthpeak Properties Inc, Uber Technologies Inc, Mid-America Apartment Communities Inc, Sells IAC/InterActiveCorp, Palo Alto Networks Inc, Spotify Technology SA

• New Purchases: PEAK, UBER, MAA, FIS, VRNS, CRM, ELS, FR, EQR, PSA, INVH, AMH, AMT, ARE, COLD, HST, DLR, KRC, CCI, EWW,
• Added Positions: UNH, WFC, VSAT, ACGL, SCHW, POST, PRSP, KMI, AGG, TLT, NFLX, LSXMK, TIP, HYG, C, NEAR,
• Reduced Positions: FAST, TWLO, LBTYK, IVV, IWM, VEA, IYR, AMZN, PEGA, VWO, IJK,
• Sold Out: IAC, PANW, SPOT, ZGNX, BAC, MSFT, TPX, AON,

For the details of MAKENA CAPITAL MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/makena+capital+management+llc/current-portfolio/portfolio

1. iShares MSCI ACWI Index Fund (ACWI) - 93,971 shares, 4.34% of the total portfolio.
2. ISHARES TRUST (IVV) - 15,277 shares, 2.96% of the total portfolio. Shares reduced by 3.94%
3. Pegasystems Inc (PEGA) - 45,780 shares, 2.90% of the total portfolio. Shares reduced by 1.93%
4. Netflix Inc (NFLX) - 9,294 shares, 2.65% of the total portfolio. Shares added by 5.02%
5. Healthpeak Properties Inc (PEAK) - 153,575 shares, 2.65% of the total portfolio. New Position

Makena Capital Management Llc initiated holding in Healthpeak Properties Inc. The purchase prices were between $20.29 and $29.82, with an estimated average price of $25.53. The stock is now traded at around $27.23. The impact to a portfolio due to this purchase was 2.65%. The holding were 153,575 shares as of .

Makena Capital Management Llc initiated holding in Mid-America Apartment Communities Inc. The purchase prices were between $94.25 and $126.53, with an estimated average price of $112.56. The stock is now traded at around $114.65. The impact to a portfolio due to this purchase was 2.48%. The holding were 34,511 shares as of .

Makena Capital Management Llc initiated holding in Uber Technologies Inc. The purchase prices were between $22.82 and $37.21, with an estimated average price of $31.11. The stock is now traded at around $30.14. The impact to a portfolio due to this purchase was 2.48%. The holding were 127,288 shares as of .

Makena Capital Management Llc initiated holding in Fidelity National Information Services Inc. The purchase prices were between $114.56 and $143.07, with an estimated average price of $131.16. The stock is now traded at around $144.12. The impact to a portfolio due to this purchase was 2.44%. The holding were 29,048 shares as of .

Makena Capital Management Llc initiated holding in Varonis Systems Inc. The purchase prices were between $52.88 and $89.67, with an estimated average price of $74.76. The stock is now traded at around $117.96. The impact to a portfolio due to this purchase was 2.41%. The holding were 43,542 shares as of .

Makena Capital Management Llc initiated holding in Salesforce.com Inc. The purchase prices were between $134.06 and $191.65, with an estimated average price of $168.06. The stock is now traded at around $200.89. The impact to a portfolio due to this purchase was 1.94%. The holding were 16,501 shares as of .

Makena Capital Management Llc added to a holding in UnitedHealth Group Inc by 151.40%. The purchase prices were between $229.49 and $311.85, with an estimated average price of $285.69. The stock is now traded at around $318.51. The impact to a portfolio due to this purchase was 1.36%. The holding were 12,213 shares as of .

Makena Capital Management Llc added to a holding in Wells Fargo & Co by 89.03%. The purchase prices were between $22.53 and $33.32, with an estimated average price of $27.42. The stock is now traded at around $24.25. The impact to a portfolio due to this purchase was 1.09%. The holding were 143,847 shares as of .

Makena Capital Management Llc added to a holding in Viasat Inc by 78.71%. The purchase prices were between $32.89 and $47.73, with an estimated average price of $40.67. The stock is now traded at around $41.39. The impact to a portfolio due to this purchase was 0.85%. The holding were 80,251 shares as of .

Makena Capital Management Llc added to a holding in Arch Capital Group Ltd by 43.13%. The purchase prices were between $22.24 and $35.65, with an estimated average price of $27.72. The stock is now traded at around $31.86. The impact to a portfolio due to this purchase was 0.73%. The holding were 133,911 shares as of .

Makena Capital Management Llc added to a holding in Charles Schwab Corp by 32.60%. The purchase prices were between $31.75 and $42.82, with an estimated average price of $35.75. The stock is now traded at around $35.77. The impact to a portfolio due to this purchase was 0.59%. The holding were 112,861 shares as of .

Makena Capital Management Llc added to a holding in Post Holdings Inc by 26.84%. The purchase prices were between $82.41 and $96.12, with an estimated average price of $88.83. The stock is now traded at around $87.28. The impact to a portfolio due to this purchase was 0.5%. The holding were 43,178 shares as of .

Makena Capital Management Llc sold out a holding in IAC/InterActiveCorp. The sale prices were between $51.95 and $100.12, with an estimated average price of $76.44.

Makena Capital Management Llc sold out a holding in Palo Alto Networks Inc. The sale prices were between $162.66 and $239.86, with an estimated average price of $210.57.

Makena Capital Management Llc sold out a holding in Spotify Technology SA. The sale prices were between $121.44 and $267.47, with an estimated average price of $170.37.

Makena Capital Management Llc sold out a holding in Zogenix Inc. The sale prices were between $22.26 and $32.04, with an estimated average price of $27.52.

Makena Capital Management Llc sold out a holding in Bank of America Corp. The sale prices were between $19.77 and $28.54, with an estimated average price of $23.6.

Makena Capital Management Llc sold out a holding in Microsoft Corp. The sale prices were between $152.11 and $203.51, with an estimated average price of $180.95.