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Avenir Management Company’s Klaviyo KVYO Stock Holding History

Avenir Management Company’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$33.2M Buy
+963,390
New +$33.1M 75.91% 1

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Avenir Management Company's KVYO Position: Q3 2023 in Review

Avenir Management Company opened a new position in Klaviyo (KVYO) in Q3 2023: 963,390 shares worth $33.2M. The stake represents 75.91% of the portfolio and ranks #1 among its holdings.

96 funds tracked by Wall St. Rank hold KVYO as of Q3 2023.

  • Avenir Management Company held 963,390 shares of Klaviyo worth $33.2M as of Q3 2023.
  • Klaviyo was a new Avenir Management Company position in Q3 2023.
  • Klaviyo made up 75.91% of Avenir Management Company's portfolio in Q3 2023, its #1 holding.
  • 96 funds tracked by Wall St. Rank held Klaviyo as of Q3 2023.

Based on Avenir Management Company's 13F filing for Q3 2023, filed 14 Nov 2023.