Gavin Baker’s Klaviyo KVYO Stock Holding History

Gavin Baker’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
2024 Q3	–	Sell	-901,811	Closed	-$22.4M	–	49
2024 Q2	$22.4M	Sell	901,811 -846,504	-48%	-$19.8M	0.73%	32
2024 Q1	$44.5M	Buy	+1,748,315	New	+$46.7M	1.01%	28

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Gavin Baker's KVYO Position: Q3 2024 in Review

Gavin Baker sold out of Klaviyo (KVYO) in Q3 2024, closing a stake of 901,811 shares — an estimated $22.4M sold.

Gavin Baker first reported a position in KVYO in Q1 2024 and held it in 2 quarters. The position peaked at $44.5M in Q1 2024. 156 funds tracked by Wall St. Rank hold KVYO as of Q3 2024.

Gavin Baker reported no remaining Klaviyo position as of Q3 2024 after selling out during the quarter.
Gavin Baker sold 901,811 Klaviyo shares in Q3 2024, an estimated $22.4M.
Gavin Baker first reported a position in Klaviyo in Q1 2024 and held it in 2 quarters.
Gavin Baker's Klaviyo position peaked at $44.5M in Q1 2024.
156 funds tracked by Wall St. Rank held Klaviyo as of Q3 2024.

Based on Atreides Management's 13F filing for Q3 2024, filed 14 Nov 2024.