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Hidden Lake Asset Management’s Klaviyo KVYO Stock Holding History

Hidden Lake Asset Management’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
Q2 		– Sell
-2,000
Closed -$51K – 32
2024
Q1 		$51K Hold
2,000
– – 0.03% 23
2023
Q4 		$55.6K Hold
2,000
– – 0.04% 20
2023
Q3 		$69K Buy
+2,000
New +$68.6K 0.08% 8

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
Bank of New York Mellon
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hidden Lake Asset Management's KVYO Position: Q2 2024 in Review

Hidden Lake Asset Management sold out of Klaviyo (KVYO) in Q2 2024, closing a stake of 2,000 shares — an estimated $51K sold.

Hidden Lake Asset Management first reported a position in KVYO in Q3 2023 and held it in 3 quarters. The position peaked at $69K in Q3 2023. 131 funds tracked by Wall St. Rank hold KVYO as of Q2 2024.

  • Hidden Lake Asset Management reported no remaining Klaviyo position as of Q2 2024 after selling out during the quarter.
  • Hidden Lake Asset Management sold 2,000 Klaviyo shares in Q2 2024, an estimated $51K.
  • Hidden Lake Asset Management first reported a position in Klaviyo in Q3 2023 and held it in 3 quarters.
  • Hidden Lake Asset Management's Klaviyo position peaked at $69K in Q3 2023.
  • 131 funds tracked by Wall St. Rank held Klaviyo as of Q2 2024.

Based on Hidden Lake Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.