Kensico Capital Management’s Akamai AKAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-812,000	Closed	-$59.4M	–	24
2018 Q3	$59.4M	Sell	812,000 -680,000	-46%	-$49.7M	0.97%	24
2018 Q2	$109M	Buy	1,492,000 +309,000	+26%	+$22.6M	1.78%	18
2018 Q1	$84M	Buy	+1,183,000	New	+$84M	1.49%	18