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Makena Capital Management’s S&P Global SPGI Stock Holding History

Makena Capital Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.6M Buy
55,598
+9,569
+21% +$4.04M 2.38% 15
2026
Q1 		$19.6M Buy
46,029
+13,560
+42% +$6.3M 2.26% 15
2025
Q4 		$17M Sell
32,469
-19,686
-38% -$9.74M 2.03% 18
2025
Q3 		$25.4M Buy
52,155
+11,711
+29% +$6.27M 2.62% 16
2025
Q2 		$21.3M Buy
40,444
+5,303
+15% +$2.65M 2.14% 17
2025
Q1 		$17.9M Buy
35,141
+16,509
+89% +$8.44M 1.84% 17
2024
Q4 		$9.28M Buy
18,632
+2,947
+19% +$1.5M 1.51% 22
2024
Q3 		$8.1M Sell
15,685
-3,825
-20% -$1.89M 1.95% 33
2024
Q2 		$8.7M Buy
19,510
+3,904
+25% +$1.67M 2.02% 28
2024
Q1 		$6.64M Sell
15,606
-201
-1% -$87.1K 1.55% 39
2023
Q4 		$6.96M Buy
+15,807
New +$6.24M 1.58% 35

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Makena Capital Management's SPGI Position: Q2 2026 in Review

Makena Capital Management increased its S&P Global (SPGI) stake by 21% in Q2 2026, buying an estimated $4.04M and bringing the position to 55,598 shares worth $22.6M. The position accounts for 2.38% of the portfolio, ranked #15.

Makena Capital Management first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.4M in Q3 2025. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Makena Capital Management held 55,598 shares of S&P Global worth $22.6M as of Q2 2026.
  • Makena Capital Management bought 9,569 S&P Global shares in Q2 2026, an estimated $4.04M.
  • S&P Global made up 2.38% of Makena Capital Management's portfolio in Q2 2026, its #15 holding.
  • Makena Capital Management first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Makena Capital Management's S&P Global position peaked at $25.4M in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Makena Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.