MAKENA CAPITAL MANAGEMENT LLC: VEEV position timeline

MAKENA CAPITAL MANAGEMENT LLC held 202,465 VEEV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 202,465 shares

   Change vs previous 13F +47,167 shares

   3.77% of the 13F portfolio, value $35,931,464.

   13F-HR 0001359262-26-000005 filed by MAKENA CAPITAL MANAGEMENT LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 155,298 shares

   Change vs previous 13F +41,499 shares

   3.15% of the 13F portfolio, value $27,279,647.

   13F-HR 0001359262-26-000004 filed by MAKENA CAPITAL MANAGEMENT LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 113,799 shares

   Change vs previous 13F +26,526 shares

   3.04% of the 13F portfolio, value $25,403,351.

   13F-HR 0001359262-26-000001 filed by MAKENA CAPITAL MANAGEMENT LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 87,273 shares

   Change vs previous 13F +11,636 shares

   2.68% of the 13F portfolio, value $25,999,499.

   13F-HR 0001359262-25-000007 filed by MAKENA CAPITAL MANAGEMENT LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 75,637 shares

   Change vs previous 13F not available

   2.18% of the 13F portfolio, value $21,781,943.

   13F-HR 0001359262-25-000005 filed by MAKENA CAPITAL MANAGEMENT LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).