Calixto Global Investors, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Calixto Global Investors, LP reported 6 stock positions worth $30.7 million. Its top holding was Meta Platforms Class A (META) at 25.5% of the portfolio, followed by Constellation Energy (CEG, 25.2%) and Celestica (CLS, 17.3%). Compared with Q3 2024, it opened 3 new positions, sold out of 5, added to 1 and reduced 2. The biggest buy was a new position in Reddit Class A (RDDT) and the biggest sale an exit from Airbnb Class A (ABNB).
- Most Recent 13F
- Q4 2024
- Location
- CORAL GABLES, FL
- CIK
- 0001666472
- Portfolio Value
- $30.7M (Q4 2024)
- SEC Filing
- 0001085146-25-001515 ↗ filed Feb 14, 2025
Holdings Value
Holdings 6 stocks · $30.7M
| META Meta Platforms Inc. Class A | 25.51% | 13,367 | $7.8M | Reduce -16.3% |
| CEG Constellation Energy | 25.18% | 34,532 | $7.7M | Add +16.1% |
| CLS Celestica Inc. | 17.29% | 57,465 | $5.3M | Reduce -66.1% |
| RDDT Reddit Inc. Class A | 16.95% | 31,820 | $5.2M | New |
| NCLH Norwegian Cruise Line Holdin | 13.97% | 166,600 | $4.3M | New |
| CORZ Core Scientific Inc. | 1.10% | 24,100 | $339K | New |
Portfolio Sells Q3 2024 → Q4 2024
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −10.90 |
| VIK Viking Holdings Ltd. | Sold out | 0.00% | −9.09 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −9.07 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −8.21 |
| CLS Celestica Inc. | Reduce -66.1% | 17.29% | −3.32 |
| ACVA Acv Auctions Inc. Class A | Sold out | 0.00% | −2.04 |
| META Meta Platforms Inc. Class A | Reduce -16.3% | 25.51% | +3.80 |