Calixto Global Investors, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Calixto Global Investors, LP reported 6 stock positions worth $84.1 million. Its top holding was Neighborhood Intelligence (NXH) at 24.3% of the portfolio, followed by Meta Platforms Class A (META, 22.3%) and Sprout Social Class A (SPT, 19.8%). Compared with Q4 2023, it sold out of 3, added to 1 and reduced 5. The biggest buy was Sprout Social Class A (SPT, shares +216%) and the biggest sale an exit from Warner Music Class A (WMG).
- Most Recent 13F
- Q4 2024
- Location
- CORAL GABLES, FL
- CIK
- 0001666472
- Portfolio Value
- $84.1M (Q1 2024)
- SEC Filing
- 0001085146-24-002495 ↗ filed May 15, 2024
Holdings Value
Holdings 6 stocks · $84.1M
| NXH Neighborhood Intelligence Inc. filed as BEYOND INC | 24.26% | 568,145 | $20.4M | Reduce -19.2% |
| META Meta Platforms Inc. Class A | 22.34% | 38,686 | $18.8M | Reduce -12.7% |
| SPT Sprout Social Inc. Class A | 19.85% | 279,470 | $16.7M | Add +216.1% |
| DKNG Draftkings Inc. Class A | 19.13% | 354,208 | $16.1M | Reduce -37.9% |
| AMZN Amazon.com Inc. | 10.64% | 49,600 | $8.9M | Reduce -37.0% |
| FIVN FIVE9 Inc. | 3.78% | 51,114 | $3.2M | Reduce -79.6% |
Portfolio Sells Q4 2023 → Q1 2024
| WMG Warner Music Group Corp. Class A | Sold out | 0.00% | −13.04 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −11.63 |
| FIVN FIVE9 Inc. | Reduce -79.6% | 3.78% | −10.97 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −6.39 |
| AMZN Amazon.com Inc. | Reduce -37.0% | 10.64% | +1.72 |
| DKNG Draftkings Inc. Class A | Reduce -37.9% | 19.13% | +4.14 |
| NXH Neighborhood Intelligence Inc. | Reduce -19.2% | 24.26% | +9.74 |
| META Meta Platforms Inc. Class A | Reduce -12.7% | 22.34% | +10.65 |
Portfolio Buys Q4 2023 → Q1 2024
| SPT Sprout Social Inc. Class A | Add +216.1% | 19.85% | +15.79 |