Calixto Global Investors, LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Calixto Global Investors, LP reported 8 stock positions worth $42.1 million. Its top holding was Meta Platforms Class A (META) at 21.7% of the portfolio, followed by Celestica (CLS, 20.6%) and Constellation Energy (CEG, 18.4%). Compared with Q2 2024, it opened 6 new positions, sold out of 2 and reduced 2. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale an exit from Amazon.com (AMZN).
- Most Recent 13F
- Q4 2024
- Location
- CORAL GABLES, FL
- CIK
- 0001666472
- Portfolio Value
- $42.1M (Q3 2024)
- SEC Filing
- 0001085146-24-005749 ↗ filed Nov 14, 2024
Holdings Value
Holdings 8 stocks · $42.1M
| META Meta Platforms Inc. Class A | 21.71% | 15,967 | $9.1M | New |
| CLS Celestica Inc. | 20.61% | 169,677 | $8.7M | New |
| CEG Constellation Energy | 18.37% | 29,732 | $7.7M | Reduce -3.9% |
| ABNB Airbnb Inc. Class A | 10.90% | 36,200 | $4.6M | New |
| VIK Viking Holdings Ltd. | 9.09% | 109,715 | $3.8M | Reduce -22.4% |
| SPOT Spotify Technology SA | 9.07% | 10,359 | $3.8M | New |
| WSM Williams-Sonoma Inc. | 8.21% | 22,300 | $3.5M | New |
| ACVA Acv Auctions Inc. Class A | 2.04% | 42,300 | $860K | New |