Calixto Global Investors, LP - Q1 2023 holdings

$112 Million is the total value of Calixto Global Investors, LP's 8 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 71.4% .

 Value Shares↓ Weighting
ZTO BuyZTO EXPRESS CAYMAN INCsponsored ads a$25,447,000
+10.7%
887,891
+3.8%
22.64%
-33.6%
CAR BuyAVIS BUDGET GROUP$23,698,000
+83.5%
121,654
+54.4%
21.09%
+10.1%
FIVN BuyFIVE9 INC$16,492,000
+104.7%
228,139
+92.2%
14.68%
+22.9%
AYX NewALTERYX INC$15,632,000265,678
+100.0%
13.91%
FB NewMETA PLATFORMS INCcl a$13,561,00063,986
+100.0%
12.07%
PDD BuyPDD HOLDINGS INCsponsored ads$7,432,000
+21.5%
97,912
+30.5%
6.61%
-27.1%
BuyDRAFTKINGS INC NEW$5,235,000
+133.6%
270,400
+37.5%
4.66%
+40.2%
MELI NewMERCADOLIBRE INC$4,877,0003,700
+100.0%
4.34%
ESTC ExitELASTIC N V$0-135,914
-100.0%
-10.38%
PINS ExitPINTEREST INCcl a$0-334,029
-100.0%
-12.03%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ALIBABA GROUP HLDG LTD20Q3 202217.5%
NEXSTAR MEDIA GROUP INC19Q3 202218.3%
AMAZON COM INC15Q3 202315.4%
FIVE9 INC14Q3 202321.9%
ZTO EXPRESS CAYMAN INC12Q3 202334.1%
STAMPS COM INC12Q4 202022.1%
SMARTSHEET INC11Q2 202223.9%
ELDORADO RESORTS INC10Q2 202019.8%
GDS HLDGS LTD10Q1 202119.5%
EVERBRIDGE INC10Q3 202110.9%

View Calixto Global Investors, LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15

View Calixto Global Investors, LP's complete filings history.

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