SEC 13F Intelligence

Managers / Q1 2020 · view latest →

Sahana Capital Management LP

CIK 0001808275 · 5 GREENWICH OFFICE PARK, 3RD FLOOR, GREENWICH, CT, 06831 · 203-489-7000

Reported Value
$653M
Q1 2020
Positions
7
Filings on Record
18
2019–present window
Filed
May 15, 2020
original filing

Summary

Sahana Capital Management Lp reported $653M in U.S.-listed holdings across 7 positions for Q1 2020.

The portfolio is heavily concentrated: CMCSA alone accounts for 31.4% of reported value.

Reported Value by Quarter

13F Reported Value
Q1 ’20: $653MQ1 ’20Q2 ’20: $704MQ3 ’20: $771MQ4 ’20: $837MQ4 ’20Q1 ’21: $807MQ2 ’21: $846MQ3 ’21: $875MQ3 ’21Q4 ’21: $889MQ1 ’22: $744MQ2 ’22: $586MQ2 ’22Q3 ’22: $538MQ4 ’22: $608MQ1 ’23: $608,281Q1 ’23Q2 ’23: $541,392Q3 ’23: $597,839Q4 ’23: $635,561Q4 ’23Q1 ’24: $646,121Q2 ’24: $645Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2024$645M10Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$646,1218May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$635,5619Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$597,8397Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$541,3928Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$608,2817May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$608M6Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$538M7Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$586M7Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$744M6May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$889M12Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$875M10Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$846M9Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$807M11May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$837M8Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$771M8Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$704M10Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$653M7May 15, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.