Kodai Capital Management LP New Holdings in Q4 2024

Kodai Capital Management LP

  • $2.44 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
560K
New
$117.0 - $148.88 $65.5M - $83.4M
560K $75.2B
CME
Cme Group Inc.

Financial Services
275K
New
$221.17 - $246.02 $60.8M - $67.6M
275K $63.8B
MPWR
Monolithic Power Systems Inc

Technology
97.3K
New
$560.06 - $942.58 $54.5M - $91.8M
97.3K $57.6B
V
Visa Inc.

Financial Services
152K
New
$273.87 - $320.91 $41.5M - $48.7M
152K $47.9B
MA
Mastercard Inc

Financial Services
71.4K
New
$491.3 - $536.15 $35.1M - $38.3M
71.4K $37.6B
MDB
Mongo Db, Inc.

Technology
151K
New
$232.81 - $350.13 $35.2M - $52.9M
151K $35.2B
VRSN
Verisign Inc

Technology
168K
New
$176.68 - $206.96 $29.7M - $34.8M
168K $34.8B
TFC
Truist Financial Corp

Financial Services
792K
New
$41.51 - $48.1 $32.9M - $38.1M
792K $34.3B
MCD
Mcdonalds Corp

Consumer Cyclical
108K
New
$288.47 - $316.54 $31.2M - $34.3M
108K $31.4B
JPM
Jpmorgan Chase & CO

Financial Services
108K
New
$205.18 - $250.29 $22.2M - $27.1M
108K $26B
AMZN
Amazon Com Inc

Consumer Cyclical
96.2K
New
$180.88 - $232.93 $17.4M - $22.4M
96.2K $21.1B
AUB
Atlantic Union Bankshares Corp

Financial Services
516K
New
$36.13 - $43.55 $18.6M - $22.5M
516K $19.5B
EPAM
Epam Systems, Inc.

Technology
71.3K
New
N/A
71.3K $16.7B
FULT
Fulton Financial Corp

Financial Services
782K
New
$16.97 - $21.99 $13.3M - $17.2M
782K $15.1B
PENN
Penn National Gaming Inc

Consumer Cyclical
695K
New
$18.13 - $22.34 $12.6M - $15.5M
695K $13.8B
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
519K
New
$19.44 - $28.35 $10.1M - $14.7M
519K $13.4B
VLY
Valley National Bancorp

Financial Services
1.44M
New
$8.7 - $10.78 $12.5M - $15.5M
1.44M $13B
EFX
Equifax Inc

Industrials
51.1K
New
$245.03 - $293.5 $12.5M - $15M
51.1K $13B
AJG
Arthur J. Gallagher & Co.

Financial Services
39.3K
New
$278.49 - $315.16 $10.9M - $12.4M
39.3K $11.2B
CYBR
Cyber Ark Software Ltd.

Technology
28.8K
New
$274.1 - $333.15 $7.88M - $9.58M
28.8K $9.58B
MAT
Mattel Inc

Consumer Cyclical
534K
New
$17.68 - $20.38 $9.44M - $10.9M
534K $9.47B
EEFT
Euronet Worldwide, Inc.

Technology
80.4K
New
$96.0 - $106.61 $7.72M - $8.57M
80.4K $8.26B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
128K
New
$55.73 - $66.16 $7.11M - $8.45M
128K $7.7B
TTWO
Take Two Interactive Software Inc

Communication Services
41.5K
New
$147.66 - $190.46 $6.12M - $7.9M
41.5K $7.63B
BFH
Bread Financial Holdings, Inc.

Financial Services
122K
New
$46.5 - $66.38 $5.68M - $8.11M
122K $7.46B
GBCI
Glacier Bancorp, Inc.

Financial Services
139K
New
$44.09 - $58.89 $6.15M - $8.21M
139K $7B
MQ
Marqeta, Inc.

Technology
1.77M
New
$3.42 - $5.95 $6.04M - $10.5M
1.77M $6.7B
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
36.2K
New
$174.04 - $205.27 $6.3M - $7.44M
36.2K $6.54B
COF
Capital One Financial Corp

Financial Services
36.4K
New
$145.19 - $192.01 $5.29M - $6.99M
36.4K $6.49B
Cava Group Inc
47.4K
New
N/A
47.4K $5.35B
Ingram Micro Hldg Corp
235K
New
N/A
235K $4.56B
CAR
Avis Budget Group, Inc.

Industrials
45.4K
New
$77.44 - $109.07 $3.51M - $4.95M
45.4K $3.66B
WFC
Wells Fargo & Company

Financial Services
42.3K
New
$54.98 - $77.35 $2.32M - $3.27M
42.3K $2.97B
Frontview Reit Inc
143K
New
N/A
143K $2.6B
WDAY
Workday, Inc.

Technology
9.71K
New
$233.85 - $279.91 $2.27M - $2.72M
9.71K $2.5B
Klaviyo Inc
60.5K
New
N/A
60.5K $2.49B
CSGP
Costar Group, Inc.

Real Estate
27.3K
New
$69.7 - $81.97 $1.9M - $2.24M
27.3K $1.95B
Standardaero Inc
48.4K
New
N/A
48.4K $1.2B
JKHY
Henry Jack & Associates Inc

Technology
271
New
$171.12 - $186.18 $46.4K - $50.5K
271 $47.5M
Activity Summary
Buys All Purchases 57 New Holdings 40 Increased Positions 17 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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