Kodai Capital Management LP New Holdings in Q1 2025

Kodai Capital Management LP

  • $2.53 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FITB
Fifth Third Bancorp

Financial Services
146K
New
$37.48 - $44.96 $5.46M - $6.55M
146K $5.71B
PZZA
Papa Johns International Inc

Consumer Cyclical
137K
New
$36.01 - $51.28 $4.94M - $7.04M
137K $5.64B
Smithfield Foods Inc
277K
New
N/A
277K $5.64B
PNFP
Pinnacle Financial Partners Inc

Financial Services
53.2K
New
$99.42 - $126.15 $5.29M - $6.71M
53.2K $5.64B
HOOD
Robinhood Markets, Inc.

Technology
133K
New
$35.63 - $65.28 $4.72M - $8.65M
133K $5.52B
S
Sentinel One, Inc.

Technology
287K
New
$18.17 - $24.97 $5.21M - $7.16M
287K $5.21B
FOLD
Amicus Therapeutics, Inc.

Healthcare
605K
New
$8.16 - $9.85 $4.94M - $5.96M
605K $4.94B
Kiniksa Pharmaceuticals Intl
185K
New
N/A
185K $4.12B
BMRN
Biomarin Pharmaceutical Inc

Healthcare
56.5K
New
$61.25 - $72.83 $3.46M - $4.12M
56.5K $4B
PAYC
Paycom Software, Inc.

Technology
16.3K
New
$199.42 - $225.82 $3.25M - $3.68M
16.3K $3.57B
GFS
Globalfoundries Inc.

Technology
92K
New
$36.53 - $46.01 $3.36M - $4.23M
92K $3.4B
ADP
Automatic Data Processing Inc

Industrials
10.6K
New
$286.85 - $318.64 $3.05M - $3.38M
10.6K $3.24B
SDGR
Schrodinger, Inc.

Healthcare
153K
New
$18.69 - $26.15 $2.87M - $4.01M
153K $3.03B
BANC
Banc Of California, Inc.

Financial Services
205K
New
$12.94 - $16.52 $2.66M - $3.39M
205K $2.91B
SATS
Echo Star Corp

Technology
104K
New
$22.73 - $31.23 $2.36M - $3.24M
104K $2.65B
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
52.4K
New
$41.32 - $53.16 $2.17M - $2.79M
52.4K $2.36B
INCY
Incyte Corp

Healthcare
37.5K
New
$60.0 - $75.26 $2.25M - $2.82M
37.5K $2.27B
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
50.7K
New
$29.3 - $35.9 $1.49M - $1.82M
50.7K $1.49B
GERN
Geron Corp

Healthcare
893K
New
$1.59 - $3.6 $1.42M - $3.22M
893K $1.42B
AMPL
Amplitude, Inc.

Technology
138K
New
$10.19 - $14.44 $1.41M - $2M
138K $1.41B
Waystar Hldg Corp
33.9K
New
N/A
33.9K $1.27B
Amentum Holdings Inc
65.5K
New
N/A
65.5K $1.19B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.69K
New
$551.42 - $612.93 $931K - $1.03M
1.69K $944M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
53.5K
New
$16.61 - $20.29 $889K - $1.09M
53.5K $889M
HON
Honeywell International Inc

Industrials
3.69K
New
$202.75 - $226.52 $748K - $835K
3.69K $781M
SNV
Synovus Financial Corp

Financial Services
16.5K
New
$43.7 - $56.87 $723K - $941K
16.5K $773M
SBTX
Silverback Therapeutics, Inc.

Healthcare
60.1K
New
N/A
60.1K $756M
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
34.7K
New
$7.93 - $13.21 $275K - $458K
34.7K $275M
HUMA
Humacyte, Inc.

Healthcare
72.6K
New
$1.71 - $5.18 $124K - $376K
72.6K $124M
Activity Summary
Buys All Purchases 109 New Holdings 80 Increased Positions 29 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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