Kodai Capital Management LP Sells in Q3 2024

Kodai Capital Management LP

  • $4.83 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GPN
Global Payments Inc

Industrials
-1.84M
- 79.14%
$92.66 - $112.97 $171M - $208M
486K $49.8B
HUBS
Hubspot Inc

Technology
-214K
- 49.41%
$450.09 - $592.58 $96.5M - $127M
219K $117B
TWLO
Twilio Inc

Communication Services
-2.7M
- 59.33%
$56.03 - $65.23 $151M - $176M
1.85M $121B
XYL
Xylem Inc.

Industrials
-726K
- 79.93%
$126.14 - $141.53 $91.5M - $103M
182K $24.6B
MBLY
Mobileye Global Inc.
-2.88M
- 94.29%
$10.57 - $27.89 $30.4M - $80.3M
174K $2.39B
PH
Parker Hannifin Corp

Industrials
-203K
- 53.69%
$501.01 - $635.92 $102M - $129M
175K $110B
PNR
Pentair PLC

Industrials
-1.21M
- 51.13%
$74.39 - $97.79 $89.8M - $118M
1.15M $113B
LMT
Lockheed Martin Corp

Industrials
-145K
- 87.19%
$460.3 - $584.56 $66.9M - $85M
21.4K $12.5B
SNOW
Snowflake Inc.

Technology
-436K
- 67.07%
$108.56 - $143.02 $47.4M - $62.4M
214K $24.6B
ETN
Eaton Corp PLC

Industrials
-208K
- 58.64%
$272.52 - $333.02 $56.7M - $69.3M
147K $48.6B
DLR
Digital Realty Trust, Inc.

Real Estate
-311K
- 75.51%
$144.47 - $162.98 $44.9M - $50.6M
101K $16.3B
LII
Lennox International Inc

Industrials
-100K
- 40.67%
$523.72 - $620.83 $52.4M - $62.1M
146K $88.2B
SMTC
Semtech Corp

Technology
-1.99M
- 64.39%
$27.61 - $47.6 $54.9M - $94.6M
1.1M $50.2B
CDNS
Cadence Design Systems Inc

Technology
-103K
- 77.53%
$246.84 - $321.11 $25.4M - $33M
29.8K $8.07B
ST
Sensata Technologies Holding PLC

Technology
-729K
- 17.46%
$34.15 - $42.3 $24.9M - $30.8M
3.45M $124B
ADBE
Adobe Inc.

Technology
-40.5K
- 15.12%
$508.13 - $586.55 $20.6M - $23.8M
228K $118B
Tko Group Holdings Inc
-303K
- 68.91%
N/A
137K $16.9B
CBOE
Cboe Global Markets, Inc.

Financial Services
-163K
- 89.01%
$168.57 - $213.65 $27.5M - $34.9M
20.2K $4.13B
AMT
American Tower Corp

Real Estate
-156K
- 64.15%
$192.27 - $242.73 $30M - $37.8M
87.1K $20.3B
T
At&T Inc.

Communication Services
-2.55M
- 22.72%
$18.21 - $22.28 $46.4M - $56.8M
8.67M $191B
META
Meta Platforms, Inc.

Communication Services
-51.6K
- 48.38%
$453.41 - $572.44 $23.4M - $29.6M
55.1K $31.5B
NDAQ
Nasdaq, Inc.

Financial Services
-428K
- 52.94%
$59.48 - $74.31 $25.5M - $31.8M
381K $27.8B
CNK
Cinemark Holdings, Inc.

Communication Services
-1.05M
- 62.82%
$20.78 - $28.78 $21.9M - $30.3M
622K $17.3B
JBL
Jabil Inc

Technology
-116K
- 94.51%
$97.55 - $126.65 $11.3M - $14.7M
6.75K $809M
SQ
Block, Inc.

Technology
-219K
- 15.32%
$57.21 - $72.07 $12.5M - $15.8M
1.21M $81.2B
ON
On Semiconductor Corp

Technology
-141K
- 80.92%
$66.39 - $78.74 $9.36M - $11.1M
33.2K $2.41B
HWM
Howmet Aerospace Inc.

Industrials
-114K
- 95.2%
$77.3 - $100.22 $8.78M - $11.4M
5.72K $574M
LYV
Live Nation Entertainment, Inc.

Communication Services
-129K
- 35.09%
$88.06 - $109.5 $11.4M - $14.2M
239K $26.2B
AMBA
Ambarella Inc

Technology
-190K
- 18.45%
$39.79 - $65.3 $7.54M - $12.4M
838K $47.3B
SAP
Sap Se

Technology
-49.6K
- 33.94%
$197.21 - $231.0 $9.79M - $11.5M
96.6K $22.1B
RELY
Remitly Global, Inc.

Technology
-686K
- 41.13%
$12.07 - $14.58 $8.28M - $10M
982K $13.2B
NU
Nu Holdings Ltd.

Financial Services
-538K
- 52.92%
$10.71 - $15.14 $5.76M - $8.14M
479K $6.53B
FOXA
Fox Corp

Communication Services
-383K
- 28.26%
$34.12 - $42.33 $13.1M - $16.2M
971K $41.1B
MKSI
Mks Instruments Inc

Technology
-4.49K
- 3.33%
$103.52 - $144.6 $464K - $649K
130K $14.2B
LUV
Southwest Airlines CO

Industrials
-75.2K
- 27.88%
$23.7 - $29.93 $1.78M - $2.25M
195K $5.77B
Silvaco Group Inc
-70.4K
- 91.5%
N/A
6.55K $93.6M
Oddity Tech LTD
-29.9K
- 36.99%
N/A
50.9K $2.05B
Corpay Inc
-6.64K
- 25.83%
N/A
19.1K $5.96B
Proficient Auto Logistics In
-42.6K
- 28.85%
N/A
105K $1.49B
Maplebear Inc
-47.9K
- 35.58%
N/A
86.8K $3.54B
Marex Group PLC
-39.8K
- 41.82%
N/A
55.4K $1.31B
Viking Holdings LTD
-20.5K
- 12.05%
N/A
150K $5.23B
Abacus Life Inc
-22.3K
- 17.88%
N/A
103K $1.04B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-4.42K
- 4.79%
$201.82 - $234.36 $892K - $1.04M
87.9K $20.3B
CHWY
Chewy, Inc.

Consumer Cyclical
-14.3K
- 4.77%
$22.22 - $32.67 $318K - $468K
286K $8.38B
UPST
Upstart Holdings, Inc.

Financial Services
-72.9K
- 28.59%
$22.9 - $44.11 $1.67M - $3.22M
182K $7.29B
RBLX
Roblox Corp

Communication Services
-30.9K
- 6.35%
$36.18 - $47.64 $1.12M - $1.47M
455K $20.1B
OMC
Omnicom Group Inc.

Communication Services
-37.2K
- 7.26%
$87.69 - $103.9 $3.26M - $3.87M
475K $49.1B
SBAC
Sba Communications Corp

Real Estate
-61
- 0.06%
$189.0 - $245.01 $11.5K - $14.9K
102K $24.6B
Activity Summary
Buys All Purchases 109 New Holdings 81 Increased Positions 28 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 1 Puts 0
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