Kodai Capital Management LP has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $5.25 Trillion distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Twilio Inc with a value of $258B, Hubspot Inc with a value of $256B, Global Payments Inc with a value of $225B, At&T Inc. with a value of $215B, and Parker Hannifin Corp with a value of $191B.
Examining the 13F form we can see an increase of $975B in the current position value, from $4.28T to 5.25T.
Kodai Capital Management LP is based out at Chicago, IL
Below you can find more details about Kodai Capital Management LP portfolio as well as his latest detailed transactions.
Portfolio value
$5.25 Trillion
Technology: $2.19 Trillion
Industrials: $1.29 Trillion
Communication Services: $937 Billion
Consumer Cyclical: $334 Billion
Financial Services: $160 Billion
Real Estate: $130 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions