Kodai Capital Management LP Purchases and Sells in Q2 2024

Kodai Capital Management LP

$5.25 Trillion
Q2 2024

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HUBS	345K + 385.7%	$557.25 - $682.02 $192M - $235M	434K $256B
TWLO	2.7M + 145.8%	$53.02 - $63.37 $143M - $171M	4.55M $258B
GPN	1.46M + 168.12%	$92.21 - $130.15 $135M - $190M	2.33M $225B
MRVL	1.12M + 341.62%	$62.13 - $78.33 $69.9M - $88.1M	1.45M $102B
MDB	335K + 418.52%	$218.18 - $383.8 $73.1M - $129M	415K $104B
AMZN	300K + 66.02%	$173.67 - $197.85 $52.1M - $59.4M	755K $146B

New Holdings

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	466K New	$165.0 - $216.67 $76.8M - $101M	466K $98.1B
SQ	1.43M New	$61.9 - $81.46 $88.5M - $116M	1.43M $92.2B
ABNB	461K New	$141.04 - $165.42 $65M - $76.2M	461K $69.9B
UBER	792K New	$63.52 - $77.16 $50.3M - $61.1M	792K $57.6B
FOUR	734K New	$57.86 - $73.35 $42.5M - $53.8M	734K $53.8B
META	107K New	$430.17 - $527.34 $45.9M - $56.3M	107K $53.8B

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-775K - 98.96%	$150.53 - $185.41 $117M - $144M	8.15K $1.48B
DDOG	-714K - 75.99%	$108.84 - $131.45 $77.7M - $93.8M	225K $29.2B
ADBE	-189K - 41.33%	$439.02 - $555.54 $82.9M - $105M	268K $149B
WDC	-819K - 44.31%	$66.05 - $80.23 $54.1M - $65.7M	1.03M $78B
SBAC	-184K - 64.3%	$186.12 - $218.6 $34.2M - $40.2M	102K $20.1B
WDAY	-65.8K - 26.31%	$207.08 - $272.44 $13.6M - $17.9M	184K $41.2B

Activity Summary All Purchases 101 New Holdings 58 Increased Positions 43 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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