Kodai Capital Management LP Purchases in Q1 2025

Kodai Capital Management LP

  • $2.53 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
68.4K
New
$953.54 - $1132.42 $65.3M - $77.5M
68.4K $67.6B
NFLX
Netflix Inc

Communication Services
60.1K
New
$828.4 - $1058.6 $49.8M - $63.6M
60.1K $56.1B
EMR
Emerson Electric CO

Industrials
508K
New
$108.64 - $131.17 $55.2M - $66.7M
508K $55.7B
EA
Electronic Arts Inc.

Communication Services
308K
New
$116.53 - $146.29 $35.9M - $45M
308K $44.5B
ORCL
Oracle Corp

Technology
306K
New
$139.81 - $186.47 $42.8M - $57.1M
306K $42.8B
ALGM
Allegro Microsystems, Inc.

Technology
1.66M
New
$21.77 - $28.31 $36M - $46.9M
1.66M $41.6B
IR
Ingersoll Rand Inc.

Industrials
474K
New
$79.44 - $94.23 $37.6M - $44.6M
474K $37.9B
FTV
Fortive Corp

Technology
508K
New
$71.82 - $82.98 $36.5M - $42.2M
508K $37.2B
Lam Research Corp
506K
New
N/A
506K $36.8B
ICE
Intercontinental Exchange, Inc.

Financial Services
196K
New
$142.8 - $176.36 $28M - $34.6M
196K $33.9B
WDAY
Workday, Inc.

Technology
138K
+ 1426.25%
$233.53 - $277.82 $32.3M - $38.5M
148K $34.6B
JCI
Johnson Controls International PLC

Industrials
400K
New
$76.12 - $90.6 $30.5M - $36.3M
400K $32.1B
AMAT
Applied Materials Inc

Technology
195K
New
$145.06 - $195.51 $28.3M - $38.1M
195K $28.3B
MS
Morgan Stanley

Financial Services
223K
New
$111.68 - $141.08 $25M - $31.5M
223K $26.1B
YUM
Yum Brands Inc

Consumer Cyclical
165K
New
$123.25 - $162.53 $20.3M - $26.8M
165K $25.9B
MKSI
Mks Instruments Inc

Technology
411K
+ 138.27%
$78.89 - $122.69 $32.4M - $50.4M
708K $56.7B
VRT
Vertiv Holdings CO

Industrials
355K
New
N/A
355K $25.6B
CACI
Caci International Inc

Technology
63.5K
New
N/A
63.5K $23.3B
DKNG
Draft Kings Inc.

Consumer Cyclical
712K
+ 639.74%
$33.21 - $53.49 $23.6M - $38.1M
823K $27.3B
DDOG
Datadog, Inc.

Technology
233K
New
$98.68 - $151.89 $22.9M - $35.3M
233K $23.1B
WIX
Wix.Com Ltd.

Technology
138K
New
$163.38 - $246.76 $22.5M - $34M
138K $22.5B
MMM
3 M CO

Industrials
140K
New
$129.7 - $155.12 $18.2M - $21.8M
140K $20.6B
CMI
Cummins Inc

Industrials
64K
New
$312.92 - $386.07 $20M - $24.7M
64K $20B
TWLO
Twilio Inc

Communication Services
232K
+ 87.19%
$94.9 - $148.35 $22.1M - $34.5M
499K $48.9B
RTX
Raytheon Technologies Corp

Industrials
140K
New
$114.1 - $135.66 $16M - $19M
140K $18.5B
EFX
Equifax Inc

Industrials
78.3K
+ 153.24%
$235.63 - $278.34 $18.5M - $21.8M
129K $31.5B
PAYX
Paychex Inc

Industrials
115K
New
$136.06 - $154.52 $15.6M - $17.7M
115K $17.7B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
256K
New
$60.44 - $69.57 $15.4M - $17.8M
256K $17B
VICI
Vici Properties Inc.

Real Estate
522K
New
$28.21 - $32.68 $14.7M - $17.1M
522K $17B
JKHY
Henry Jack & Associates Inc

Technology
93K
+ 34328.78%
$166.47 - $191.28 $15.5M - $17.8M
93.3K $17B
BKU
Bank United, Inc.

Financial Services
493K
New
$31.36 - $41.63 $15.5M - $20.5M
493K $17B
AMZN
Amazon Com Inc

Consumer Cyclical
103K
+ 107.09%
$190.26 - $242.06 $19.6M - $24.9M
199K $37.9B
FOUR
Shift4 Payments, Inc.

Technology
175K
New
$81.71 - $125.66 $14.3M - $22M
175K $14.3B
NET
Cloudflare, Inc.

Technology
119K
+ 87.14%
$110.71 - $176.5 $13.1M - $20.9M
255K $28.7B
WFC
Wells Fargo & Company

Financial Services
192K
+ 454.49%
$66.78 - $81.42 $12.8M - $15.6M
234K $16.8B
Cava Group Inc
175K
+ 368.72%
N/A
222K $19.2B
FTNT
Fortinet, Inc.

Technology
142K
New
$92.49 - $114.57 $13.1M - $16.2M
142K $13.6B
NU
Nu Holdings Ltd.

Financial Services
1.29M
New
$10.12 - $13.95 $13.1M - $18.1M
1.29M $13.3B
WWD
Woodward, Inc.

Industrials
71.5K
New
$171.38 - $195.22 $12.3M - $14M
71.5K $13.1B
SSNC
Ss&C Technologies Holdings Inc

Technology
145K
+ 282.71%
$74.75 - $89.13 $10.8M - $12.9M
196K $16.4B
WYNN
Wynn Resorts LTD

Consumer Cyclical
152K
+ 174.51%
$77.0 - $93.47 $11.7M - $14.2M
239K $20B
FLS
Flowserve Corp

Industrials
255K
New
$46.47 - $64.75 $11.8M - $16.5M
255K $12.5B
Tko Group Holdings Inc
77.2K
+ 142.0%
N/A
132K $20.1B
LMT
Lockheed Martin Corp

Industrials
27.4K
New
$423.19 - $506.29 $11.6M - $13.9M
27.4K $12.2B
MTB
M&T Bank Corp

Financial Services
65.8K
New
$170.47 - $201.98 $11.2M - $13.3M
65.8K $11.8B
HXL
Hexcel Corp

Industrials
210K
New
$54.76 - $70.69 $11.5M - $14.9M
210K $11.5B
ALLY
Ally Financial Inc.

Financial Services
303K
New
$32.99 - $40.09 $10M - $12.2M
303K $11.1B
MRVL
Marvell Technology, Inc.

Technology
172K
New
$61.57 - $126.06 $10.6M - $21.7M
172K $10.6B
IBKR
Interactive Brokers Group, Inc.

Financial Services
65.5K
+ 147.25%
$161.03 - $235.53 $10.5M - $15.4M
110K $18.2B
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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