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
SBAC
Sba Communications Corp

Real Estate
40.9K
+ 53.71%
$192.76 - $224.91 $7.89M - $9.21M
117K $25.8B
TT
Trane Technologies PLC

Industrials
29.4K
New
$332.0 - $400.86 $9.78M - $11.8M
29.4K $9.92B
NBIX
Neurocrine Biosciences Inc

Healthcare
86K
New
$107.22 - $153.29 $9.22M - $13.2M
86K $9.51B
SG
Sweetgreen, Inc.

Consumer Cyclical
372K
New
$21.47 - $34.94 $7.98M - $13M
372K $9.3B
FIS
Fidelity National Information Services, Inc.

Technology
122K
New
$68.12 - $83.42 $8.34M - $10.2M
122K $9.14B
WEX
Wex Inc.

Technology
58K
New
$148.29 - $186.78 $8.59M - $10.8M
58K $9.1B
CNK
Cinemark Holdings, Inc.

Communication Services
340K
New
$23.74 - $33.06 $8.07M - $11.2M
340K $8.47B
RKT
Rocket Companies, Inc.

Financial Services
701K
New
$10.28 - $15.77 $7.2M - $11.1M
701K $8.46B
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
885K
New
$8.92 - $11.7 $7.9M - $10.4M
885K $7.99B
MGM
Mgm Resorts International

Consumer Cyclical
239K
New
$29.64 - $40.37 $7.08M - $9.65M
239K $7.08B
STM
St Microelectronics N.V.

Technology
303K
New
$21.64 - $28.22 $6.56M - $8.56M
303K $6.66B
PCOR
Procore Technologies, Inc.

Technology
97.7K
New
$65.21 - $88.33 $6.37M - $8.63M
97.7K $6.45B
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
120K
New
$42.3 - $53.69 $5.08M - $6.45M
120K $6.25B
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
21.2K
New
$233.07 - $290.7 $4.93M - $6.15M
21.2K $5.71B
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
Standardaero Inc
203K
+ 418.73%
N/A
251K $6.68B
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
MDB
Mongo Db, Inc.

Technology
76.5K
+ 50.61%
$175.4 - $298.52 $13.4M - $22.8M
228K $39.9B
MAT
Mattel Inc

Consumer Cyclical
189K
+ 35.46%
$17.73 - $21.94 $3.36M - $4.16M
724K $14.1B
Kiniksa Pharmaceuticals Intl
185K
New
N/A
185K $4.12B
VLY
Valley National Bancorp

Financial Services
483K
+ 33.57%
$8.56 - $10.42 $4.14M - $5.03M
1.92M $17.1B
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
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
469K
New
$7.06 - $9.39 $3.31M - $4.4M
469K $3.52B
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
KEY
Keycorp

Financial Services
338K
+ 13.51%
$15.15 - $18.3 $5.11M - $6.18M
2.84M $45.3B
SAP
Sap Se

Technology
5.77K
+ 13.26%
$241.4 - $293.69 $1.39M - $1.69M
49.3K $13.2B
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
COF
Capital One Financial Corp

Financial Services
12.4K
+ 34.01%
$163.87 - $209.82 $2.03M - $2.6M
48.8K $8.75B
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
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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