Kodai Capital Management LP Incresed Positions in Q1 2025

Kodai Capital Management LP

  • $2.53 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
138K
+ 1426.25%
$233.53 - $277.82 $32.3M - $38.5M
148K $34.6B
MKSI
Mks Instruments Inc

Technology
411K
+ 138.27%
$78.89 - $122.69 $32.4M - $50.4M
708K $56.7B
DKNG
Draft Kings Inc.

Consumer Cyclical
712K
+ 639.74%
$33.21 - $53.49 $23.6M - $38.1M
823K $27.3B
TWLO
Twilio Inc

Communication Services
232K
+ 87.19%
$94.9 - $148.35 $22.1M - $34.5M
499K $48.9B
EFX
Equifax Inc

Industrials
78.3K
+ 153.24%
$235.63 - $278.34 $18.5M - $21.8M
129K $31.5B
JKHY
Henry Jack & Associates Inc

Technology
93K
+ 34328.78%
$166.47 - $191.28 $15.5M - $17.8M
93.3K $17B
AMZN
Amazon Com Inc

Consumer Cyclical
103K
+ 107.09%
$190.26 - $242.06 $19.6M - $24.9M
199K $37.9B
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
WYNN
Wynn Resorts LTD

Consumer Cyclical
152K
+ 174.51%
$77.0 - $93.47 $11.7M - $14.2M
239K $20B
Tko Group Holdings Inc
77.2K
+ 142.0%
N/A
132K $20.1B
IBKR
Interactive Brokers Group, Inc.

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

Real Estate
40.9K
+ 53.71%
$192.76 - $224.91 $7.89M - $9.21M
117K $25.8B
Standardaero Inc
203K
+ 418.73%
N/A
251K $6.68B
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
VLY
Valley National Bancorp

Financial Services
483K
+ 33.57%
$8.56 - $10.42 $4.14M - $5.03M
1.92M $17.1B
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
COF
Capital One Financial Corp

Financial Services
12.4K
+ 34.01%
$163.87 - $209.82 $2.03M - $2.6M
48.8K $8.75B
Liberty Media Corp Del
9.61K
+ 7.17%
N/A
144K $9.79B
Marex Group PLC
14.3K
+ 44.63%
N/A
46.5K $1.64B
PENN
Penn National Gaming Inc

Consumer Cyclical
151K
+ 21.79%
$16.23 - $22.73 $2.46M - $3.44M
846K $13.8B
Gauzy LTD
4.47K
+ 11.18%
N/A
44.5K $356M
HUBS
Hubspot Inc

Technology
7.42K
+ 18.76%
$571.29 - $819.71 $4.24M - $6.08M
47K $26.8B
AFRM
Affirm Holdings, Inc.

Technology
83K
+ 17.29%
$43.7 - $80.98 $3.63M - $6.72M
563K $25.4B
AMBA
Ambarella Inc

Technology
126K
+ 16.18%
$48.94 - $82.94 $6.17M - $10.4M
905K $45.5B
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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