Kodai Capital Management LP Sells in Q4 2024

Kodai Capital Management LP

  • $2.44 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TWLO
Twilio Inc

Communication Services
-1.58M
- 85.58%
$63.73 - $114.96 $101M - $182M
267K $28.8B
HUBS
Hubspot Inc

Technology
-180K
- 81.99%
$514.07 - $757.4 $92.5M - $136M
39.5K $27.5B
T
At&T Inc.

Communication Services
-4.06M
- 46.76%
$21.22 - $23.88 $86.1M - $96.9M
4.62M $105B
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.12M
- 95.0%
$35.32 - $44.84 $74.7M - $94.9M
111K $4.14B
ST
Sensata Technologies Holding PLC

Technology
-1.57M
- 45.69%
$27.12 - $36.49 $42.7M - $57.4M
1.87M $51.3B
ADBE
Adobe Inc.

Technology
-95.3K
- 41.87%
$437.39 - $552.96 $41.7M - $52.7M
132K $58.8B
Flutter Entmt PLC
-253K
- 61.68%
N/A
157K $40.7B
GLBE
Global E Online Ltd.

Consumer Cyclical
-1.39M
- 90.0%
$35.95 - $57.07 $50M - $79.4M
155K $8.43B
WDC
Western Digital Corp

Technology
-569K
- 30.96%
$59.62 - $73.43 $33.9M - $41.8M
1.27M $75.7B
SPOT
Spotify Technology S.A.

Communication Services
-127K
- 82.66%
$362.95 - $502.38 $46.2M - $64M
26.7K $12B
WYNN
Wynn Resorts LTD

Consumer Cyclical
-385K
- 81.54%
$84.3 - $106.41 $32.4M - $40.9M
87.1K $7.5B
HBAN
Huntington Bancshares Inc

Financial Services
-1.43M
- 56.15%
$14.18 - $18.2 $20.2M - $25.9M
1.11M $18.1B
SSNC
Ss&C Technologies Holdings Inc

Technology
-255K
- 83.26%
$69.93 - $77.36 $17.8M - $19.7M
51.3K $3.89B
NDAQ
Nasdaq, Inc.

Financial Services
-255K
- 66.82%
$70.87 - $83.05 $18M - $21.1M
126K $9.77B
LYV
Live Nation Entertainment, Inc.

Communication Services
-155K
- 64.88%
$109.06 - $140.54 $16.9M - $21.8M
84K $10.9B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-65.1K
- 74.06%
$229.83 - $258.46 $15M - $16.8M
22.8K $5.63B
SIMO
Silicon Motion Technology Corp

Technology
-185K
- 27.74%
$51.13 - $61.14 $9.45M - $11.3M
482K $26B
PB
Prosperity Bancshares Inc

Financial Services
-195K
- 53.89%
$70.04 - $85.07 $13.7M - $16.6M
167K $12.6B
IBKR
Interactive Brokers Group, Inc.

Financial Services
-106K
- 70.49%
$138.3 - $192.95 $14.7M - $20.5M
44.5K $7.86B
Atlassian Corporation
-161K
- 50.86%
N/A
156K $38B
META
Meta Platforms, Inc.

Communication Services
-21.1K
- 38.26%
$554.08 - $632.68 $11.7M - $13.3M
34K $19.9B
SAP
Sap Se

Technology
-53.1K
- 54.98%
$218.13 - $255.54 $11.6M - $13.6M
43.5K $10.7B
AFRM
Affirm Holdings, Inc.

Technology
-514K
- 51.73%
$38.48 - $72.86 $19.8M - $37.5M
480K $29.2B
Tko Group Holdings Inc
-82.5K
- 60.3%
N/A
54.4K $7.72B
SBAC
Sba Communications Corp

Real Estate
-25.9K
- 25.34%
$198.24 - $249.31 $5.13M - $6.45M
76.2K $15.5B
KEY
Keycorp

Financial Services
-580K
- 18.84%
$16.21 - $19.97 $9.4M - $11.6M
2.5M $42.8B
SQ
Block, Inc.

Technology
-342K
- 28.27%
$65.06 - $98.92 $22.3M - $33.8M
868K $73.8B
POWI
Power Integrations Inc

Technology
-96.7K
- 25.67%
$60.04 - $68.05 $5.8M - $6.58M
280K $17.3B
CWST
Casella Waste Systems Inc

Industrials
-71.9K
- 57.06%
$97.5 - $113.93 $7.01M - $8.19M
54.1K $5.72B
LVS
Las Vegas Sands Corp

Consumer Cyclical
-133K
- 26.6%
$47.96 - $55.17 $6.39M - $7.35M
367K $18.9B
DPZ
Dominos Pizza Inc

Consumer Cyclical
-13.2K
- 22.81%
$408.59 - $476.19 $5.37M - $6.26M
44.5K $18.7B
MKTX
Marketaxess Holdings Inc

Financial Services
-7.55K
- 5.22%
$225.3 - $293.66 $1.7M - $2.22M
137K $31B
FOX
Fox Corp Cl B (De)

Communication Services
-176K
- 42.89%
$38.0 - $47.15 $6.68M - $8.28M
234K $10.7B
SOFI
So Fi Technologies, Inc.

Financial Services
-945K
- 70.99%
$7.63 - $16.88 $7.21M - $15.9M
386K $5.95B
EWBC
East West Bancorp Inc

Financial Services
-58K
- 29.77%
$80.04 - $111.23 $4.65M - $6.46M
137K $13.1B
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-21K
- 25.25%
$104.34 - $118.84 $2.2M - $2.5M
62.3K $6.5B
Ul Solutions Inc
-43K
- 38.98%
N/A
67.3K $3.36B
GTES
Gates Industrial Corp PLC

Industrials
-141K
- 40.28%
$17.3 - $22.93 $2.44M - $3.23M
209K $4.3B
TYL
Tyler Technologies Inc

Technology
-2.64K
- 6.63%
$576.64 - $635.69 $1.52M - $1.68M
37.2K $21.5B
TGNA
Tegna Inc

Communication Services
-276K
- 17.91%
$15.25 - $19.32 $4.2M - $5.33M
1.26M $23.1B
SMTC
Semtech Corp

Technology
-304K
- 27.63%
$40.58 - $69.1 $12.3M - $21M
796K $49.2B
Gauzy LTD
-109K
- 73.16%
N/A
40K $396M
Marex Group PLC
-23.3K
- 42.0%
N/A
32.2K $1B
CDAY
Ceridian Hcm Holding Inc.

Technology
-29.5K
- 15.4%
N/A
162K $11.8B
Liberty Media Corp Del
-21.3K
- 13.71%
N/A
134K $9.12B
NET
Cloudflare, Inc.

Technology
-30.5K
- 18.33%
$78.11 - $117.56 $2.38M - $3.59M
136K $14.7B
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-77.3K
- 19.23%
$77.15 - $104.91 $5.97M - $8.11M
325K $32.7B
AMBA
Ambarella Inc

Technology
-59.3K
- 7.07%
$54.22 - $76.22 $3.21M - $4.52M
779K $56.6B
Activity Summary
Buys All Purchases 57 New Holdings 40 Increased Positions 17 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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