Kodai Capital Management LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.83 Trillion distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: At&T Inc. with a value of $191B, Marvell Technology, Inc. with a value of $146B, Microsoft Corp with a value of $143B, Western Digital Corp with a value of $126B, and Sensata Technologies Holding PLC with a value of $124B.
Examining the 13F form we can see an decrease of $426B in the current position value, from $5.25T to 4.83T.
Kodai Capital Management LP is based out at Chicago, IL
Below you can find more details about Kodai Capital Management LP portfolio as well as his latest detailed transactions.
Portfolio value
$4.83 Trillion
Technology: $1.71 Trillion
Financial Services: $792 Billion
Communication Services: $759 Billion
Industrials: $682 Billion
Consumer Cyclical: $503 Billion
Real Estate: $151 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
