Kodai Capital Management LP
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 145
- Total Value
- 2527679717
- Accession Number
- 0001999612-25-000004
- Form Type
- 13F-HR
- CIK
- 0001999612
- Manager Name
- Kodai Capital Management LP
Data Enrichment
97% identified141 identified4 unidentified
Holdings
145 positions
Manager:
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Page 2 of 8
852234103
Shares:
452167(-47.9%)
Value:
$24.6B(-66.7%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 506.0K | QoQ NEW(+506.0K) YoY NEW(+506.0K) | All Managers (Combined) | $36.8M | QoQ NEW(+$36.8M) YoY NEW(+$36.8M) | |
Workday, Inc.(WDAYcusip98138H101) | 148.2K | All Managers (Combined) | $34.6M | ||
| 196.4K | QoQ NEW(+196.4K) YoY NEW(+196.4K) | All Managers (Combined) | $33.9M | QoQ NEW(+$33.9M) YoY NEW(+$33.9M) | |
| 556.5K | QoQ NEW(+556.5K) YoY NEW(+556.5K) | All Managers (Combined) | $32.9M | QoQ NEW(+$32.9M) YoY NEW(+$32.9M) | |
| 400.1K | QoQ NEW(+400.1K) | All Managers (Combined) | $32.1M | QoQ NEW(+$32.1M) | |
| 1.6M | YoY NEW(+1.6M) | All Managers (Combined) | $31.6M | YoY NEW(+$31.6M) | |
Equifax Inc(EFXcusip294429105) | 129.4K | YoY NEW(+129.4K) | All Managers (Combined) | $31.5M | YoY NEW(+$31.5M) |
Atlassian Corp(TEAMcusip049468101) | 142.9K | YoY NEW(+142.9K) | All Managers (Combined) | $30.3M | YoY NEW(+$30.3M) |
Verisign Inc/Ca(VRSNcusip92343E102) | 115.3K | YoY NEW(+115.3K) | All Managers (Combined) | $29.3M | YoY NEW(+$29.3M) |
Cme Group Inc.(CMEcusip12572Q105) | 108.7K | YoY NEW(+108.7K) | All Managers (Combined) | $28.8M | YoY NEW(+$28.8M) |
Cloudflare, Inc.(NETcusip18915M107) | 254.6K | YoY NEW(+254.6K) | All Managers (Combined) | $28.7M | YoY NEW(+$28.7M) |
| 195.0K | QoQ NEW(+195.0K) YoY NEW(+195.0K) | All Managers (Combined) | $28.3M | QoQ NEW(+$28.3M) YoY NEW(+$28.3M) | |
Draftkings Inc.(DKNGcusip26142V105) | 823.1K | All Managers (Combined) | $27.3M | ||
Hubspot Inc(HUBScusip443573100) | 47.0K | All Managers (Combined) | $26.8M | ||
Morgan Stanley(MScusip617446448) | 223.5K | QoQ NEW(+223.5K) YoY NEW(+223.5K) | All Managers (Combined) | $26.1M | QoQ NEW(+$26.1M) YoY NEW(+$26.1M) |
Yum Brands Inc(YUMcusip988498101) | 164.7K | QoQ NEW(+164.7K) YoY NEW(+164.7K) | All Managers (Combined) | $25.9M | QoQ NEW(+$25.9M) YoY NEW(+$25.9M) |
| 117.2K | All Managers (Combined) | $25.8M | |||
| 354.6K | QoQ NEW(+354.6K) YoY NEW(+354.6K) | All Managers (Combined) | $25.6M | QoQ NEW(+$25.6M) YoY NEW(+$25.6M) | |
| 562.9K | YoY NEW(+562.9K) | All Managers (Combined) | $25.4M | YoY NEW(+$25.4M) | |
(cusip852234103)✕ | 452.2K | YoY NEW(+452.2K) | All Managers (Combined) | $24.6M | YoY NEW(+$24.6M) |