Kodai Capital Management LP
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationchicago, IL
- CIK0001999612
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
145 | $2.53 B | T, GWW, EQIX, MKSI | 13F-HR | May 15, 2025 | 000199961225000004 | ||
106 | $2.44 B | T, EQIX, INTU, WDC | 13F-HR | Feb 14, 2025 | 000199961225000003 | ||
163 | $4.83 B | T, MRVL, MSFT, WDC | 13F-HR | Nov 14, 2024 | 000117266124005143 | ||
121 | $5.25 B | TWLO, HUBS, GPN, T | 13F-HR | Aug 14, 2024 | 000117266124003523 | ||
102 | $4.28 B | ADBE, T, PENTAIR PLC, PH | 13F-HR | May 15, 2024 | 000117266124002386 | ||
106 | $4.91 B | MSFT, WDC, ORCL, PENTAIR PLC | 13F-HR | Feb 13, 2024 | 000117266124000752 |