13F Filings History of Kodai Capital Management LP

Latest 13F report
Q1 2025 - 15 May 2025
Value $
$2,527,679,717
Signature - Title
Megan Claucherty - General Counsel and Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Kodai Capital Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kodai Capital Management LP reported 145 stock holdings with total value $2,527,679,717 as of Q1 2025. Top holdings included T, GWW, EQIX, MKSI, and NFLX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2025 145 $2,527,679,717 +$1,461,219,690 -$1,276,930,396 +$184,289,294 T, GWW, EQIX, MKSI, NFLX 13F-HR 15 May 2025, 09:29
Q4 2024 106 $2,439,637,971 +$890,185,565 -$3,542,889,895 -$2,652,704,330 T, EQIX, INTU, WDC, NVDA 13F-HR 14 Feb 2025, 14:43
Q3 2024 162 $4,813,473,012 +$2,138,192,597 -$2,923,471,385 -$785,278,788 T, MRVL, MSFT, WDC, ST 13F-HR 14 Nov 2024, 16:00
Q2 2024 121 $5,254,464,988 +$2,535,735,875 -$1,542,876,469 +$992,859,406 TWLO, HUBS, GPN, T, PH 13F-HR 14 Aug 2024, 16:02
Q1 2024 102 $4,279,856,904 +$1,576,550,829 -$2,509,859,757 -$933,308,928 ADBE, T, PNR, PH, XYL 13F-HR 15 May 2024, 10:09
Q4 2023 106 $4,907,139,704 $0 $0 $0 MSFT, WDC, ORCL, PNR, GOOGL 13F-HR 13 Feb 2024, 09:24