KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TFC | 547K | $22.50M |
 | VICI | 522K | $17.02M |
 | EMR | 508K | $55.73M |
 | FTV | 508K | $37.18M |
 | LRCX | 506K | $36.79M |
 | TWLO | 499K | $48.85M |
 | BKU | 493K | $16.99M |
 | IR | 474K | $37.90M |
 | BCRX | 469K | $3.52M |
 | XYZ | 452K | $24.57M |
 | SMTC | 447K | $15.36M |
 | JCI | 400K | $32.05M |
 | SG | 372K | $9.30M |
 | VRT | 355K | $25.60M |
 | CNK | 340K | $8.47M |
 | EA | 308K | $44.49M |
 | ORCL | 306K | $42.83M |
 | STM | 303K | $6.66M |
 | ALLY | 303K | $11.06M |
 | S | 287K | $5.21M |
Truist Financial Corporation
TFC
Shares Held
547K
Value
$22.50M
VICI Properties Inc.
VICI
Shares Held
522K
Value
$17.02M
Emerson Electric Co.
EMR
Shares Held
508K
Value
$55.73M
Fortive Corporation
FTV
Shares Held
508K
Value
$37.18M
Lam Research Corporation
LRCX
Shares Held
506K
Value
$36.79M
Twilio Inc.
TWLO
Shares Held
499K
Value
$48.85M
BankUnited, Inc.
BKU
Shares Held
493K
Value
$16.99M
Ingersoll Rand Inc.
IR
Shares Held
474K
Value
$37.90M
BioCryst Pharmaceuticals, Inc.
BCRX
Shares Held
469K
Value
$3.52M
Block, Inc.
XYZ
Shares Held
452K
Value
$24.57M
Semtech Corporation
SMTC
Shares Held
447K
Value
$15.36M
Johnson Controls International plc
JCI
Shares Held
400K
Value
$32.05M
Sweetgreen, Inc.
SG
Shares Held
372K
Value
$9.30M
Vertiv Holdings Co
VRT
Shares Held
355K
Value
$25.60M
Cinemark Holdings, Inc.
CNK
Shares Held
340K
Value
$8.47M
Electronic Arts Inc.
EA
Shares Held
308K
Value
$44.49M
Oracle Corporation
ORCL
Shares Held
306K
Value
$42.83M
STMicroelectronics N.V.
STM
Shares Held
303K
Value
$6.66M
Ally Financial Inc.
ALLY
Shares Held
303K
Value
$11.06M
SentinelOne, Inc.
S
Shares Held
287K
Value
$5.21M