KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SFD | 277K | $5.64M |
 | QSR | 256K | $17.03M |
 | FLS | 255K | $12.45M |
 | NET | 255K | $28.70M |
 | SARO | 251K | $6.68M |
 | WYNN | 239K | $19.96M |
 | MGM | 239K | $7.08M |
 | WFC | 234K | $16.82M |
 | DDOG | 233K | $23.07M |
 | MDB | 228K | $39.94M |
 | MS | 223K | $26.08M |
 | CAVA | 222K | $19.19M |
 | WH | 213K | $19.32M |
 | HXL | 210K | $11.51M |
 | BANC | 205K | $2.91M |
 | AMZN | 199K | $37.89M |
 | GWRE | 199K | $37.30M |
 | ICE | 196K | $33.88M |
 | SSNC | 196K | $16.40M |
 | AMAT | 195K | $28.30M |
SMITHFIELD FOODS INC
SFD
Shares Held
277K
Value
$5.64M
Restaurant Brands International Inc.
QSR
Shares Held
256K
Value
$17.03M
Flowserve Corporation
FLS
Shares Held
255K
Value
$12.45M
Cloudflare, Inc.
NET
Shares Held
255K
Value
$28.70M
StandardAero, Inc.
SARO
Shares Held
251K
Value
$6.68M
Wynn Resorts, Limited
WYNN
Shares Held
239K
Value
$19.96M
MGM Resorts International
MGM
Shares Held
239K
Value
$7.08M
Wells Fargo & Company
WFC
Shares Held
234K
Value
$16.82M
Datadog, Inc.
DDOG
Shares Held
233K
Value
$23.07M
MongoDB, Inc.
MDB
Shares Held
228K
Value
$39.94M
Morgan Stanley
MS
Shares Held
223K
Value
$26.08M
CAVA Group, Inc.
CAVA
Shares Held
222K
Value
$19.19M
Wyndham Hotels & Resorts, Inc.
WH
Shares Held
213K
Value
$19.32M
Hexcel Corporation
HXL
Shares Held
210K
Value
$11.51M
Banc of California, Inc.
BANC
Shares Held
205K
Value
$2.91M
Amazon.com, Inc.
AMZN
Shares Held
199K
Value
$37.89M
Guidewire Software, Inc.
GWRE
Shares Held
199K
Value
$37.30M
Intercontinental Exchange, Inc.
ICE
Shares Held
196K
Value
$33.88M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
196K
Value
$16.40M
Applied Materials, Inc.
AMAT
Shares Held
195K
Value
$28.30M