KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KNSA | 185K | $4.12M |
 | FOUR | 175K | $14.28M |
 | MRVL | 172K | $10.58M |
 | YUM | 165K | $25.92M |
 | ABL | 158K | $1.18M |
 | SDGR | 153K | $3.03M |
 | WDAY | 148K | $34.60M |
 | CHTR | 148K | $54.36M |
 | FITB | 146K | $5.71M |
 | LLYVK | 144K | $9.79M |
 | TEAM | 143K | $30.32M |
 | FTNT | 142K | $13.63M |
 | FVR | 141K | $1.80M |
 | MMM | 140K | $20.60M |
 | RTX | 140K | $18.53M |
 | AMPL | 138K | $1.41M |
 | WIX | 138K | $22.53M |
 | PZZA | 137K | $5.64M |
 | CON | 136K | $2.96M |
 | FOX | 133K | $7.01M |
Kiniksa Pharmaceuticals, Ltd.
KNSA
Shares Held
185K
Value
$4.12M
Shift4 Payments, Inc.
FOUR
Shares Held
175K
Value
$14.28M
Marvell Technology, Inc.
MRVL
Shares Held
172K
Value
$10.58M
Yum! Brands, Inc.
YUM
Shares Held
165K
Value
$25.92M
Abacus Global Management, Inc.
ABL
Shares Held
158K
Value
$1.18M
Schrödinger, Inc.
SDGR
Shares Held
153K
Value
$3.03M
Workday, Inc.
WDAY
Shares Held
148K
Value
$34.60M
Charter Communications, Inc.
CHTR
Shares Held
148K
Value
$54.36M
Fifth Third Bancorp
FITB
Shares Held
146K
Value
$5.71M
Liberty Live Group
LLYVK
Shares Held
144K
Value
$9.79M
Atlassian Corporation
TEAM
Shares Held
143K
Value
$30.32M
Fortinet, Inc.
FTNT
Shares Held
142K
Value
$13.63M
FrontView REIT, Inc.
FVR
Shares Held
141K
Value
$1.80M
3M Company
MMM
Shares Held
140K
Value
$20.60M
RTX Corporation
RTX
Shares Held
140K
Value
$18.53M
Amplitude, Inc.
AMPL
Shares Held
138K
Value
$1.41M
Wix.com Ltd.
WIX
Shares Held
138K
Value
$22.53M
Papa John's International, Inc.
PZZA
Shares Held
137K
Value
$5.64M
Concentra Group Holdings Parent, Inc.
CON
Shares Held
136K
Value
$2.96M
Fox Corporation
FOX
Shares Held
133K
Value
$7.01M