KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HOOD | 133K | $5.52M |
 | TKO | 132K | $20.10M |
 | EFX | 129K | $31.52M |
 | V | 123K | $43.12M |
 | FIS | 122K | $9.14M |
 | YUMC | 120K | $6.25M |
 | SBAC | 117K | $25.78M |
 | VRSN | 115K | $29.26M |
 | PAYX | 115K | $17.69M |
 | IBKR | 110K | $18.21M |
 | CME | 109K | $28.84M |
 | SATS | 104K | $2.65M |
 | PCOR | 98K | $6.45M |
 | JKHY | 93K | $17.04M |
 | GFS | 92K | $3.40M |
 | JPM | 92K | $22.45M |
 | NBIX | 86K | $9.51M |
 | MKTX | 78K | $16.86M |
 | OSK | 75K | $7.08M |
 | EQIX | 73K | $59.65M |
Robinhood Markets, Inc.
HOOD
Shares Held
133K
Value
$5.52M
TKO Group Holdings, Inc.
TKO
Shares Held
132K
Value
$20.10M
Equifax Inc.
EFX
Shares Held
129K
Value
$31.52M
Visa Inc.
V
Shares Held
123K
Value
$43.12M
Fidelity National Information Services, Inc.
FIS
Shares Held
122K
Value
$9.14M
Yum China Holdings, Inc.
YUMC
Shares Held
120K
Value
$6.25M
SBA Communications Corporation
SBAC
Shares Held
117K
Value
$25.78M
VeriSign, Inc.
VRSN
Shares Held
115K
Value
$29.26M
Paychex, Inc.
PAYX
Shares Held
115K
Value
$17.69M
Interactive Brokers Group, Inc.
IBKR
Shares Held
110K
Value
$18.21M
CME Group Inc.
CME
Shares Held
109K
Value
$28.84M
EchoStar Corporation
SATS
Shares Held
104K
Value
$2.65M
Procore Technologies, Inc.
PCOR
Shares Held
98K
Value
$6.45M
Jack Henry & Associates, Inc.
JKHY
Shares Held
93K
Value
$17.04M
GLOBALFOUNDRIES Inc.
GFS
Shares Held
92K
Value
$3.40M
JPMorgan Chase & Co.
JPM
Shares Held
92K
Value
$22.45M
Neurocrine Biosciences, Inc.
NBIX
Shares Held
86K
Value
$9.51M
MarketAxess Holdings Inc.
MKTX
Shares Held
78K
Value
$16.86M
Oshkosh Corporation
OSK
Shares Held
75K
Value
$7.08M
Equinix, Inc.
EQIX
Shares Held
73K
Value
$59.65M