KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HUMA | 73K | $123.72K |
 | INTU | 73K | $44.53M |
 | WWD | 72K | $13.05M |
 | GWW | 68K | $67.60M |
 | NVDA | 68K | $7.32M |
 | MTB | 66K | $11.76M |
 | AMTM | 66K | $1.19M |
 | CMI | 64K | $20.05M |
 | CACI | 63K | $23.29M |
 | BFH | 63K | $3.13M |
 | SPRY | 60K | $756.20K |
 | NFLX | 60K | $56.05M |
 | GTES | 59K | $1.08M |
 | WEX | 58K | $9.10M |
 | BMRN | 57K | $4.00M |
 | EEFT | 55K | $5.91M |
 | ACAD | 53K | $888.59K |
 | PNFP | 53K | $5.64M |
 | MIRM | 52K | $2.36M |
 | AGIO | 51K | $1.49M |
Humacyte, Inc.
HUMA
Shares Held
73K
Value
$123.72K
Intuit Inc.
INTU
Shares Held
73K
Value
$44.53M
Woodward, Inc.
WWD
Shares Held
72K
Value
$13.05M
W.W. Grainger, Inc.
GWW
Shares Held
68K
Value
$67.60M
NVIDIA Corporation
NVDA
Shares Held
68K
Value
$7.32M
M&T Bank Corporation
MTB
Shares Held
66K
Value
$11.76M
Amentum Holdings, Inc.
AMTM
Shares Held
66K
Value
$1.19M
Cummins Inc.
CMI
Shares Held
64K
Value
$20.05M
CACI International Inc
CACI
Shares Held
63K
Value
$23.29M
Bread Financial Holdings, Inc.
BFH
Shares Held
63K
Value
$3.13M
ARS Pharmaceuticals, Inc.
SPRY
Shares Held
60K
Value
$756.20K
Netflix, Inc.
NFLX
Shares Held
60K
Value
$56.05M
Gates Industrial Corporation plc
GTES
Shares Held
59K
Value
$1.08M
WEX Inc.
WEX
Shares Held
58K
Value
$9.10M
BioMarin Pharmaceutical Inc.
BMRN
Shares Held
57K
Value
$4.00M
Euronet Worldwide, Inc.
EEFT
Shares Held
55K
Value
$5.91M
ACADIA Pharmaceuticals Inc.
ACAD
Shares Held
53K
Value
$888.59K
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
53K
Value
$5.64M
Mirum Pharmaceuticals, Inc.
MIRM
Shares Held
52K
Value
$2.36M
Agios Pharmaceuticals, Inc.
AGIO
Shares Held
51K
Value
$1.49M