KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SAP | 49K | $13.22M |
 | COF | 49K | $8.75M |
 | HUBS | 47K | $26.82M |
 | MRX | 47K | $1.64M |
 | SIMO | 42K | $2.10M |
 | INCY | 38K | $2.27M |
 | EPAM | 35K | $5.90M |
 | DAWN | 35K | $275.05K |
 | TYL | 35K | $20.06M |
 | WAY | 34K | $1.27M |
 | TXRH | 32K | $5.25M |
 | TT | 29K | $9.92M |
 | LMT | 27K | $12.23M |
 | ULS | 27K | $1.50M |
 | CWST | 25K | $2.76M |
 | CDNS | 22K | $5.54M |
 | ALNY | 21K | $5.71M |
 | INGM | 17K | $300.69K |
 | SNV | 17K | $773.08K |
 | PAYC | 16K | $3.57M |
SAP SE
SAP
Shares Held
49K
Value
$13.22M
Capital One Financial Corporation
COF
Shares Held
49K
Value
$8.75M
HubSpot, Inc.
HUBS
Shares Held
47K
Value
$26.82M
Marex Group plc Ordinary Shares
MRX
Shares Held
47K
Value
$1.64M
Silicon Motion Technology Corporation
SIMO
Shares Held
42K
Value
$2.10M
Incyte Corporation
INCY
Shares Held
38K
Value
$2.27M
EPAM Systems, Inc.
EPAM
Shares Held
35K
Value
$5.90M
Day One Biopharmaceuticals, Inc.
DAWN
Shares Held
35K
Value
$275.05K
Tyler Technologies, Inc.
TYL
Shares Held
35K
Value
$20.06M
Waystar Holding Corp.
WAY
Shares Held
34K
Value
$1.27M
Texas Roadhouse, Inc.
TXRH
Shares Held
32K
Value
$5.25M
Trane Technologies plc
TT
Shares Held
29K
Value
$9.92M
Lockheed Martin Corporation
LMT
Shares Held
27K
Value
$12.23M
UL Solutions Inc.
ULS
Shares Held
27K
Value
$1.50M
Casella Waste Systems, Inc.
CWST
Shares Held
25K
Value
$2.76M
Cadence Design Systems, Inc.
CDNS
Shares Held
22K
Value
$5.54M
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
21K
Value
$5.71M
Ingram Micro Holding Corporation
INGM
Shares Held
17K
Value
$300.69K
Synovus Financial Corp.
SNV
Shares Held
17K
Value
$773.08K
Paycom Software, Inc.
PAYC
Shares Held
16K
Value
$3.57M