Stock Taper 
KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Honeywell International Inc. | HON | 3.69K | $780.72K |
 Arthur J. Gallagher & Co. | AJG | 6.78K | $2.34M |
 Automatic Data Processing, Inc. | ADP | 10.62K | $3.24M |
 Paycom Software, Inc. | PAYC | 16.32K | $3.57M |
 Ingram Micro Holding Corporation | INGM | 16.95K | $300.69K |
 Alnylam Pharmaceuticals, Inc. | ALNY | 21.16K | $5.71M |
 Cadence Design Systems, Inc. | CDNS | 21.76K | $5.54M |
 Casella Waste Systems, Inc. | CWST | 24.76K | $2.76M |
 UL Solutions Inc. | ULS | 26.62K | $1.5M |
 Lockheed Martin Corporation | LMT | 27.37K | $12.23M |
 Trane Technologies plc | TT | 29.45K | $9.92M |
 Texas Roadhouse, Inc. | TXRH | 31.52K | $5.25M |
 Waystar Holding Corp. | WAY | 33.9K | $1.27M |
 Tyler Technologies, Inc. | TYL | 34.51K | $20.06M |
 EPAM Systems, Inc. | EPAM | 34.96K | $5.9M |
 Incyte Corporation | INCY | 37.53K | $2.27M |
 Silicon Motion Technology Corporation | SIMO | 41.6K | $2.1M |
 Marex Group Limited | MRX | 46.5K | $1.64M |
 HubSpot, Inc. | HUBS | 46.95K | $26.82M |
 Capital One Financial Corporation | COF | 48.79K | $8.75M |