Stock Taper 
KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 195.03K | $28.3M |
 SS&C Technologies Holdings, Inc. | SSNC | 196.31K | $16.4M |
 Intercontinental Exchange, Inc. | ICE | 196.39K | $33.88M |
 Guidewire Software, Inc. | GWRE | 199.06K | $37.3M |
 Amazon.com, Inc. | AMZN | 199.14K | $37.89M |
 Banc of California, Inc. | BANC | 205.19K | $2.91M |
 Hexcel Corporation | HXL | 210.21K | $11.51M |
 Wyndham Hotels & Resorts, Inc. | WH | 213.44K | $19.32M |
 CAVA Group, Inc. | CAVA | 222.1K | $19.19M |
 Morgan Stanley | MS | 223.5K | $26.08M |
 MongoDB, Inc. | MDB | 227.74K | $39.94M |
 Datadog, Inc. | DDOG | 232.56K | $23.07M |
 Wells Fargo & Company | WFC | 234.31K | $16.82M |
 MGM Resorts International | MGM | 238.94K | $7.08M |
 Wynn Resorts, Limited | WYNN | 239.03K | $19.96M |
 StandardAero, Inc. | SARO | 250.86K | $6.68M |
 Cloudflare, Inc. | NET | 254.64K | $28.7M |
 Flowserve Corporation | FLS | 254.95K | $12.45M |
 Restaurant Brands International Inc. | QSR | 255.56K | $17.03M |
 Smithfield Foods, Inc. | SFD | 276.58K | $5.64M |