Stock Taper 
KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 M&T Bank Corporation | MTB | 65.8K | $11.76M |
 Amentum Holdings, Inc. | AMTM | 65.54K | $1.19M |
 Cummins Inc. | CMI | 63.96K | $20.05M |
 CACI International Inc | CACI | 63.46K | $23.29M |
 Bread Financial Holdings, Inc. | BFH | 62.55K | $3.13M |
 ARS Pharmaceuticals, Inc. | SPRY | 60.11K | $756.2K |
 Netflix, Inc. | NFLX | 60.11K | $56.05M |
 Gates Industrial Corporation plc | GTES | 58.52K | $1.08M |
 WEX Inc. | WEX | 57.96K | $9.1M |
 BioMarin Pharmaceutical Inc. | BMRN | 56.54K | $4M |
 Euronet Worldwide, Inc. | EEFT | 55.32K | $5.91M |
 ACADIA Pharmaceuticals Inc. | ACAD | 53.5K | $888.59K |
 Pinnacle Financial Partners, Inc. | PNFP | 53.18K | $5.64M |
 Mirum Pharmaceuticals, Inc. | MIRM | 52.43K | $2.36M |
 Agios Pharmaceuticals, Inc. | AGIO | 50.69K | $1.49M |
 SAP SE | SAP | 49.25K | $13.22M |
 Capital One Financial Corporation | COF | 48.79K | $8.75M |
 HubSpot, Inc. | HUBS | 46.95K | $26.82M |
 Marex Group Limited | MRX | 46.5K | $1.64M |
 Silicon Motion Technology Corporation | SIMO | 41.6K | $2.1M |