Stock Taper 
KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 505.99K | $36.79M |
 Twilio Inc. | TWLO | 498.94K | $48.85M |
 BankUnited, Inc. | BKU | 493.19K | $16.99M |
 Ingersoll Rand Inc. | IR | 473.55K | $37.9M |
 BioCryst Pharmaceuticals, Inc. | BCRX | 468.8K | $3.52M |
 Block, Inc. | XYZ | 452.17K | $24.57M |
 Semtech Corporation | SMTC | 446.63K | $15.36M |
 Johnson Controls International plc | JCI | 400.11K | $32.05M |
 Sweetgreen, Inc. | SG | 371.79K | $9.3M |
 Vertiv Holdings Co | VRT | 354.6K | $25.6M |
 Cinemark Holdings, Inc. | CNK | 340.11K | $8.47M |
| EA ELECTRONIC ARTS INC | EA | 307.83K | $44.49M |
 Oracle Corporation | ORCL | 306.36K | $42.83M |
 STMicroelectronics N.V. | STM | 303.26K | $6.66M |
 Ally Financial Inc. | ALLY | 303.18K | $11.06M |
 SentinelOne, Inc. | S | 286.78K | $5.21M |
 Smithfield Foods, Inc. | SFD | 276.58K | $5.64M |
 Restaurant Brands International Inc. | QSR | 255.56K | $17.03M |
 Flowserve Corporation | FLS | 254.95K | $12.45M |
 Cloudflare, Inc. | NET | 254.64K | $28.7M |