Stock Taper 
KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Schrödinger, Inc. | SDGR | 153.31K | $3.03M |
 Workday, Inc. | WDAY | 148.17K | $34.6M |
 Charter Communications, Inc. | CHTR | 147.5K | $54.36M |
 Fifth Third Bancorp | FITB | 145.64K | $5.71M |
 Liberty Live Group | LLYVK | 143.61K | $9.79M |
 Atlassian Corporation | TEAM | 142.88K | $30.32M |
 Fortinet, Inc. | FTNT | 141.58K | $13.63M |
 FrontView REIT, Inc. | FVR | 140.66K | $1.8M |
 3M Company | MMM | 140.26K | $20.6M |
 RTX Corporation | RTX | 139.91K | $18.53M |
 Amplitude, Inc. | AMPL | 138.32K | $1.41M |
 Wix.com Ltd. | WIX | 137.9K | $22.53M |
 Papa John's International, Inc. | PZZA | 137.3K | $5.64M |
 Concentra Group Holdings Parent, Inc. | CON | 136.28K | $2.96M |
 Fox Corporation | FOX | 133.06K | $7.01M |
 Robinhood Markets, Inc. | HOOD | 132.54K | $5.52M |
 TKO Group Holdings, Inc. | TKO | 131.54K | $20.1M |
 Equifax Inc. | EFX | 129.43K | $31.52M |
 Visa Inc. | V | 123.03K | $43.12M |
 Fidelity National Information Services, Inc. | FIS | 122.42K | $9.14M |