Stock Taper 
KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Yum China Holdings, Inc. | YUMC | 120.08K | $6.25M |
 SBA Communications Corporation | SBAC | 117.17K | $25.78M |
 VeriSign, Inc. | VRSN | 115.25K | $29.26M |
 Paychex, Inc. | PAYX | 114.66K | $17.69M |
 Interactive Brokers Group, Inc. | IBKR | 109.97K | $18.21M |
 CME Group Inc. | CME | 108.72K | $28.84M |
| EC ECHOSTAR CORP | SATS | 103.74K | $2.65M |
 Procore Technologies, Inc. | PCOR | 97.69K | $6.45M |
 Jack Henry & Associates, Inc. | JKHY | 93.3K | $17.04M |
 GLOBALFOUNDRIES Inc. | GFS | 92.02K | $3.4M |
 JPMorgan Chase & Co. | JPM | 91.53K | $22.45M |
 Neurocrine Biosciences, Inc. | NBIX | 85.96K | $9.51M |
 MarketAxess Holdings Inc. | MKTX | 77.94K | $16.86M |
 Oshkosh Corp | OSK | 75.22K | $7.08M |
 Equinix, Inc. | EQIX | 73.16K | $59.65M |
 Humacyte, Inc. | HUMA | 72.56K | $123.72K |
 Intuit Inc. | INTU | 72.53K | $44.53M |
 Woodward, Inc. | WWD | 71.54K | $13.05M |
 W.W. Grainger, Inc. | GWW | 68.43K | $67.6M |
 NVIDIA Corporation | NVDA | 67.54K | $7.32M |