Kodai Capital Management LP Purchases and Sells in Q4 2024

Kodai Capital Management LP

$2.44 Trillion
Q4 2024

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNOW	139K + 65.09%	$109.65 - $186.51 $15.3M - $26M	354K $54.6B
OKTA	346K + 135.04%	$71.81 - $86.11 $24.9M - $29.8M	602K $47.5B
CHTR	58K + 61.0%	$315.38 - $408.02 $18.3M - $23.7M	153K $52.5B
ZS	109K + 94.59%	$166.99 - $211.99 $18.1M - $23M	223K $40.3B
EQIX	16.5K + 18.06%	$865.69 - $985.0 $14.3M - $16.3M	108K $102B
WBD	1.59M + 516.1%	$7.33 - $12.37 $11.7M - $19.7M	1.9M $20.1B

New Holdings

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	560K New	$117.0 - $148.88 $65.5M - $83.4M	560K $75.2B
CME	275K New	$221.17 - $246.02 $60.8M - $67.6M	275K $63.8B
MPWR	97.3K New	$560.06 - $942.58 $54.5M - $91.8M	97.3K $57.6B
V	152K New	$273.87 - $320.91 $41.5M - $48.7M	152K $47.9B
MA	71.4K New	$491.3 - $536.15 $35.1M - $38.3M	71.4K $37.6B
MDB	151K New	$232.81 - $350.13 $35.2M - $52.9M	151K $35.2B

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TWLO	-1.58M - 85.58%	$63.73 - $114.96 $101M - $182M	267K $28.8B
HUBS	-180K - 81.99%	$514.07 - $757.4 $92.5M - $136M	39.5K $27.5B
T	-4.06M - 46.76%	$21.22 - $23.88 $86.1M - $96.9M	4.62M $105B
DKNG	-2.12M - 95.0%	$35.32 - $44.84 $74.7M - $94.9M	111K $4.14B
ST	-1.57M - 45.69%	$27.12 - $36.49 $42.7M - $57.4M	1.87M $51.3B
ADBE	-95.3K - 41.87%	$437.39 - $552.96 $41.7M - $52.7M	132K $58.8B

Activity Summary All Purchases 57 New Holdings 40 Increased Positions 17 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

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