SEC Form 13F

Kodai Capital Management LP 13F Holdings

Report period2025-03-31
Publicly available2025-05-16
Reported value$2,527,679,717
Positions145

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AT&T INCTCOM$88,381,1083,125,216
GRAINGER W W INCGWWCOM$67,601,15868,434
EQUINIX INCEQIXCOM$59,651,00673,160
MKS INSTRS INCMKSICOM$56,747,883708,021
NETFLIX INCNFLXCOM$56,052,51360,108
EMERSON ELEC COEMRCOM$55,732,972508,327
CHARTER COMMUNICATIONS INC NCHTRCL A$54,359,649147,504
TWILIO INCTWLOCL A$48,851,313498,941
AMBARELLA INCAMBASHS$45,525,297904,536
KEYCORPKEYCOM$45,344,6822,835,815

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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