test

Megan Claucherty

@Kodai Capital Management Lp

Latest period2024 - Q3ReportedManaged Assets$4.829BTotal holdings162
Assets growth rate-8.1%Assets growth rate (2-Q avg)7.34%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kodai Capital Management Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 162 positions.

Assets under management

The assets under management (AUM) of Kodai Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.829B in assets, with a quarterly growth rate of -8.1% and a 2-quarter average growth rate of 7.34%. The portfolio is managed by Megan Claucherty, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FLUTFlutter Entmt Plc
Recent Activity
New Position
2.02%
$97.418M
410,560 shares@ $237.29 avg price
DKNGDraftkings Inc New
Recent Activity
New Position
1.81%
$87.321M
2.228M shares@ $39.21 avg price
EQIXEquinix Inc
Recent Activity
New Position
1.69%
$81.143M
91,415 shares@ $887.63 avg price
INTUIntuit
Recent Activity
New Position
1.57%
$75.427M
121,460 shares@ $621.0 avg price
KEYKeycorp
Recent Activity
New Position
1.07%
$51.563M
3.078M shares@ $16.75 avg price
TEAMAtlassian Corporation
Recent Activity
New Position
1.05%
$50.407M
317,407 shares@ $158.82 avg price
BKNGBooking Holdings Inc
Recent Activity
New Position
1.03%
$49.615M
11,779 shares@ $4212.12 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
New Position
1.01%
$48.404M
261,853 shares@ $184.85 avg price
DFSDiscover Finl Svcs
Recent Activity
New Position
0.95%
$45.72M
325,895 shares@ $140.3 avg price
WYNNWynn Resorts Ltd
Recent Activity
New Position
0.94%
$45.236M
471,801 shares@ $95.89 avg price