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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
AMZNAmazon Com Inc
Recent Activity
Exited
0%
$145.838M
754,659 shares@ $193.26 avg price
MDBMongodb Inc
Recent Activity
Exited
0%
$103.802M
415,276 shares@ $249.97 avg price
AAPLApple Inc
Recent Activity
Exited
0%
$98.065M
465,603 shares@ $210.63 avg price
SNAPSnap Inc
Recent Activity
Exited
0%
$78.115M
4.703M shares@ $16.61 avg price
DISDisney Walt Co
Recent Activity
Exited
0%
$75.448M
759,878 shares@ $99.3 avg price
ABNBAirbnb Inc
Recent Activity
Exited
0%
$69.885M
460,894 shares@ $151.63 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$57.598M
792,488 shares@ $72.69 avg price
FOURShift4 Pmts Inc
Recent Activity
Exited
0%
$53.847M
734,109 shares@ $73.35 avg price
WDAYWorkday Inc
Recent Activity
Exited
0%
$41.214M
184,351 shares@ $223.57 avg price
NVDANvidia Corporation
Recent Activity
Exited
0%
$40.534M
328,101 shares@ $123.55 avg price