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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
PHParker-hannifin Corp
Recent Activity
Decreased -53.68%
2.29%
$110.462M
174,832 shares@ $631.82 avg price
FLUTFlutter Entmt Plc
Recent Activity
New Position
2.02%
$97.418M
410,560 shares@ $237.29 avg price
LIILennox Intl Inc
Recent Activity
Decreased -40.67%
1.83%
$88.231M
146,008 shares@ $604.29 avg price
DKNGDraftkings Inc New
Recent Activity
New Position
1.81%
$87.321M
2.228M shares@ $39.21 avg price
MMM3m Co
Recent Activity
Decreased -10.8%
1.71%
$82.164M
601,056 shares@ $136.7 avg price
SQBlock Inc
Recent Activity
Decreased -15.31%
1.69%
$81.233M
1.21M shares@ $67.13 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
WIXWix Com Ltd
Recent Activity
Increased 137.67%
1.53%
$73.602M
440,283 shares@ $167.17 avg price
GPNGlobal Pmts Inc
Recent Activity
Decreased -72.82%
1.35%
$64.825M↑ Call
632,934 shares@ $102.42 avg price