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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
FTVFortive Corp
Recent Activity
Exited
0%
$39.823M
537,416 shares@ $74.11 avg price
CCLCarnival Corp
Recent Activity
Exited
0%
$36.55M
1.952M shares@ $18.73 avg price
DDOGDatadog Inc
Recent Activity
Exited
0%
$29.238M
225,444 shares@ $129.69 avg price
AVDXAvidxchange Holdings Inc
Recent Activity
Exited
0%
$26.537M
2.2M shares@ $12.07 avg price
EMREmerson Elec Co
Recent Activity
Exited
0%
$20.207M
183,430 shares@ $110.17 avg price
RDDTReddit Inc
Recent Activity
Exited
0%
$19.112M
299,140 shares@ $63.9 avg price
NVTSNavitas Semiconductor Corp
Recent Activity
Exited
0%
$18.405M
4.683M shares@ $3.93 avg price
ASMLAsml Holding N V
Recent Activity
Exited
0%
$17.647M
17,255 shares@ $1022.73 avg price
CYBRCyberark Software Ltd
Recent Activity
Exited
0%
$14.553M
53,225 shares@ $273.43 avg price
TTWOTake-two Interactive Softwar
Recent Activity
Exited
0%
$13.727M
88,282 shares@ $155.49 avg price