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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
PNCPnc Finl Svcs Group Inc
Recent Activity
New Position
1.01%
$48.404M
261,853 shares@ $184.85 avg price
AMBAAmbarella Inc
Recent Activity
Decreased -18.45%
0.98%
$47.257M
837,821 shares@ $56.41 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
FOXAFox Corp
Recent Activity
Decreased -28.25%
0.86%
$41.123M
971,488 shares@ $42.33 avg price
DASHDoordash Inc
Recent Activity
New Position
0.85%
$40.629M
284,653 shares@ $142.74 avg price
AFRMAffirm Hldgs Inc
Recent Activity
Increased 59.57%
0.85%
$40.587M
994,285 shares@ $40.83 avg price
SIMOSilicon Motion Technology Co
Recent Activity
Increased 14.58%
0.84%
$40.485M
666,523 shares@ $60.74 avg price
GWREGuidewire Software Inc
Recent Activity
New Position
0.84%
$40.439M
221,050 shares@ $182.94 avg price
MSMorgan Stanley
Recent Activity
New Position
0.78%
$37.531M
360,042 shares@ $104.24 avg price