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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
FHNFirst Horizon Corporation
Recent Activity
New Position
0.54%
$25.606M
1.649M shares@ $15.54 avg price
LVSLas Vegas Sands Corp
Recent Activity
New Position
0.53%
$25.203M
500,659 shares@ $50.34 avg price
DPZDominos Pizza Inc
Recent Activity
New Position
0.52%
$24.798M
57,651 shares@ $430.14 avg price
SNOWSnowflake Inc
Recent Activity
Decreased -67.07%
0.51%
$24.609M
214,251 shares@ $114.87 avg price
XYLXylem Inc
Recent Activity
Decreased -79.92%
0.51%
$24.604M
182,215 shares@ $135.03 avg price
SBACSba Communications Corp New
Recent Activity
Decreased -0.05%
0.51%
$24.572M
102,087 shares@ $240.71 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.51%
$24.516M
88,592 shares@ $276.73 avg price
TGNATegna Inc
Recent Activity
New Position
0.51%
$24.283M
1.539M shares@ $15.78 avg price
POWIPower Integrations Inc
Recent Activity
Increased 2.54%
0.51%
$24.147M
376,587 shares@ $64.12 avg price
TYLTyler Technologies Inc
Recent Activity
New Position
0.49%
$23.276M
39,875 shares@ $583.72 avg price