Kodai Capital Management LP — 13F holdings

Kodai Capital Management LP reported 145 holdings worth $2.53B in its 13F filing for Q1 2025, filed May 15, 2025.

Largest positions

  1. T AT&T Inc — $88.4M (3.5%)
  2. GWW Grainger W W Inc — $67.6M (2.7%)
  3. EQIX EQUINIX INC — $59.7M (2.4%)
  4. MKSI MKS INC. — $56.7M (2.2%)
  5. NFLX NETFLIX INC — $56.1M (2.2%)
  6. EMR EMERSON ELEC CO — $55.7M (2.2%)
  7. CHTR CHARTER COMMUNICATIONS INC N — $54.4M (2.2%)
  8. TWLO TWILIO INC — $48.9M (1.9%)
  9. AMBA AMBARELLA INC — $45.5M (1.8%)
  10. KEY KEYCORP — $45.3M (1.8%)