HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
904,258 | +904,258 | $340,037 |
| MSFT | 904,258 | +904,258 | $340,037 |
| WESTERN DIGITAL CORP. |
4,065,310 | +4,065,310 | $212,900 |
| WDC | 4,065,310 | +4,065,310 | $212,900 |
| ORACLE CORP |
2,004,196 | +2,004,196 | $211,302 |
| ORCL | 2,004,196 | +2,004,196 | $211,302 |
| PENTAIR PLC |
2,383,160 | +2,383,160 | $173,280 |
| PNR | 2,383,160 | +2,383,160 | $173,280 |
| ALPHABET INC |
1,202,718 | +1,202,718 | $168,008 |
| GOOGL | 1,202,718 | +1,202,718 | $168,008 |
| AT&T INC |
9,064,908 | +9,064,908 | $152,109 |
| T | 9,064,908 | +9,064,908 | $152,109 |
| ASML HOLDING N V |
198,592 | +198,592 | $150,318 |
| ASML | 198,592 | +198,592 | $150,318 |
| MOBILEYE GLOBAL INC |
3,437,757 | +3,437,757 | $148,924 |
| MBLY | 3,437,757 | +3,437,757 | $148,924 |
| XYLEM INC |
1,171,259 | +1,171,259 | $133,945 |
| XYL | 1,171,259 | +1,171,259 | $133,945 |
| SENSATA TECHNOLOGIES HLDG PL |
3,544,205 | +3,544,205 | $133,156 |
| ST | 3,544,205 | +3,544,205 | $133,156 |
| NXP SEMICONDUCTORS N V |
545,623 | +545,623 | $125,319 |
| NXPI | 545,623 | +545,623 | $125,319 |
| PARKER HANNIFIN CORP |
265,790 | +265,790 | $122,449 |
| PH | 265,790 | +265,790 | $122,449 |
| SALESFORCE INC |
333,082 | +333,082 | $87,647 |
| CRM | 333,082 | +333,082 | $87,647 |
| WORKDAY INC |
311,505 | +311,505 | $85,994 |
| WDAY | 311,505 | +311,505 | $85,994 |
| PARAMOUNT GLOBAL |
5,736,477 | +5,736,477 | $84,842 |
| PARA | 5,736,477 | +5,736,477 | $84,842 |
| TWILIO INC |
1,088,157 | +1,088,157 | $82,558 |
| TWLO | 1,088,157 | +1,088,157 | $82,558 |
| SNOWFLAKE INC |
393,858 | +393,858 | $78,378 |
| SNOW | 393,858 | +393,858 | $78,378 |
| TRANE TECHNOLOGIES PLC |
318,225 | +318,225 | $77,615 |
| TT | 318,225 | +318,225 | $77,615 |
| GLOBAL PMTS INC |
543,533 | +543,533 | $69,029 |
| GPN | 543,533 | +543,533 | $69,029 |
| TAIWAN SEMICONDUCTOR MFG LTD |
659,479 | +659,479 | $68,586 |
| TSM | 659,479 | +659,479 | $68,586 |
| NVIDIA CORPORATION |
138,361 | +138,361 | $68,519 |
| NVDA | 138,361 | +138,361 | $68,519 |
| GLOBALFOUNDRIES INC |
1,111,406 | +1,111,406 | $67,351 |
| GFS | 1,111,406 | +1,111,406 | $67,351 |
| AMBARELLA INC |
1,069,391 | +1,069,391 | $65,543 |
| AMBA | 1,069,391 | +1,069,391 | $65,543 |
| MASTERCARD INCORPORATED |
148,500 | +148,500 | $63,337 |
| MA | 148,500 | +148,500 | $63,337 |
| AMAZON COM INC |
415,457 | +415,457 | $63,125 |
| AMZN | 415,457 | +415,457 | $63,125 |
| SHIFT4 PMTS INC |
800,651 | +800,651 | $59,520 |
| FOUR | 800,651 | +800,651 | $59,520 |
| DIGITAL RLTY TR INC |
439,050 | +439,050 | $59,087 |
| DLR | 439,050 | +439,050 | $59,087 |
| SHOPIFY INC |
746,214 | +746,214 | $58,130 |
| SHOP | 746,214 | +746,214 | $58,130 |
| HILTON WORLDWIDE HLDGS INC |
303,971 | +303,971 | $55,350 |
| HLT | 303,971 | +303,971 | $55,350 |
| SBA COMMUNICATIONS CORP NEW |
202,260 | +202,260 | $51,311 |
| SBAC | 202,260 | +202,260 | $51,311 |
| ON SEMICONDUCTOR CORP |
601,203 | +601,203 | $50,218 |
| ON | 601,203 | +601,203 | $50,218 |
| WEX INC |
255,718 | +255,718 | $49,750 |
| WEX | 255,718 | +255,718 | $49,750 |
| MATCH GROUP INC NEW |
1,304,460 | +1,304,460 | $47,613 |
| MTCH | 1,304,460 | +1,304,460 | $47,613 |
| FORTIVE CORP |
618,728 | +618,728 | $45,557 |
| FTV | 618,728 | +618,728 | $45,557 |
| LIVE NATION ENTERTAINMENT IN |
473,719 | +473,719 | $44,340 |
| LYV | 473,719 | +473,719 | $44,340 |
| SILICON MOTION TECHNOLOGY CO |
719,327 | +719,327 | $44,073 |
| SIMO | 719,327 | +719,327 | $44,073 |
| SEMTECH CORP |
1,985,570 | +1,985,570 | $43,504 |
| SMTC | 1,985,570 | +1,985,570 | $43,504 |
| ROCKWELL AUTOMATION INC |
139,209 | +139,209 | $43,222 |
| ROK | 139,209 | +139,209 | $43,222 |
| SPOTIFY TECHNOLOGY S A |
222,803 | +222,803 | $41,867 |
| SPOT | 222,803 | +222,803 | $41,867 |
| POWER INTEGRATIONS INC |
480,657 | +480,657 | $39,467 |
| POWI | 480,657 | +480,657 | $39,467 |
| EATON CORP PLC |
162,408 | +162,408 | $39,111 |
| ETN | 162,408 | +162,408 | $39,111 |
| T MOBILE US INC |
237,681 | +237,681 | $38,107 |
| TMUS | 237,681 | +237,681 | $38,107 |
| EXPEDIA GROUP INC |
250,818 | +250,818 | $38,072 |
| EXPE | 250,818 | +250,818 | $38,072 |
| TERADYNE INC |
350,791 | +350,791 | $38,068 |
| TER | 350,791 | +350,791 | $38,068 |
| LENNOX INTL INC |
84,983 | +84,983 | $38,032 |
| LII | 84,983 | +84,983 | $38,032 |
| TESLA INC |
151,056 | +151,056 | $37,534 |
| TSLA | 151,056 | +151,056 | $37,534 |
| CHARTER COMMUNICATIONS INC N |
96,047 | +96,047 | $37,332 |
| CHTR | 96,047 | +96,047 | $37,332 |
| BROADCOM INC |
33,084 | +33,084 | $36,930 |
| AVGO | 33,084 | +33,084 | $36,930 |
| FISERV INC |
248,901 | +248,901 | $33,064 |
| FI | 248,901 | +248,901 | $33,064 |
| STANLEY BLACK & DECKER INC |
333,124 | +333,124 | $32,679 |
| SWK | 333,124 | +333,124 | $32,679 |
See Full List: All Stocks Held By Kodai Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Kodai Capital Management LP
|
Size ($ in 1000's)
At 12/31/2023: $4,907,139 At 09/30/2023: $0 Kodai Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kodai Capital Management LP 13F filings. Link to 13F filings: SEC filings |
