StockDriftsStockDriftsTop 50 Kodai Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | 3.5% | 3.13M | $88.4M | -32.33%(-1.49M) | — | 2025-03-31 | |
| GWW | GRAINGER W W INC | 2.67% | 68.4K | $67.6M | new | — | 2025-03-31 | |
| EQIX | EQUINIX INC | 2.36% | 73.2K | $59.7M | -32.21%(-34.77K) | — | 2025-03-31 | |
| MKSI | MKS INSTRS INC | 2.25% | 708.0K | $56.7M | +138.27%(+410.87K) | — | 2025-03-31 | |
| NFLX | NETFLIX INC | 2.22% | 60.1K | $56.1M | -38.93%(-38.31K) | — | 2025-03-31 | |
| EMR | EMERSON ELEC CO | 2.2% | 508.3K | $55.7M | +177.12%(+324.90K) | — | 2025-03-31 | |
| CHTR | CHARTER COMMUNICATIONS INC N | 2.15% | 147.5K | $54.4M | -3.65%(-5.59K) | — | 2025-03-31 | |
| TWLO | TWILIO INC | 1.93% | 498.9K | $48.9M | +87.19%(+232.40K) | — | 2025-03-31 | |
| AMBA | AMBARELLA INC | 1.8% | 904.5K | $45.5M | +16.18%(+125.98K) | — | 2025-03-31 | |
| KEY | KEYCORP | 1.79% | 2.84M | $45.3M | +13.51%(+337.56K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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