Kodai Capital Current Portfolio, 13F Holdings (2025-05-15)

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KC
	Kodai Capital Management LP 13F
	Kodai Capital Management LP

	Last update 2025-05-15	145 Stocks (80 new)
	Value $2.53 Bil	Turnover 58 %
	Countries: Top Holdings: T(3.50%)GWW(2.67%)EQIX(2.36%)MKSI(2.25%)NFLX(2.22%) SEC Filings Portfolio Report

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