Hedge Fund - Kodai Capital Management
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | T | 3,125,216 | $88,381,108 | -33% | 3.5% | ||
| 2. | GWW | 68,434 | $67,601,158 | NEW | 2.67% | ||
| 3. | EQIX | 73,160 | $59,651,006 | -33% | 2.36% | ||
| 4. | MKSI | 708,021 | $56,747,883 | +139% | 2.25% | ||
| 5. | NFLX | 60,108 | $56,052,513 | NEW | 2.22% |
