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Kodai Capital Management LP: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kodai Capital Management LP on AMAT, newest first. How the timeline and the estimate are built.

Kodai Capital Management LP held 195,034 AMAT shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 195,034 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $28,303,334.

    13F-HR 0001999612-25-000004 filed by Kodai Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).