Kodai Capital Management LP: MBLY position timeline

Kodai Capital Management LP held 0 MBLY shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -174,282 shares

   13F-HR 0001999612-25-000003 filed by Kodai Capital Management LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-09-30

   13F 174,282 shares

   Change vs previous 13F -2,879,369 shares

   0.05% of the 13F portfolio, value $2,387,663.

   13F-HR 0001172661-24-005143 filed by Kodai Capital Management LP
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 3,053,651 shares

   Change vs previous 13F +288,824 shares

   1.63% of the 13F portfolio, value $85,761,788.

   13F-HR 0001172661-24-003523 filed by Kodai Capital Management LP
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 2,764,827 shares

   Change vs previous 13F -672,930 shares

   2.08% of the 13F portfolio, value $88,889,188.

   13F-HR 0001172661-24-002386 filed by Kodai Capital Management LP
   Filed 2024-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 3,437,757 shares

   Change vs previous 13F not available

   3.03% of the 13F portfolio, value $148,923,633.

   13F-HR 0001172661-24-000752 filed by Kodai Capital Management LP
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).