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Kodai Capital Management LP: NVDA position timeline

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

Kodai Capital Management LP held 67,540 NVDA 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 67,540 shares
    Change vs previous 13F -492,585 shares

    0.29% of the 13F portfolio, value $7,319,985.

    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 §4.2).

  2. period ended2024-12-31
    13F 560,125 shares
    Change vs previous 13F +560,125 shares

    3.08% of the 13F portfolio, value $75,219,186.

    13F-HR 0001999612-25-000003 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 §4.2).

  3. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -328,101 shares

    13F-HR 0001172661-24-005143 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 §4.2).

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

  4. period ended2024-06-30
    13F 328,101 shares
    Change vs previous 13F +320,108 shares

    0.77% of the 13F portfolio, value $40,533,598.

    13F-HR 0001172661-24-003523 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 §4.2).

  5. period ended2024-03-31
    13F 7,993 shares
    Change vs previous 13F -130,368 shares

    0.17% of the 13F portfolio, value $7,222,155.

    13F-HR 0001172661-24-002386 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 §4.2).

  6. period ended2023-12-31
    13F 138,361 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $68,519,134.

    13F-HR 0001172661-24-000752 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 §4.2).