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Kodai Capital Management LP: XYZ position timeline

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

Kodai Capital Management LP held 452,167 XYZ 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 452,167 shares
    Change vs previous 13F -415,864 shares

    0.97% of the 13F portfolio, value $24,566,233.

    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 868,031 shares
    Change vs previous 13F -342,054 shares

    3.02% of the 13F portfolio, value $73,773,955.

    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 1,210,085 shares
    Change vs previous 13F -218,874 shares

    1.69% of the 13F portfolio, value $81,233,006.

    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).

  4. period ended2024-06-30
    13F 1,428,959 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $92,153,566.

    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).