KCM
EA

Kodai Capital Management’s Electronic Arts EA Stock Holding History

Kodai Capital Management’s Portfolio EA Stock Details EA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$44.5M Buy
+307,831
New +$41.6M 1.76% 12
2024
Q4 		– Sell
-121,972
Closed -$17.5M – 131
2024
Q3 		$17.5M Buy
+121,972
New +$17.7M 0.36% 87
2024
Q1 		– Sell
-65,880
Closed -$9.01M – 111
2023
Q4 		$9.01M Buy
+65,880
New +$8.71M 0.18% 82

Other funds holding EA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kodai Capital Management's EA Position: Q1 2025 in Review

Kodai Capital Management opened a new position in Electronic Arts (EA) in Q1 2025: 307,831 shares worth $44.5M. The stake represents 1.76% of the portfolio and ranks #12 among its holdings. This is a return to the name: Kodai Capital Management previously reported a position in EA as recently as Q3 2024.

Kodai Capital Management first reported a position in EA in Q4 2023 and has held it in 3 quarters since. 966 funds tracked by Wall St. Rank hold EA as of Q1 2025.

  • Kodai Capital Management held 307,831 shares of Electronic Arts worth $44.5M as of Q1 2025.
  • Electronic Arts was a new Kodai Capital Management position in Q1 2025.
  • Electronic Arts made up 1.76% of Kodai Capital Management's portfolio in Q1 2025, its #12 holding.
  • Kodai Capital Management first reported a position in Electronic Arts in Q4 2023 and has held it in 3 quarters since.
  • 966 funds tracked by Wall St. Rank held Electronic Arts as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.