KCM
IBKR icon

Kodai Capital Management’s Interactive Brokers IBKR Stock Holding History

Kodai Capital Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$18.2M Buy
439,896
+261,980
+147% +$13M 0.72% 56
2024
Q4 		$7.86M Sell
177,916
-424,916
-70% -$17.9M 0.32% 73
2024
Q3 		$21M Buy
+602,832
New +$18.7M 0.44% 75

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kodai Capital Management increased its Interactive Brokers (IBKR) stake by 147% in Q1 2025, buying an estimated $13M and bringing the position to 439,896 shares worth $18.2M. The position accounts for 0.72% of the portfolio, ranked #56.

Kodai Capital Management first reported a position in IBKR in Q3 2024 and has held it in 3 quarters since. The position peaked at $21M in Q3 2024. 746 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

  • Kodai Capital Management held 439,896 shares of Interactive Brokers worth $18.2M as of Q1 2025.
  • Kodai Capital Management bought 261,980 Interactive Brokers shares in Q1 2025, an estimated $13M.
  • Interactive Brokers made up 0.72% of Kodai Capital Management's portfolio in Q1 2025, its #56 holding.
  • Kodai Capital Management first reported a position in Interactive Brokers in Q3 2024 and has held it in 3 quarters since.
  • Kodai Capital Management's Interactive Brokers position peaked at $21M in Q3 2024.
  • 746 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

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