KCM

Kodai Capital Management Portfolio holdings

AUM $2.53B
1-Year Est. Return 13.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.44B
AUM Growth
-$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$75.2M
2 +$63.8M
3 +$57.6M
4
V icon
Visa
V
+$47.9M
5
MA icon
Mastercard
MA
+$37.6M

Top Sells

1 +$171M
2 +$146M
3 +$143M
4
HUBS icon
HubSpot
HUBS
+$125M
5
PNR icon
Pentair
PNR
+$113M

Sector Composition

1 Technology 47.78%
2 Financials 24.08%
3 Communication Services 11.43%
4 Consumer Discretionary 10.06%
5 Real Estate 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LINE
201
Lineage Inc
LINE
$8.23B
-92,656
GRDN
202
Guardian Pharmacy Services
GRDN
$1.89B
-85,000