Kodai Capital Management LP quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-12-31 to 2025-03-31, Kodai Capital Management LP opened 0 positions, added to 1, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was SAP (+$2,514,273); the largest decrease was SIMO (-$23,928,549).
- SAP: Country of operation —; Class SPON ADR; Shares 2024-12-31 43,487; Shares 2025-03-31 49,252.
Two Form 13F-HR filings compared (SEC CIK 1999612): 2024-12-31 (filed 2025-02-14) and 2025-03-31 (filed 2025-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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