Kodai Capital Management LP

Overview

Kodai Capital Management LP is a private investment firm specializing in equity and equity-linked securities. The firm focuses on industries that are driving transformation through technological improvement. Kodai Capital Management was founded in 2020 and is based in Chicago, Illinois. The firm employs a growth-oriented investment strategy, targeting companies in late-stage and pre-IPO phases. Kodai Capital Management has a global investment approach, with a geographical focus that includes the United States, Canada, the United Kingdom, Germany, France, Japan, China, India, Australia, Brazil, South Korea, Mexico, Italy, Spain, the Netherlands, Sweden, Switzerland, Belgium, Norway, and Denmark. The firm invests across a diverse range of industries, including technology, healthcare, consumer goods, financial services, energy, telecommunications, media, retail, transportation, industrial goods, materials, utilities, real estate, consumer services, and basic materials. As of March 2024, Kodai Capital Management reported assets under management totaling approximately $6.1 billion. The firm's portfolio includes investments in companies such as AT&T Inc., W.W. Grainger Inc., Equinix Inc., MKS Instruments Inc., and Netflix Inc. Kodai Capital Management is registered with the U.S. Securities and Exchange Commission (SEC) and operates under the jurisdiction of the state of Illinois.

Investment Focus

• Target companies: Growth-oriented, late-stage, and pre-IPO
• Preferred industries: Technology, healthcare, consumer goods, financial services, energy, telecommunications, media, retail, transportation, industrial goods, materials, utilities, real estate, consumer services, and basic materials
• Geographical focus: United States, Canada, United Kingdom, Germany, France, Japan, China, India, Australia, Brazil, South Korea, Mexico, Italy, Spain, Netherlands, Sweden, Switzerland, Belgium, Norway, and Denmark

Portfolio Companies