Codex Capital Asset Management L.L.C. - Q42025 Holdings

Codex Capital Asset Management L.L.C. holds 29 stocks with a total portfolio value of $ 275.2M as of Q42025. In Q42025, Codex Capital Asset Management L.L.C. added 1 new position, increased stakes in 11 stocks, reduced 12 holdings, and fully exited 2 positions. The largest holding is Nvidia Corporation (NVDA), representing 15.45% of the total portfolio.