Codex Capital Asset Management L.L.C. - Q12026 Holdings

Codex Capital Asset Management L.L.C. holds 31 stocks with a total portfolio value of $ 258.62M as of Q12026. In Q12026, Codex Capital Asset Management L.L.C. added 4 new positions, increased stakes in 2 stocks, reduced 2 holdings, and fully exited 2 positions. The largest holding is Nvidia Corporation (NVDA), representing 15.38% of the total portfolio.