Codex Capital Asset Management L.L.C. - Portfolio Stock Holdings

Codex Capital Asset Management L.L.C. disclosed 31 stock positions in a recent SEC 13F filing. $280,539,782 of stock holdings were filed, with the largest holdings including NVDA, GEV, and GE. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $304,162,200 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.