Kids Capital Management, L.P. 13F Holdings · Q2 2026
Kids Capital Management, L.P. reported 11 securities worth $127.39M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOGL (17.67%), AMZN (16.65%), MELI (11.73%). Among its top 25 positions this quarter: 4 new, 1 added, 2 trimmed, 4 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $22.5M | 17.67% | 63,000 | Hold |
| 2 | AMZN | AMAZON COM INC | $21.2M | 16.65% | 89,000 | Hold |
| 3 | MELI | MERCADOLIBRE INC | $14.9M | 11.73% | 8,800 | Added |
| 4 | BX | BLACKSTONE INC | $11.8M | 9.24% | 100,000 | Trimmed |
| 5 | HWM | HOWMET AEROSPACE INC | $11.6M | 9.08% | 43,000 | Hold |
| 6 | ILMN | ILLUMINA INC | $10.2M | 8.01% | 58,000 | Hold |
| 7 | DASH | DOORDASH INC | $9.0M | 7.10% | 49,000 | Hold |
| 8 | AEIS | ADVANCED ENERGY INDS | $7.3M | 5.71% | 19,500 | New |
| 9 | ALAB | ASTERA LABS INC | $5.8M | 4.55% | 12,000 | New |
| 10 | ETN | EATON CORP PLC | $5.5M | 4.35% | 13,000 | New |
| 11 | QQQ | INVESCO QQQ TR | $5.2M | 4.05% | 7,000 | New |
| 12 | SE | SEA LTD | $2.4M | 1.88% | 25,000 | Trimmed |
| 13 | FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | Exited |
| 14 | HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | Exited |
| 15 | ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | Exited |
| 16 | NU | NU HLDGS LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR