Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KIDS CAPITAL MANAGEMENT, L.P. (CIK 1909180) reported $127.4M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($22.5M, 17.67%), AMZN ($21.2M, 16.65%), MELI ($14.9M, 11.73%), BX ($11.8M, 9.24%), HWM ($11.6M, 9.08%). Source: SEC Form 13F.
| 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 | ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | Exited |
| 14 | HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | Exited |
| 15 | FLUT | FLUTTER ENTMT PLC | $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