KR Capital LP 13F Holdings · Q2 2026
KR Capital LP reported 79 securities worth $1.01B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ARMK (10.14%), PFGC (5.82%), LTH (5.34%). Among its top 25 positions this quarter: 10 new, 15 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ARMK | ARAMARK | $102.3M | 10.14% | 1.8M | Added |
| 2 | PFGC | PERFORMANCE FOOD GROUP CO | $58.7M | 5.82% | 525,123 | Added |
| 3 | LTH | LIFE TIME GROUP HOLDINGS INC | $53.9M | 5.34% | 1.3M | Added |
| 4 | AMZN | AMAZON COM INC | $45.0M | 4.46% | 188,778 | Added |
| 5 | META | META PLATFORMS INC | $42.6M | 4.22% | 75,619 | Added |
| 6 | V | VISA INC | $35.3M | 3.50% | 103,034 | Added |
| 7 | EQIX | EQUINIX INC | $30.0M | 2.97% | 28,778 | Added |
| 8 | APH | AMPHENOL CORP | $26.8M | 2.66% | 152,165 | Added |
| 9 | CVNA | CARVANA CO | $24.4M | 2.42% | 370,184 | Added |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $20.4M | 2.02% | 35,043 | Added |
| 11 | CMI | CUMMINS INC | $20.4M | 2.02% | 28,573 | New |
| 12 | U | UNITY SOFTWARE INC | $17.6M | 1.74% | 614,525 | Added |
| 13 | DASH | DOORDASH INC | $16.6M | 1.64% | 89,707 | New |
| 14 | SNOW | SNOWFLAKE INC | $16.5M | 1.64% | 64,856 | New |
| 15 | ASML | ASML HLDG NV | $16.5M | 1.63% | 8,270 | Added |
| 16 | FLEX | FLEX LTD | $16.2M | 1.61% | 100,042 | New |
| 17 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $14.9M | 1.47% | 54,614 | New |
| 18 | GIL | GILDAN ACTIVEWEAR INC | $14.7M | 1.45% | 283,939 | New |
| 19 | NTNX | NUTANIX INC | $14.4M | 1.43% | 283,175 | Added |
| 20 | AXON | AXON ENTERPRISE INC | $13.8M | 1.36% | 24,529 | New |
| 21 | SPOT | SPOTIFY TECHNOLOGY S A | $12.6M | 1.25% | 27,400 | New |
| 22 | WDC | WESTERN DIGITAL CORP | $12.4M | 1.23% | 19,400 | Added |
| 23 | AS | AMER SPORTS INC | $11.7M | 1.16% | 346,349 | New |
| 24 | TH | TARGET HOSPITALITY CORP | $11.3M | 1.12% | 556,093 | Added |
| 25 | STM | STMICROELECTRONICS N V | $10.9M | 1.08% | 145,702 | New |
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