Kids Capital Management, L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Kids Capital Management, L.P. disclosed 11 US equity positions worth $117.9m in its Q2 2025 13F filing. The largest position was MELI at 16.2% of the reported book, followed by AMZN and BX. Against the Q1 2025 filing, it opened 2 new positions, added to 4 and reduced 2 among the top 11 holdings.
What did Kids Capital Management, L.P. own in Q2 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 16.2% | $19.1m | 7,300 | -5% | reduced |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 15.1% | $17.8m | 81,000 | 12% | added |
| 3 | BX BLACKSTONE INC | Financial Services | 14.0% | $16.5m | 110,000 | 13% | added |
| 4 | HWM HOWMET AEROSPACE INC | Industrials | 12.3% | $14.5m | 78,000 | 4% | added |
| 5 | DASH DOORDASH INC | Consumer Cyclical | 10.6% | $12.4m | 50,500 | 0% | held |
| 6 | ILMN ILLUMINA INC | Healthcare | 8.1% | $9.5m | 100,000 | 0% | held |
| 7 | GOOGL ALPHABET INC | Communication Services | 7.8% | $9.2m | 52,000 | -13% | reduced |
| 8 | FLUTTER ENTMT PLC | 7.0% | $8.3m | 29,000 | 287% | added | |
| 9 | NU NU HLDGS LTD | Financial Services | 4.9% | $5.8m | 420,000 | 0% | held |
| 10 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 3.1% | $3.7m | 20,000 | – | new |
| 11 | BTC GRAYSCALE BITCOIN MINI TR ET | 1.0% | $1.2m | 25,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.