Kids Capital Management, L.P. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Kids Capital Management, L.P. disclosed 12 US equity positions worth $126.5m in its Q3 2025 13F filing. The largest position was BX at 15.5% of the reported book, followed by AMZN and MELI. Against the Q2 2025 filing, it opened 1 new position, added to 3 and reduced 2 among the top 12 holdings.
What did Kids Capital Management, L.P. own in Q3 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BX BLACKSTONE INC | Financial Services | 15.5% | $19.6m | 115,000 | 5% | added |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 15.4% | $19.5m | 89,000 | 10% | added |
| 3 | MELI MERCADOLIBRE INC | Consumer Cyclical | 12.6% | $15.9m | 6,800 | -7% | reduced |
| 4 | GOOGL ALPHABET INC | Communication Services | 12.1% | $15.3m | 63,000 | 21% | added |
| 5 | DASH DOORDASH INC | Consumer Cyclical | 10.9% | $13.7m | 50,500 | 0% | held |
| 6 | HWM HOWMET AEROSPACE INC | Industrials | 8.5% | $10.8m | 55,000 | -29% | reduced |
| 7 | ILMN ILLUMINA INC | Healthcare | 7.5% | $9.5m | 100,000 | 0% | held |
| 8 | FLUTTER ENTMT PLC | 5.8% | $7.4m | 29,000 | 0% | held | |
| 9 | NU NU HLDGS LTD | Financial Services | 5.3% | $6.7m | 420,000 | 0% | held |
| 10 | CSGP COSTAR GROUP INC | Real Estate | 2.7% | $3.4m | 40,000 | – | new |
| 11 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 2.7% | $3.4m | 20,000 | 0% | held |
| 12 | BTC GRAYSCALE BITCOIN MINI TR ET | 1.0% | $1.3m | 25,000 | 0% | held |
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.