Kids Capital Management, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Kids Capital Management, L.P. disclosed 12 US equity positions worth $105.7m in its Q1 2026 13F filing. The largest position was AMZN at 17.5% of the reported book, followed by GOOGL and MELI.
What did Kids Capital Management, L.P. own in Q1 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 17.5% | $18.5m | 89,000 | – | |
| 2 | GOOGL ALPHABET INC | Communication Services | 17.1% | $18.1m | 63,000 | – | |
| 3 | MELI MERCADOLIBRE INC | Consumer Cyclical | 13.2% | $14.0m | 8,100 | – | |
| 4 | BX BLACKSTONE INC | Financial Services | 12.5% | $13.2m | 115,000 | – | |
| 5 | HWM HOWMET AEROSPACE INC | Industrials | 9.4% | $9.9m | 43,000 | – | |
| 6 | DASH DOORDASH INC | Consumer Cyclical | 7.0% | $7.4m | 49,000 | – | |
| 7 | ILMN ILLUMINA INC | Healthcare | 6.8% | $7.1m | 58,000 | – | |
| 8 | NU NU HLDGS LTD | Financial Services | 5.7% | $6.0m | 420,000 | – | |
| 9 | SE SEA LTD | Consumer Cyclical | 3.2% | $3.4m | 41,000 | – | |
| 10 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 3.0% | $3.1m | 20,000 | – | |
| 11 | HOOD ROBINHOOD MKTS INC | Financial Services | 2.8% | $3.0m | 43,000 | – | |
| 12 | FLUTTER ENTMT PLC | 1.8% | $1.9m | 18,500 | – |
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.