Kids Capital Management, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Kids Capital Management, L.P. disclosed 11 US equity positions worth $122.2m in its Q2 2026 13F filing. The largest position was GOOGL at 18.4% of the reported book, followed by AMZN and MELI. Against the Q1 2026 filing, it opened 3 new positions, added to 1 and reduced 2 among the top 11 holdings.
What did Kids Capital Management, L.P. own in Q2 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 18.4% | $22.5m | 63,000 | 0% | held |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 17.4% | $21.2m | 89,000 | 0% | held |
| 3 | MELI MERCADOLIBRE INC | Consumer Cyclical | 12.2% | $14.9m | 8,800 | 9% | added |
| 4 | BX BLACKSTONE INC | Financial Services | 9.6% | $11.8m | 100,000 | -13% | reduced |
| 5 | HWM HOWMET AEROSPACE INC | Industrials | 9.5% | $11.6m | 43,000 | 0% | held |
| 6 | ILMN ILLUMINA INC | Healthcare | 8.3% | $10.2m | 58,000 | 0% | held |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 7.4% | $9.0m | 49,000 | 0% | held |
| 8 | AEIS ADVANCED ENERGY INDS | Industrials | 5.9% | $7.3m | 19,500 | – | new |
| 9 | ALAB ASTERA LABS INC | Technology | 4.7% | $5.8m | 12,000 | – | new |
| 10 | ETN EATON CORP PLC | Industrials | 4.5% | $5.5m | 13,000 | – | new |
| 11 | SE SEA LTD | Consumer Cyclical | 2.0% | $2.4m | 25,000 | -39% | reduced |
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.