Kids Capital Management, L.P.
Net buyer this quarter
$127M
11
+$2.22M
94.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $22.5M | 17.67% | 0.00% | Not reported | Q1 2022 |
 AMZN | $21.2M | 16.65% | 0.00% | Not reported | Q4 2021 |
 MELI | $14.9M | 11.73% | 0.02% | +8.6% | Q4 2021 |
 BX | $11.8M | 9.24% | 0.01% | -13.0% | Q4 2021 |
 HWM | $11.6M | 9.08% | 0.01% | Not reported | Q1 2025 |
 ILMN | $10.2M | 8.01% | 0.04% | Not reported | Q1 2025 |
 DASH | $9.04M | 7.10% | Not reported | Not reported | Q1 2025 |
 AEIS | $7.27M | 5.71% | 0.05% | New | Q2 2026 |
 ALAB | $5.8M | 4.55% | 0.01% | New | Q2 2026 |
 ETN | $5.54M | 4.35% | 0.00% | New | Q2 2026 |
 SE | $2.4M | 1.88% | 0.01% | -39.0% | Q4 2025 |
| Q1 2026 | |||||
| AMZN | $18.5M | 17.53% | 0.00% | Not reported | Q4 2021 |
| GOOGL | $18.1M | 17.13% | 0.00% | Not reported | Q1 2022 |
| MELI | $14M | 13.24% | 0.02% | +3.9% | Q4 2021 |
| BX | $13.2M | 12.51% | 0.02% | Not reported | Q4 2021 |
| HWM | $9.91M | 9.37% | 0.01% | -21.8% | Q1 2025 |
| DASH | $7.36M | 6.96% | Not reported | -5.4% | Q1 2025 |
| ILMN | $7.15M | 6.76% | 0.04% | -34.1% | Q1 2025 |
 NU | $6.04M | 5.71% | Not reported | Not reported | Q1 2025 |
| SE | $3.4M | 3.21% | 0.02% | +32.3% | Q4 2025 |
 ICE | $3.15M | 2.97% | 0.00% | Not reported | Q2 2025 |
 HOOD | $2.98M | 2.82% | 0.02% | New | Q1 2026 |
 FLUT | $1.89M | 1.78% | 0.01% | -38.3% | Q1 2025 |
| Q4 2025 | |||||
| AMZN | $20.5M | 15.27% | 0.00% | Not reported | Q4 2021 |
| GOOGL | $19.7M | 14.66% | 0.00% | Not reported | Q1 2022 |
| BX | $17.7M | 13.18% | 0.02% | Not reported | Q4 2021 |
| MELI | $15.7M | 11.68% | 0.02% | +14.7% | Q4 2021 |
| DASH | $11.7M | 8.72% | Not reported | +2.6% | Q1 2025 |
| ILMN | $11.5M | 8.58% | 0.06% | -12.0% | Q1 2025 |
| HWM | $11.3M | 8.38% | 0.01% | Not reported | Q1 2025 |
| NU | $7.03M | 5.23% | Not reported | Not reported | Q1 2025 |
| FLUT | $6.45M | 4.80% | 0.02% | +3.5% | Q1 2025 |
| SE | $3.95M | 2.94% | 0.02% | New | Q4 2025 |
| ICE | $3.24M | 2.41% | 0.00% | Not reported | Q2 2025 |
 BTC | $968K | 0.72% | 0.02% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| BX | $19.6M | 15.04% | 0.02% | +4.6% | Q4 2021 |
| AMZN | $19.5M | 14.96% | 0.00% | +9.9% | Q4 2021 |
| MELI | $15.9M | 12.16% | 0.01% | -6.9% | Q4 2021 |
| GOOGL | $15.3M | 11.72% | 0.00% | +21.2% | Q1 2022 |
| DASH | $13.7M | 10.51% | Not reported | Not reported | Q1 2025 |
| HWM | $10.8M | 8.26% | 0.01% | -29.5% | Q1 2025 |
| ILMN | $9.5M | 7.27% | 0.07% | Not reported | Q1 2025 |
| FLUT | $7.37M | 5.64% | 0.02% | Not reported | Q1 2025 |
| NU | $6.72M | 5.15% | Not reported | Not reported | Q1 2025 |
 CSGP | $3.37M | 2.58% | 0.01% | New | Q3 2025 |
| ICE | $3.37M | 2.58% | 0.00% | Not reported | Q2 2025 |
| BTC | $1.27M | 0.97% | 0.02% | Not reported | Q2 2025 |