Kitching Partners, LLC

13F filer · CIK 0002010145

Reported Jul 30, 2026

Net buyer this quarter

13F portfolio value$116MU.S. long equity reported on 13F

Positions236 new · 4 closed

Net flow last quarter+$758KBuys minus sells

Top 10 positions weight11.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 202623 positions
IAUIshares Gold Trust	$7.19M	6.18%	0.01%	+0.2%	Q4 2023
NVDANvidia Corp	$945K	0.81%	0.00%	-25.0%	Q3 2024
NNNextnav Inc.	$886K	0.76%	0.03%	+40.3%	Q2 2024
GOOGLAlphabet Inc.	$767K	0.66%	0.00%	+53.5%	Q3 2024
AMZNAmazon Com Inc	$736K	0.63%	0.00%	+4.0%	Q4 2023
MSFTMicrosoft Corp	$555K	0.48%	0.00%	+41.4%	Q3 2024
CSXCSX Corp	$525K	0.45%	0.00%	+0.3%	Q2 2024
AAPLApple Inc.	$495K	0.42%	0.00%	+33.7%	Q3 2024
EBCEastern Bankshares, Inc.	$459K	0.39%	0.01%	+0.7%	Q3 2024
AVGOBroadcom Inc.	$450K	0.39%	0.00%	+75.9%	Q1 2025
AXPAmerican Express Co	$403K	0.35%	0.00%	-9.0%	Q1 2025
TSLATesla, Inc.	$320K	0.27%	0.00%	Not reported	Q3 2024
PHGKoninklijke Philips NV	$317K	0.27%	0.00%	+3.7%	Q4 2023
LLYELI LILLY & Co	$287K	0.25%	0.00%	New	Q2 2026
MUMicron Technology Inc	$275K	0.24%	0.00%	New	Q2 2026
AMDAdvanced Micro Devices Inc	$254K	0.22%	0.00%	New	Q2 2026
SILGolden Minerals Co	$232K	0.20%	Not reported	Not reported	Q3 2025
LRCXLam Research Corp	$224K	0.19%	0.00%	New	Q2 2026
CDECoeur Mining, Inc.	$222K	0.19%	0.00%	Not reported	Q1 2026
PMPhilip Morris International Inc.	$209K	0.18%	0.00%	-12.4%	Q4 2024
GOOGAlphabet Inc.	$204K	0.18%	Not reported	New	Q2 2026
ABTCAmerican Bitcoin Corp.	$27.8K	0.02%	0.25%	Not reported	Q4 2025
GTBPGT Biopharma, Inc.	$24.5K	0.02%	0.11%	New	Q2 2026
Q1 2026Reported May 6, 202621 positions
IAUIshares Gold Trust	$8.37M	7.70%	0.01%	-4.0%	Q4 2023
NVDANvidia Corp	$1.1M	1.01%	0.00%	+9.6%	Q3 2024
AMZNAmazon Com Inc	$619K	0.57%	0.00%	-9.2%	Q4 2023
NNNextnav Inc.	$568K	0.52%	0.03%	Not reported	Q2 2024
RIORio Tinto PLC	$466K	0.43%	0.00%	New	Q1 2026
CSXCSX Corp	$452K	0.42%	0.00%	+0.4%	Q2 2024
GOOGLAlphabet Inc.	$402K	0.37%	0.00%	+45.7%	Q3 2024
EBCEastern Bankshares, Inc.	$401K	0.37%	0.01%	+0.7%	Q3 2024
AXPAmerican Express Co	$396K	0.36%	0.00%	+10.1%	Q1 2025
MSFTMicrosoft Corp	$390K	0.36%	0.00%	-36.4%	Q3 2024
METAMeta Platforms, Inc.	$342K	0.31%	Not reported	+15.0%	Q2 2025
AAPLApple Inc.	$324K	0.30%	0.00%	-22.1%	Q3 2024
PHGKoninklijke Philips NV	$308K	0.28%	0.00%	Not reported	Q4 2023
TSLATesla, Inc.	$283K	0.26%	0.00%	+46.2%	Q3 2024
SILGolden Minerals Co	$270K	0.25%	Not reported	Not reported	Q3 2025
CDECoeur Mining, Inc.	$256K	0.24%	0.00%	New	Q1 2026
SLViShares Silver Trust	$242K	0.22%	0.00%	Not reported	Q4 2025
PMPhilip Morris International Inc.	$218K	0.20%	0.00%	-35.4%	Q4 2024
PEPPepsico Inc	$217K	0.20%	0.00%	New	Q1 2026
AVGOBroadcom Inc.	$210K	0.19%	0.00%	-10.9%	Q1 2025
ABTCAmerican Bitcoin Corp.	$37.7K	0.03%	0.25%	+87.0%	Q4 2025
Q4 2025Reported Feb 18, 202621 positions
IAUIshares Gold Trust	$8.03M	7.33%	0.01%	-7.3%	Q4 2023
NVDANvidia Corp	$1.07M	0.98%	0.00%	-5.4%	Q3 2024
MSFTMicrosoft Corp	$799K	0.73%	0.00%	+9.8%	Q3 2024
AMZNAmazon Com Inc	$755K	0.69%	0.00%	Not reported	Q4 2023
NNNextnav Inc.	$590K	0.54%	0.03%	-7.2%	Q2 2024
AAPLApple Inc.	$446K	0.41%	0.00%	+36.4%	Q3 2024
AXPAmerican Express Co	$441K	0.40%	0.00%	-14.5%	Q1 2025
CSXCSX Corp	$398K	0.36%	0.00%	+0.4%	Q2 2024
EBCEastern Bankshares, Inc.	$375K	0.34%	0.01%	+0.7%	Q3 2024
METAMeta Platforms, Inc.	$343K	0.31%	Not reported	-0.2%	Q2 2025
PMPhilip Morris International Inc.	$327K	0.30%	0.00%	+8.3%	Q4 2024
PHGKoninklijke Philips NV	$305K	0.28%	0.00%	Not reported	Q4 2023
GOOGLAlphabet Inc.	$300K	0.27%	0.00%	-31.5%	Q3 2024
AVGOBroadcom Inc.	$263K	0.24%	0.00%	+11.6%	Q1 2025
MPMP Materials Corp. / DE	$253K	0.23%	0.00%	New	Q4 2025
SILGolden Minerals Co	$250K	0.23%	Not reported	Not reported	Q3 2025
TSLATesla, Inc.	$234K	0.21%	0.00%	-0.6%	Q3 2024
SLViShares Silver Trust	$229K	0.21%	0.00%	New	Q4 2025
CPAYCorpay, Inc.	$205K	0.19%	0.00%	New	Q4 2025
BSXBoston Scientific Corp	$202K	0.18%	0.00%	New	Q4 2025
ABTCAmerican Bitcoin Corp.	$37.1K	0.03%	0.13%	New	Q4 2025
Q3 2025Reported Nov 14, 202520 positions
IAUIshares Gold Trust	$7.76M	7.33%	0.01%	+1.2%	Q4 2023
NVDANvidia Corp	$1.13M	1.07%	0.00%	Not reported	Q3 2024
MSFTMicrosoft Corp	$780K	0.74%	0.00%	Not reported	Q3 2024
AMZNAmazon Com Inc	$718K	0.68%	0.00%	Not reported	Q4 2023
NNNextnav Inc.	$546K	0.52%	0.03%	-23.9%	Q2 2024
AXPAmerican Express Co	$463K	0.44%	0.00%	+0.1%	Q1 2025
CSXCSX Corp	$388K	0.37%	0.00%	+0.4%	Q2 2024
METAMeta Platforms, Inc.	$383K	0.36%	Not reported	+17.9%	Q2 2025
EBCEastern Bankshares, Inc.	$367K	0.35%	0.01%	+0.8%	Q3 2024
GOOGLAlphabet Inc.	$341K	0.32%	0.00%	Not reported	Q3 2024
PHGKoninklijke Philips NV	$307K	0.29%	0.00%	Not reported	Q4 2023
AAPLApple Inc.	$306K	0.29%	0.00%	-23.2%	Q3 2024
PMPhilip Morris International Inc.	$305K	0.29%	0.00%	+3.6%	Q4 2024
TSLATesla, Inc.	$233K	0.22%	0.00%	Not reported	Q3 2024
AVGOBroadcom Inc.	$225K	0.21%	0.00%	Not reported	Q1 2025
SILGolden Minerals Co	$215K	0.20%	Not reported	New	Q3 2025
SHWSherwin Williams Co	$208K	0.20%	0.00%	Not reported	Q1 2025
APPAppLovin Corp	$202K	0.19%	0.00%	New	Q3 2025
BBAIBigBear.ai Holdings, Inc.	$133K	0.13%	0.00%	Not reported	Q1 2025
RBNERobin Energy Ltd.	$26.6K	0.03%	0.34%	New	Q3 2025

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