Kultura Capital Management LP
Net buyer this quarter
$553M
31
+$54M
24.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 INTC | $28.9M | 5.22% | 0.00% | +157.8% | Q4 2025 |
 AMAT | $16.8M | 3.03% | 0.00% | New | Q2 2026 |
 SNDK | $14.1M | 2.54% | 0.00% | New | Q2 2026 |
 TSM | $11.8M | 2.14% | 0.00% | -18.4% | Q4 2025 |
 COHU | $11.6M | 2.10% | 0.31% | New | Q2 2026 |
 AEHR | $11.3M | 2.05% | 0.36% | +47.0% | Q1 2026 |
 MU | $11M | 1.98% | 0.00% | -8.2% | Q4 2025 |
 GOOGL | $10.5M | 1.89% | 0.00% | -42.9% | Q4 2025 |
 NVDA | $9.79M | 1.77% | 0.00% | +2.4% | Q4 2025 |
 CRWD | $8.88M | 1.61% | 0.00% | Not reported | Q4 2025 |
 ASML | $8.36M | 1.51% | 0.00% | -28.1% | Q1 2026 |
 AAOI | $7.9M | 1.43% | 0.06% | +45.8% | Q1 2026 |
 PANW | $7.84M | 1.42% | 0.00% | New | Q2 2026 |
 BE | $6.28M | 1.13% | 0.01% | +13.1% | Q4 2025 |
 HOOD | $5.91M | 1.07% | 0.03% | -33.8% | Q4 2025 |
 ASX | $5.77M | 1.04% | 0.00% | New | Q2 2026 |
 LRCX | $5.58M | 1.01% | 0.00% | New | Q2 2026 |
 LITE | $5.52M | 1.00% | 0.01% | -20.6% | Q4 2025 |
 RDDT | $5.24M | 0.95% | Not reported | Not reported | Q4 2025 |
 ACMR | $4.79M | 0.87% | 0.09% | New | Q2 2026 |
 NOK | $4.48M | 0.81% | 0.01% | New | Q2 2026 |
 VICR | $4.27M | 0.77% | 0.10% | New | Q2 2026 |
 APP | $3.9M | 0.70% | 0.00% | -45.5% | Q4 2025 |
 PURR | $2.85M | 0.51% | 0.18% | +18.4% | Q1 2026 |
 TSEM | $1.64M | 0.30% | 0.01% | -81.9% | Q4 2025 |
 CBRS | $1.26M | 0.23% | Not reported | New | Q2 2026 |
 NVTS | $1.23M | 0.22% | 0.04% | New | Q2 2026 |
 HNGE | $415K | 0.07% | 0.03% | Not reported | Q4 2025 |
 OPENW | $8.09K | 0.00% | Not reported | Not reported | Q4 2025 |
| OPENL | $4.62K | 0.00% | Not reported | Not reported | Q4 2025 |
| OPENZ | $3.92K | 0.00% | Not reported | Not reported | Q4 2025 |
| Q1 2026 | |||||
| GOOGL | $14.7M | 2.31% | 0.00% | +53.8% | Q4 2025 |
| TSM | $10.3M | 1.61% | 0.00% | +38.9% | Q4 2025 |
| NVDA | $8.34M | 1.31% | 0.00% | -19.0% | Q4 2025 |
| ASML | $7.71M | 1.21% | 0.00% | New | Q1 2026 |
 META | $7.58M | 1.19% | Not reported | -12.8% | Q4 2025 |
| HOOD | $6.16M | 0.97% | 0.04% | Not reported | Q4 2025 |
| TSEM | $6.11M | 0.96% | 0.03% | -39.0% | Q4 2025 |
| LITE | $5.69M | 0.89% | 0.01% | +26.6% | Q4 2025 |
| APP | $5.52M | 0.86% | 0.00% | -23.4% | Q4 2025 |
 CIEN | $4.78M | 0.75% | 0.01% | -39.4% | Q4 2025 |
| CRWD | $4.54M | 0.71% | 0.00% | +53.2% | Q4 2025 |
 PLTR | $3.88M | 0.61% | 0.00% | New | Q1 2026 |
| INTC | $3.54M | 0.55% | 0.00% | -58.2% | Q4 2025 |
| MU | $3.5M | 0.55% | 0.00% | +29.4% | Q4 2025 |
| AAOI | $3.1M | 0.49% | 0.05% | New | Q1 2026 |
| AEHR | $2.97M | 0.47% | 0.26% | New | Q1 2026 |
 BW | $2.92M | 0.46% | 0.15% | New | Q1 2026 |
| BE | $2.49M | 0.39% | 0.01% | -49.0% | Q4 2025 |
 POET | $1.94M | 0.30% | 0.25% | New | Q1 2026 |
 IOT | $1.72M | 0.27% | Not reported | New | Q1 2026 |
| PURR | $1.55M | 0.24% | 0.25% | New | Q1 2026 |
 CRCL | $219K | 0.03% | Not reported | Not reported | Q4 2025 |
| OPENZ | $201K | 0.03% | Not reported | Not reported | Q4 2025 |
| OPENL | $136K | 0.02% | Not reported | Not reported | Q4 2025 |
| OPENW | $70.6K | 0.01% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| APP | $12.2M | 7.57% | 0.01% | New | Q4 2025 |
| NVDA | $11M | 6.83% | 0.00% | New | Q4 2025 |
| GOOGL | $10.4M | 6.47% | 0.00% | New | Q4 2025 |
| HOOD | $10.1M | 6.24% | 0.04% | New | Q4 2025 |
| META | $10M | 6.22% | Not reported | New | Q4 2025 |
| INTC | $7.08M | 4.39% | 0.00% | New | Q4 2025 |
 AMZN | $7.06M | 4.38% | 0.00% | New | Q4 2025 |
| TSEM | $6.69M | 4.15% | 0.05% | New | Q4 2025 |
| TSM | $6.65M | 4.13% | 0.00% | New | Q4 2025 |
 RBRK | $5.29M | 3.28% | Not reported | New | Q4 2025 |
 SE | $4.97M | 3.09% | 0.02% | New | Q4 2025 |
 CLS | $4.88M | 3.03% | 0.01% | New | Q4 2025 |
| CIEN | $4.75M | 2.95% | 0.01% | New | Q4 2025 |
| RDDT | $4.23M | 2.63% | Not reported | New | Q4 2025 |
 AVGO | $3.98M | 2.47% | 0.00% | New | Q4 2025 |
| CRWD | $3.56M | 2.21% | 0.00% | New | Q4 2025 |
| BE | $3.13M | 1.94% | 0.02% | New | Q4 2025 |
 NU | $2.47M | 1.53% | Not reported | New | Q4 2025 |
| LITE | $2.36M | 1.46% | 0.01% | New | Q4 2025 |
| MU | $2.28M | 1.42% | 0.00% | New | Q4 2025 |
 TWLO | $2.09M | 1.30% | 0.01% | New | Q4 2025 |
 MELI | $2.01M | 1.25% | 0.00% | New | Q4 2025 |
 FIG | $1.72M | 1.07% | Not reported | New | Q4 2025 |
 GLW | $1.66M | 1.03% | 0.00% | New | Q4 2025 |
 TER | $1.51M | 0.94% | 0.01% | New | Q4 2025 |
 OSCR | $1.37M | 0.85% | Not reported | New | Q4 2025 |
 KVYO | $1.29M | 0.80% | Not reported | New | Q4 2025 |
 AMPL | $1.22M | 0.76% | Not reported | New | Q4 2025 |
 NTSK | $1.05M | 0.65% | Not reported | New | Q4 2025 |
| HNGE | $232K | 0.14% | 0.03% | New | Q4 2025 |
 FIGR | $204K | 0.13% | Not reported | New | Q4 2025 |
| CRCL | $182K | 0.11% | Not reported | New | Q4 2025 |
 SPWR | $165K | 0.10% | 0.09% | New | Q4 2025 |
| OPENW | $15K | 0.01% | Not reported | New | Q4 2025 |
| OPENL | $8K | 0.00% | Not reported | New | Q4 2025 |
| OPENZ | $7K | 0.00% | Not reported | New | Q4 2025 |