KR Capital LP
Net buyer this quarter
$1.01B
79
+$391M
43.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ARMK | $102M | 10.14% | 0.68% | +44.9% | Q1 2026 |
 PFGC | $58.7M | 5.82% | 0.34% | +12.3% | Q1 2026 |
 LTH | $53.9M | 5.34% | 0.59% | +8.1% | Q1 2026 |
 AMZN | $45M | 4.46% | 0.00% | +124.2% | Q1 2026 |
 META | $42.6M | 4.22% | Not reported | +310.4% | Q1 2026 |
 V | $35.3M | 3.50% | 0.01% | +18.2% | Q1 2026 |
 EQIX | $30M | 2.97% | 0.03% | +49.5% | Q1 2026 |
 APH | $26.8M | 2.66% | 0.01% | +54.7% | Q1 2026 |
 CVNA | $24.4M | 2.42% | Not reported | +315.5% | Q1 2026 |
 CMI | $20.4M | 2.02% | 0.02% | New | Q2 2026 |
 AMD | $20.4M | 2.02% | 0.00% | +24.4% | Q1 2026 |
 U | $17.6M | 1.74% | 0.14% | +129.0% | Q1 2026 |
 DASH | $16.6M | 1.64% | Not reported | New | Q2 2026 |
 SNOW | $16.5M | 1.64% | 0.02% | New | Q2 2026 |
 ASML | $16.5M | 1.63% | 0.00% | +90.2% | Q1 2026 |
 FLEX | $16.2M | 1.61% | 0.03% | New | Q2 2026 |
 CRDO | $14.9M | 1.47% | 0.03% | New | Q2 2026 |
 GIL | $14.7M | 1.45% | 0.15% | New | Q2 2026 |
 NTNX | $14.4M | 1.43% | 0.10% | +344.1% | Q1 2026 |
 AXON | $13.8M | 1.36% | 0.03% | New | Q2 2026 |
 SPOT | $12.6M | 1.25% | 0.01% | New | Q2 2026 |
 WDC | $12.4M | 1.23% | 0.01% | +142.1% | Q1 2026 |
 AS | $11.7M | 1.16% | 0.06% | New | Q2 2026 |
 TH | $11.3M | 1.12% | 0.55% | +303.9% | Q1 2026 |
 STM | $10.9M | 1.08% | 0.02% | New | Q2 2026 |
 MOD | $10.6M | 1.05% | 0.08% | New | Q2 2026 |
 LPLA | $10.5M | 1.05% | 0.05% | +124.8% | Q1 2026 |
 CLH | $10.4M | 1.03% | 0.07% | New | Q2 2026 |
 BE | $10.4M | 1.03% | 0.01% | -36.0% | Q1 2026 |
 DAR | $10.3M | 1.03% | 0.12% | New | Q2 2026 |
 MA | $10.2M | 1.01% | 0.00% | New | Q2 2026 |
 PANW | $10.1M | 1.00% | 0.00% | New | Q2 2026 |
 ZM | $10M | 0.99% | Not reported | New | Q2 2026 |
 DVN | $9.65M | 0.96% | 0.04% | New | Q2 2026 |
 KKR | $9.59M | 0.95% | 0.01% | New | Q2 2026 |
 MKSI | $9.37M | 0.93% | 0.03% | -42.8% | Q1 2026 |
 UCTT | $9.23M | 0.92% | 0.14% | New | Q2 2026 |
 VEEV | $9.06M | 0.90% | 0.03% | -30.8% | Q1 2026 |
 NXPI | $9.01M | 0.89% | 0.01% | New | Q2 2026 |
 MELI | $9.01M | 0.89% | 0.01% | New | Q2 2026 |
 BWA | $8.08M | 0.80% | 0.06% | New | Q2 2026 |
 FERG | $7.98M | 0.79% | 0.02% | New | Q2 2026 |
 DUOL | $7.87M | 0.78% | 0.41% | New | Q2 2026 |
 OPLN | $7.62M | 0.76% | 0.15% | New | Q2 2026 |
 HPE | $7.59M | 0.75% | 0.01% | New | Q2 2026 |
 INIO | $7.51M | 0.74% | 0.03% | New | Q2 2026 |
 SPGI | $7.41M | 0.73% | 0.01% | +1.4% | Q1 2026 |
 GFL | $6.89M | 0.68% | Not reported | New | Q2 2026 |
 AMAT | $6.88M | 0.68% | 0.00% | -56.3% | Q1 2026 |
 MBLY | $6.44M | 0.64% | 0.27% | New | Q2 2026 |
| Q1 2026 | |||||
| ARMK | $50.3M | 10.08% | 0.47% | New | Q1 2026 |
| PFGC | $40.1M | 8.03% | 0.30% | New | Q1 2026 |
| LTH | $32.9M | 6.58% | 0.55% | New | Q1 2026 |
| V | $26.3M | 5.28% | 0.00% | New | Q1 2026 |
 NFLX | $20.5M | 4.10% | 0.01% | New | Q1 2026 |
| EQIX | $18.9M | 3.78% | 0.02% | New | Q1 2026 |
 ROST | $18.5M | 3.72% | 0.03% | New | Q1 2026 |
| AMZN | $17.5M | 3.52% | 0.00% | New | Q1 2026 |
 PRIM | $16.8M | 3.37% | 0.22% | New | Q1 2026 |
 DY | $15.2M | 3.05% | 0.15% | New | Q1 2026 |
 SLB | $14.7M | 2.96% | 0.02% | New | Q1 2026 |
 BKR | $14.5M | 2.91% | 0.02% | New | Q1 2026 |
 INTU | $14.3M | 2.87% | 0.01% | New | Q1 2026 |
| VEEV | $13M | 2.60% | 0.05% | New | Q1 2026 |
| APH | $12.4M | 2.49% | 0.01% | New | Q1 2026 |
 FDX | $11.7M | 2.34% | 0.01% | New | Q1 2026 |
| META | $10.5M | 2.11% | Not reported | New | Q1 2026 |
 KNX | $10.3M | 2.06% | 0.11% | New | Q1 2026 |
 LITE | $8.54M | 1.71% | 0.02% | New | Q1 2026 |
| MKSI | $8.46M | 1.70% | 0.05% | New | Q1 2026 |
 DHT | $7.84M | 1.57% | 0.27% | New | Q1 2026 |
| SPGI | $7.63M | 1.53% | 0.01% | New | Q1 2026 |
| AMAT | $7.44M | 1.49% | 0.00% | New | Q1 2026 |
| BE | $7.24M | 1.45% | 0.02% | New | Q1 2026 |
 DDOG | $6.26M | 1.26% | 0.07% | New | Q1 2026 |
| U | $5.89M | 1.18% | 0.06% | New | Q1 2026 |
| ASML | $5.74M | 1.15% | 0.00% | New | Q1 2026 |
| AMD | $5.73M | 1.15% | 0.00% | New | Q1 2026 |
| CVNA | $5.6M | 1.12% | Not reported | New | Q1 2026 |
 SHOP | $5.51M | 1.10% | 0.01% | New | Q1 2026 |
 NVDA | $5.04M | 1.01% | 0.00% | New | Q1 2026 |
| LPLA | $5.01M | 1.00% | 0.02% | New | Q1 2026 |
 USFD | $4.98M | 1.00% | 0.02% | New | Q1 2026 |
 VRSN | $4.97M | 1.00% | 0.02% | New | Q1 2026 |
 SHLS | $4.82M | 0.97% | Not reported | New | Q1 2026 |
 HUBS | $3.97M | 0.80% | 0.03% | New | Q1 2026 |
 AVGO | $3.49M | 0.70% | 0.00% | New | Q1 2026 |
 MWH | $3.11M | 0.62% | Not reported | New | Q1 2026 |
 COHR | $3.07M | 0.62% | 0.01% | New | Q1 2026 |
 DLR | $3.07M | 0.62% | 0.00% | New | Q1 2026 |
 NOK | $2.43M | 0.49% | 0.01% | New | Q1 2026 |
| NTNX | $2.42M | 0.49% | 0.02% | New | Q1 2026 |
| WDC | $2.17M | 0.43% | 0.00% | New | Q1 2026 |
 CDW | $2.03M | 0.41% | 0.01% | New | Q1 2026 |
 ASX | $1.82M | 0.36% | 0.00% | New | Q1 2026 |
 PTRN | $1.79M | 0.36% | Not reported | New | Q1 2026 |
 VNET | $1.64M | 0.33% | 0.20% | New | Q1 2026 |
 SMTC | $1.45M | 0.29% | 0.02% | New | Q1 2026 |
| TH | $1.28M | 0.26% | 0.14% | New | Q1 2026 |