KIDS CAPITAL MANAGEMENT, L.P. — 13F Holdings & Portfolio
CIK 1909180 · latest 13F-HR filed 2026-08-14
KIDS CAPITAL MANAGEMENT, L.P. manages $127.4M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (17.67%), AMZN (16.65%), MELI (11.73%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 4, added to 6, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 1101
LOS ANGELES, CA 90067
$127.4M
Long-equity book
12
Distinct positions
2026-06-30
Filed 2026-08-14
+3 / −4 / ↑6 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC$4.4M +24.3%
- ILLUMINA INC$3.0M +42.6%
- AMAZON COM INC$2.7M +14.4%
- DOORDASH INC$1.7M +22.9%
- HOWMET AEROSPACE INC$1.7M +16.7%
Exited Positions
- NU HLDGS LTD$6.0M
- INTERCONTINENTAL EXCHANGE IN$3.1M
- ROBINHOOD MKTS INC$3.0M
- FLUTTER ENTMT PLC$1.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOGL | 02079K305 | $22.5M | 17.67% | 63,000 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $21.2M | 16.65% | 89,000 | SH |
| 3 | MERCADOLIBRE INC | MELI | 58733R102 | $14.9M | 11.73% | 8,800 | SH |
| 4 | BLACKSTONE INC | BX | 09260D107 | $11.8M | 9.24% | 100,000 | SH |
| 5 | HOWMET AEROSPACE INC | HWM | 443201108 | $11.6M | 9.08% | 43,000 | SH |
| 6 | ILLUMINA INC | ILMN | 452327109 | $10.2M | 8.01% | 58,000 | SH |
| 7 | DOORDASH INC | DASH | 25809K105 | $9.0M | 7.10% | 49,000 | SH |
| 8 | ADVANCED ENERGY INDS | AEIS | 007973100 | $7.3M | 5.71% | 19,500 | SH |
| 9 | ASTERA LABS INC | ALAB | 04626A103 | $5.8M | 4.55% | 12,000 | SH |
| 10 | EATON CORP PLC | ETN | G29183103 | $5.5M | 4.35% | 13,000 | SH |
| 11 | INVESCO QQQ TR Call | QQQ | 46090E103 | $5.2M | 4.05% | 7,000 | SH |
| 12 | SEA LTD | SE | 81141R100 | $2.4M | 1.88% | 25,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $127.4M | 12 | 0001420506-26-001693 |
| 2026-03-31 | 2026-05-15 | $105.7M | 12 | 0001420506-26-001060 |
| 2025-12-31 | 2026-02-13 | $134.5M | 13 | 0001420506-26-000389 |
| 2025-09-30 | 2025-11-14 | $130.6M | 13 | 0001420506-25-003314 |