KIDS CAPITAL MANAGEMENT, L.P. — 13F Holdings & Portfolio
CIK 1909180 · latest 13F-HR filed 2026-05-15
KIDS CAPITAL MANAGEMENT, L.P. manages $105.7M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (17.53%), GOOGL (17.13%), MELI (13.24%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 1, added to 0, and trimmed 10.
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.
$105.7M
Long-equity book
12
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −1 / ↑0 / ↓10
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- FLUTTER ENTMT PLC-$4.6M -70.8%
- BLACKSTONE INC-$4.5M -25.4%
- ILLUMINA INC-$4.4M -38.1%
- DOORDASH INC-$4.4M -37.3%
- AMAZON COM INC-$2.0M -9.8%
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 | AMAZON COM INC | AMZN | 023135106 | $18.5M | 17.53% | 89,000 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $18.1M | 17.13% | 63,000 | SH |
| 3 | MERCADOLIBRE INC | MELI | 58733R102 | $14.0M | 13.24% | 8,100 | SH |
| 4 | BLACKSTONE INC | BX | 09260D107 | $13.2M | 12.51% | 115,000 | SH |
| 5 | HOWMET AEROSPACE INC | HWM | 443201108 | $9.9M | 9.37% | 43,000 | SH |
| 6 | DOORDASH INC | DASH | 25809K105 | $7.4M | 6.96% | 49,000 | SH |
| 7 | ILLUMINA INC | ILMN | 452327109 | $7.1M | 6.76% | 58,000 | SH |
| 8 | NU HLDGS LTD | NU | G6683N103 | $6.0M | 5.71% | 420,000 | SH |
| 9 | SEA LTD | SE | 81141R100 | $3.4M | 3.21% | 41,000 | SH |
| 10 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $3.1M | 2.97% | 20,000 | SH |
| 11 | ROBINHOOD MKTS INC | HOOD | 770700102 | $3.0M | 2.82% | 43,000 | SH |
| 12 | FLUTTER ENTMT PLC | FLUT | G3643J108 | $1.9M | 1.78% | 18,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |