Holders — by stockHoldings — by fund
KR Capital LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002103364
$1.01B
disclosed book value
79
positions
10.1%
largest position share
Positions, as of 2026-06-30
top 79 of 79 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ARMKARAMARK | 1.8M | $102.3M | 10.1% |
| 2 | PFGCPERFORMANCE FOOD GROUP CO | 525,123 | $58.7M | 5.8% |
| 3 | LTHLIFE TIME GROUP HOLDINGS INC | 1.3M | $53.9M | 5.3% |
| 4 | AMZNAMAZON COM INC | 188,778 | $45.0M | 4.5% |
| 5 | METAMETA PLATFORMS INC | 75,619 | $42.6M | 4.2% |
| 6 | VVISA INC | 103,034 | $35.3M | 3.5% |
| 7 | EQIXEQUINIX INC | 28,778 | $30.0M | 3% |
| 8 | APHAMPHENOL CORP | 152,165 | $26.8M | 2.7% |
| 9 | CVNACARVANA CO | 370,184 | $24.4M | 2.4% |
| 10 | CMICUMMINS INC | 28,573 | $20.4M | 2% |
| 11 | AMDADVANCED MICRO DEVICES INC | 35,043 | $20.4M | 2% |
| 12 | UUNITY SOFTWARE INC | 614,525 | $17.6M | 1.7% |
| 13 | DASHDOORDASH INC | 89,707 | $16.6M | 1.6% |
| 14 | SNOWSNOWFLAKE INC | 64,856 | $16.5M | 1.6% |
| 15 | ASMLASML HLDG NV | 8,270 | $16.5M | 1.6% |
| 16 | FLEXFLEX LTD | 100,042 | $16.2M | 1.6% |
| 17 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 54,614 | $14.9M | 1.5% |
| 18 | GILGILDAN ACTIVEWEAR INC | 283,939 | $14.7M | 1.5% |
| 19 | NTNXNUTANIX INC | 283,175 | $14.4M | 1.4% |
| 20 | AXONAXON ENTERPRISE INC | 24,529 | $13.8M | 1.4% |
| 21 | SPOTSPOTIFY TECHNOLOGY S A | 27,400 | $12.6M | 1.2% |
| 22 | WDCWESTERN DIGITAL CORP | 19,400 | $12.4M | 1.2% |
| 23 | ASAMER SPORTS INC | 346,349 | $11.7M | 1.2% |
| 24 | THTARGET HOSPITALITY CORP | 556,093 | $11.3M | 1.1% |
| 25 | STMSTMICROELECTRONICS N V | 145,702 | $10.9M | 1.1% |
| 26 | MODMODINE MFG CO | 39,672 | $10.6M | 1.1% |
| 27 | LPLALPL FINL HLDGS INC | 37,449 | $10.5M | 1% |
| 28 | CLHCLEAN HARBORS INC | 34,749 | $10.4M | 1% |
| 29 | BEBLOOM ENERGY CORP | 34,196 | $10.4M | 1% |
| 30 | DARDARLING INGREDIENTS INC | 189,358 | $10.3M | 1% |
| 31 | MAMASTERCARD INCORPORATED | 19,844 | $10.2M | 1% |
| 32 | PANWPALO ALTO NETWORKS INC | 29,648 | $10.1M | 1% |
| 33 | ZMZOOM COMMUNICATIONS INC | 116,158 | $10.0M | 1% |
| 34 | DVNDEVON ENERGY CORP NEW | 233,645 | $9.7M | 1% |
| 35 | KKRKKR & CO INC | 104,482 | $9.6M | 1% |
| 36 | MKSIMKS INC. | 21,068 | $9.4M | 0.9% |
| 37 | UCTTULTRA CLEAN HLDGS INC | 64,750 | $9.2M | 0.9% |
| 38 | VEEVVEEVA SYS INC | 51,073 | $9.1M | 0.9% |
| 39 | NXPINXP SEMICONDUCTORS N V | 32,055 | $9.0M | 0.9% |
| 40 | MELIMERCADOLIBRE INC | 5,306 | $9.0M | 0.9% |
| 41 | BWABORGWARNER INC | 121,734 | $8.1M | 0.8% |
| 42 | FERGFERGUSON ENTERPRISES INC | 33,639 | $8.0M | 0.8% |
| 43 | DUOLDUOLINGO INC | 68,462 | $7.9M | 0.8% |
| 44 | OPLNOPENLANE INC | 184,876 | $7.6M | 0.8% |
| 45 | HPEHEWLETT PACKARD ENTERPRISE C | 168,237 | $7.6M | 0.8% |
| 46 | INIOINNIO NV | 190,000 | $7.5M | 0.7% |
| 47 | SPGIS&P GLOBAL INC | 18,203 | $7.4M | 0.7% |
| 48 | GFLGFL ENVIRONMENTAL INC | 187,316 | $6.9M | 0.7% |
| 49 | AMATAPPLIED MATLS INC | 9,510 | $6.9M | 0.7% |
| 50 | MBLYMOBILEYE GLOBAL INC | 665,610 | $6.4M | 0.6% |
| 51 | ATIATI INC | 32,325 | $6.4M | 0.6% |
| 52 | DPCDPC HOLDINGS PLC | 126,500 | $6.2M | 0.6% |
| 53 | JHXJAMES HARDIE INDS PLC | 230,017 | $6.0M | 0.6% |
| 54 | SXTSENSIENT TECHNOLOGIES CORP | 44,807 | $5.5M | 0.5% |
| 55 | INTCINTEL CORP | 38,276 | $5.3M | 0.5% |
| 56 | SMTCSEMTECH CORP | 32,321 | $5.2M | 0.5% |
| 57 | VICRVICOR CORP | 13,650 | $5.2M | 0.5% |
| 58 | ZSZSCALER INC | 36,337 | $5.1M | 0.5% |
| 59 | NDAQNASDAQ INC | 64,863 | $5.1M | 0.5% |
| 60 | BIDUBAIDU INC | 44,571 | $5.1M | 0.5% |
| 61 | WHDCACTUS INC | 98,078 | $5.0M | 0.5% |
| 62 | MRVLMARVELL TECHNOLOGY INC | 16,816 | $5.0M | 0.5% |
| 63 | AFRMAFFIRM HLDGS INC | 61,132 | $5.0M | 0.5% |
| 64 | WWDWOODWARD INC | 11,587 | $4.9M | 0.5% |
| 65 | ABNBAIRBNB INC | 33,974 | $4.9M | 0.5% |
| 66 | UBERUBER TECHNOLOGIES INC | 66,225 | $4.8M | 0.5% |
| 67 | CPCANADIAN PACIFIC KANSAS CITY | 50,998 | $4.4M | 0.4% |
| 68 | PRIMPRIMORIS SVCS CORP | 43,630 | $4.3M | 0.4% |
| 69 | VRSNVERISIGN INC | 16,970 | $4.3M | 0.4% |
| 70 | NOKNOKIA CORP | 308,761 | $4.1M | 0.4% |
| 71 | WABWABTEC | 14,699 | $4.0M | 0.4% |
| 72 | AALAMERICAN AIRLINES GROUP INC | 219,238 | $4.0M | 0.4% |
| 73 | TTMITTM TECHNOLOGIES INC | 19,603 | $3.7M | 0.4% |
| 74 | FLSFLOWSERVE CORP | 49,273 | $3.7M | 0.4% |
| 75 | CGNXCOGNEX CORP | 49,336 | $3.6M | 0.4% |
| 76 | LMBLIMBACH HLDGS INC | 37,585 | $2.9M | 0.3% |
| 77 | BMIBADGER METER INC | 13,814 | $2.0M | 0.2% |
| 78 | JMIAJUMIA TECHNOLOGIES AG | 176,923 | $1.2M | 0.1% |
| 79 | UTIUNIVERSAL TECHNICAL INST INC | 11,081 | $473,934 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.