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KR Capital LP
hedge fundUpdated 27 days agoManaged by Kr Capital Lp • Latest filing Q2 2026
Portfolio value
$1B
Q2 2026
Filings
2
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Top holdings
79 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ARMK ARAMARK | $102.3M | 1.80M | 10.14% | — |
| 2 | P PFGC PERFORMANCE FOOD GROUP CO | $58.7M | 525.1K | 5.82% | — |
| 3 | L LTH LIFE TIME GROUP HOLDINGS INC | $53.9M | 1.32M | 5.34% | — |
| 4 | A AMZN AMAZON COM INC | $45M | 188.8K | 4.46% | — |
| 5 | M META META PLATFORMS INC | $42.6M | 75.6K | 4.22% | — |
| 6 | V V VISA INC | $35.3M | 103.0K | 3.50% | — |
| 7 | E EQIX EQUINIX INC | $30M | 28.8K | 2.97% | — |
| 8 | A APH AMPHENOL CORP | $26.8M | 152.2K | 2.66% | — |
| 9 | C CVNA CARVANA CO | $24.4M | 370.2K | 2.42% | — |
| 10 | C CMI CUMMINS INC | $20.4M | 28.6K | 2.02% | — |
| 11 | A AMD ADVANCED MICRO DEVICES INC | $20.4M | 35.0K | 2.02% | — |
| 12 | U U UNITY SOFTWARE INC | $17.6M | 614.5K | 1.74% | — |
| 13 | D DASH DOORDASH INC | $16.6M | 89.7K | 1.64% | — |
| 14 | S SNOW SNOWFLAKE INC | $16.5M | 64.9K | 1.64% | — |
| 15 | A ASMLF ASML HLDG NV | $16.5M | 8.3K | 1.63% | — |
| 16 | L LPG FLEX LTD | $16.2M | 100.0K | 1.61% | — |
| 17 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $14.9M | 54.6K | 1.47% | — |
| 18 | G GIL GILDAN ACTIVEWEAR INC | $14.7M | 283.9K | 1.45% | — |
| 19 | N NTNX NUTANIX INC | $14.4M | 283.2K | 1.43% | — |
| 20 | A AXON AXON ENTERPRISE INC | $13.8M | 24.5K | 1.36% | — |