Kultura Capital Management LP
64 holdingsFiling period: 2026-06-30Current AUM: $488.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq TR | 112.6K | $82.9M | $80.2M | 16.42% | +87.2K | 2026-06-30 |
| 2 | INTC | Intel Corp | 272.8K | $38.1M | $24.7M | 5.05% | +16.9K | 2026-06-30 |
| 3 | SMH | VanEck ETF Trust | 54.0K | $35.4M | $29.2M | 5.99% | -- | 2026-06-30 |
| 4 | NOK | Nokia Corp | 1.62M | $21.5M | $14.0M | 2.87% | -- | 2026-06-30 |
| 5 | DRAM | Roundhill ETF Trust | 280.1K | $20.7M | $13.5M | 2.77% | -- | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 54.1K | $20.2M | $28.8M | 5.90% | +35.2K | 2026-06-30 |
| 7 | AVGO | Broadcom Inc | 48.5K | $18.3M | $16.0M | 3.27% | -- | 2026-06-30 |
| 8 | AMAT | Applied Matls Inc | 23.2K | $16.8M | $9.0M | 1.84% | -- | 2026-06-30 |
| 9 | SMCI | Super Micro Computer Inc | 509.9K | $15.0M | $16.7M | 3.41% | -- | 2026-06-30 |
| 10 | SNDK | Sandisk Corp | 6.2K | $14.1M | $7.8M | 1.59% | -- | 2026-06-30 |
| 11 | TSM | Taiwan Semiconductor Manufac | 24.8K | $11.8M | $10.5M | 2.15% | -24,890 | 2026-06-30 |
| 12 | COHU | Cohu Inc | 157.4K | $11.6M | $7.7M | 1.57% | -- | 2026-06-30 |
| 13 | AEHR | Aehr Test Sys | 117.9K | $11.3M | $6.7M | 1.37% | +37.7K | 2026-06-30 |
| 14 | MU | Micron Technology Inc | 9.5K | $11.0M | $8.6M | 1.76% | -12,850 | 2026-06-30 |
| 15 | EQT | Eqt Corp | 198.9K | $10.6M | $10.9M | 2.23% | -- | 2026-06-30 |
| 16 | GOOGL | Alphabet Inc | 29.3K | $10.5M | $9.3M | 1.90% | -81,845 | 2026-06-30 |
| 17 | KWEB | Kraneshares Trust | 402.6K | $9.9M | $9.3M | 1.91% | -- | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 48.9K | $9.8M | $10.6M | 2.16% | +1.1K | 2026-06-30 |
| 19 | MSTR | Strategy Inc | 107.5K | $9.3M | $15.0M | 3.08% | -- | 2026-06-30 |
| 20 | CRWD | Crowdstrike Hldgs Inc | 11.6K | $8.9M | $12.2M | 2.50% | -- | 2026-06-30 |
| 21 | KMB | Kimberly-Clark Corp | 76.6K | $8.4M | $8.4M | 1.72% | -- | 2026-06-30 |
| 22 | — | Asml Hldg NV | 4.2K | $8.4M | $8.4M | 1.71% | -1,640 | 2026-06-30 |
| 23 | AAOI | Applied Optoelectronics Inc | 53.3K | $7.9M | $3.8M | 0.79% | +16.7K | 2026-06-30 |
| 24 | PANW | Palo Alto Networks Inc | 23.0K | $7.8M | $9.0M | 1.84% | -- | 2026-06-30 |
| 25 | INTU | Intuit | 27.3K | $7.1M | $9.3M | 1.90% | -- | 2026-06-30 |
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