KR Capital LP
49 holdingsFiling period: 2026-03-31Current AUM: $603.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ARMK | ARAMARK | 1.24M | $50.3M | $70.7M | 11.72% | -- | 2026-03-31 |
| 2 | PFGC | PERFORMANCE FOOD GROUP CO | 467.7K | $40.1M | $53.5M | 8.87% | -- | 2026-03-31 |
| 3 | LTH | LIFE TIME GROUP HOLDINGS INC | 1.22M | $32.9M | $55.0M | 9.12% | -- | 2026-03-31 |
| 4 | V | VISA INC | 87.1K | $26.3M | $31.9M | 5.29% | -- | 2026-03-31 |
| 5 | NFLX | NETFLIX INC. | 212.8K | $20.5M | $15.3M | 2.53% | -- | 2026-03-31 |
| 6 | EQIX | EQUINIX INC | 19.3K | $18.9M | $19.6M | 3.25% | -- | 2026-03-31 |
| 7 | ROST | ROSS STORES INC | 85.6K | $18.5M | $21.5M | 3.56% | -- | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 84.2K | $17.5M | $22.9M | 3.79% | -- | 2026-03-31 |
| 9 | PRIM | PRIMORIS SVCS CORP | 117.6K | $16.8M | $9.9M | 1.65% | -- | 2026-03-31 |
| 10 | DY | DYCOM INDS INC | 44.9K | $15.2M | $18.0M | 2.99% | -- | 2026-03-31 |
| 11 | SLB | SLB LIMITED | 286.9K | $14.7M | $14.2M | 2.36% | -- | 2026-03-31 |
| 12 | BKR | BAKER HUGHES COMPANY | 238.1K | $14.5M | $14.4M | 2.39% | -- | 2026-03-31 |
| 13 | INTU | INTUIT | 33.1K | $14.3M | $10.4M | 1.73% | -- | 2026-03-31 |
| 14 | VEEV | VEEVA SYS INC | 73.8K | $13.0M | $15.0M | 2.49% | -- | 2026-03-31 |
| 15 | APH | AMPHENOL CORP | 98.3K | $12.4M | $15.8M | 2.62% | -- | 2026-03-31 |
| 16 | FDX | FEDEX CORP | 32.8K | $11.7M | $10.1M | 1.67% | -- | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 18.4K | $10.5M | $10.3M | 1.70% | -- | 2026-03-31 |
| 18 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 178.5K | $10.3M | $12.4M | 2.06% | -- | 2026-03-31 |
| 19 | LITE | LUMENTUM HLDGS INC | 12.2K | $8.5M | $8.7M | 1.44% | -- | 2026-03-31 |
| 20 | MKSI | MKS INC. | 36.8K | $8.5M | $10.9M | 1.81% | -- | 2026-03-31 |
| 21 | — | DHT HOLDINGS INC | 429.2K | $7.8M | $7.8M | 1.30% | -- | 2026-03-31 |
| 22 | SPGI | S&P GLOBAL INC | 17.9K | $7.6M | $7.4M | 1.23% | -- | 2026-03-31 |
| 23 | AMAT | APPLIED MATLS INC | 21.8K | $7.4M | $11.0M | 1.83% | -- | 2026-03-31 |
| 24 | BE | BLOOM ENERGY CORP | 53.4K | $7.2M | $11.0M | 1.82% | -- | 2026-03-31 |
| 25 | DDOG | DATADOG INC | 53.1K | $6.3M | $14.2M | 2.36% | -- | 2026-03-31 |
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