KR Capital LP
79 holdingsFiling period: 2026-06-30Current AUM: $992.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ARMK | Aramark | 1.80M | $102.3M | $100.9M | 10.17% | +557.0K | 2026-06-30 |
| 2 | PFGC | Performance Food Group Co | 525.1K | $58.7M | $51.4M | 5.18% | +57.4K | 2026-06-30 |
| 3 | LTH | Life Time Group Holdings Inc | 1.32M | $53.9M | $54.3M | 5.47% | +99.1K | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 188.8K | $45.0M | $49.6M | 5.00% | +104.6K | 2026-06-30 |
| 5 | META | Meta Platforms Inc | 75.6K | $42.6M | $52.5M | 5.29% | +57.2K | 2026-06-30 |
| 6 | V | Visa Inc | 103.0K | $35.3M | $41.9M | 4.22% | +15.9K | 2026-06-30 |
| 7 | EQIX | Equinix Inc | 28.8K | $30.0M | $28.4M | 2.86% | +9.5K | 2026-06-30 |
| 8 | APH | Amphenol Corp | 152.2K | $26.8M | $24.1M | 2.43% | +53.8K | 2026-06-30 |
| 9 | CVNA | Carvana Co | 370.2K | $24.4M | $22.3M | 2.25% | +352.4K | 2026-06-30 |
| 10 | CMI | Cummins Inc | 28.6K | $20.4M | $15.3M | 1.54% | -- | 2026-06-30 |
| 11 | AMD | Advanced Micro Devices Inc | 35.0K | $20.4M | $18.7M | 1.89% | +6.9K | 2026-06-30 |
| 12 | U | Unity Software Inc | 614.5K | $17.6M | $24.7M | 2.49% | +346.2K | 2026-06-30 |
| 13 | DASH | Doordash Inc | 89.7K | $16.6M | $17.2M | 1.73% | -- | 2026-06-30 |
| 14 | SNOW | Snowflake Inc | 64.9K | $16.5M | $20.7M | 2.09% | -- | 2026-06-30 |
| 15 | — | Asml Hldg NV | 8.3K | $16.5M | $16.5M | 1.66% | +3.9K | 2026-06-30 |
| 16 | — | Flex Ltd | 100.0K | $16.2M | $16.2M | 1.63% | -- | 2026-06-30 |
| 17 | — | Credo Technology Group Holdi | 54.6K | $14.9M | $14.9M | 1.50% | -- | 2026-06-30 |
| 18 | GIL | Gildan Activewear Inc | 283.9K | $14.7M | $11.6M | 1.17% | -- | 2026-06-30 |
| 19 | NTNX | Nutanix Inc | 283.2K | $14.4M | $19.3M | 1.95% | +219.4K | 2026-06-30 |
| 20 | AXON | Axon Enterprise Inc | 24.5K | $13.8M | $9.6M | 0.97% | -- | 2026-06-30 |
| 21 | — | Spotify Technology S A | 27.4K | $12.6M | $12.6M | 1.27% | -- | 2026-06-30 |
| 22 | WDC | Western Digital Corp | 19.4K | $12.4M | $7.1M | 0.71% | +11.4K | 2026-06-30 |
| 23 | — | Amer Sports Inc | 346.3K | $11.7M | $11.7M | 1.18% | -- | 2026-06-30 |
| 24 | TH | Target Hospitality Corp | 556.1K | $11.3M | $8.6M | 0.87% | +418.4K | 2026-06-30 |
| 25 | STM | Stmicroelectronics N V | 145.7K | $10.9M | $6.7M | 0.67% | -- | 2026-06-30 |
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