KR Capital LP
79 holdingsFiling period: 2026-06-30Current AUM: $999.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ARMK | ARAMARK | 1.80M | $102.3M | $104.8M | 10.49% | +557.0K | 2026-06-30 |
| 2 | PFGC | PERFORMANCE FOOD GROUP CO | 525.1K | $58.7M | $46.7M | 4.68% | +57.4K | 2026-06-30 |
| 3 | LTH | LIFE TIME GROUP HOLDINGS INC | 1.32M | $53.9M | $54.7M | 5.47% | +99.1K | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 188.8K | $45.0M | $46.9M | 4.69% | +104.6K | 2026-06-30 |
| 5 | META | META PLATFORMS INC | 75.6K | $42.6M | $50.7M | 5.07% | +57.2K | 2026-06-30 |
| 6 | V | VISA INC | 103.0K | $35.3M | $38.7M | 3.87% | +15.9K | 2026-06-30 |
| 7 | EQIX | EQUINIX INC | 28.8K | $30.0M | $29.0M | 2.90% | +9.5K | 2026-06-30 |
| 8 | APH | AMPHENOL CORP | 152.2K | $26.8M | $23.6M | 2.37% | +53.8K | 2026-06-30 |
| 9 | CVNA | CARVANA CO | 370.2K | $24.4M | $24.8M | 2.48% | +352.4K | 2026-06-30 |
| 10 | CMI | CUMMINS INC | 28.6K | $20.4M | $15.4M | 1.54% | -- | 2026-06-30 |
| 11 | AMD | ADVANCED MICRO DEVICES INC | 35.0K | $20.4M | $17.7M | 1.77% | +6.9K | 2026-06-30 |
| 12 | U | UNITY SOFTWARE INC | 614.5K | $17.6M | $26.4M | 2.65% | +346.2K | 2026-06-30 |
| 13 | DASH | DOORDASH INC | 89.7K | $16.6M | $17.8M | 1.78% | -- | 2026-06-30 |
| 14 | SNOW | SNOWFLAKE INC | 64.9K | $16.5M | $20.9M | 2.10% | -- | 2026-06-30 |
| 15 | — | ASML HLDG NV | 8.3K | $16.5M | $16.5M | 1.65% | +3.9K | 2026-06-30 |
| 16 | — | FLEX LTD | 100.0K | $16.2M | $16.2M | 1.62% | -- | 2026-06-30 |
| 17 | — | CREDO TECHNOLOGY GROUP HOLDI | 54.6K | $14.9M | $14.9M | 1.49% | -- | 2026-06-30 |
| 18 | GIL | GILDAN ACTIVEWEAR INC | 283.9K | $14.7M | $13.0M | 1.30% | -- | 2026-06-30 |
| 19 | NTNX | NUTANIX INC | 283.2K | $14.4M | $19.3M | 1.93% | +219.4K | 2026-06-30 |
| 20 | AXON | AXON ENTERPRISE INC | 24.5K | $13.8M | $10.8M | 1.09% | -- | 2026-06-30 |
| 21 | — | SPOTIFY TECHNOLOGY S A | 27.4K | $12.6M | $12.6M | 1.26% | -- | 2026-06-30 |
| 22 | WDC | WESTERN DIGITAL CORP | 19.4K | $12.4M | $8.0M | 0.80% | +11.4K | 2026-06-30 |
| 23 | — | AMER SPORTS INC | 346.3K | $11.7M | $11.7M | 1.17% | -- | 2026-06-30 |
| 24 | TH | TARGET HOSPITALITY CORP | 556.1K | $11.3M | $10.4M | 1.04% | +418.4K | 2026-06-30 |
| 25 | STM | STMICROELECTRONICS N V | 145.7K | $10.9M | $7.0M | 0.70% | -- | 2026-06-30 |
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