KIDS CAPITAL MANAGEMENT, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ROBINHOOD MKTS INC(HOOD) | 0 | 43,000 | +43,000 | 0 | 2,979,900 | 2.82% | +2,979,900 |
| INTERCONTINENTAL EXCHANGE IN(ICE) | 20,000 | 20,000 | 0 | 3,239,200 | 3,145,600 | 2.97% | -93,600 |
| SEA LTD(SE) | 31,000 | 41,000 | +10,000 | 3,954,670 | 3,395,210 | 3.21% | -559,460 |
| GRAYSCALE BITCOIN MINI TR ET(BTC) | 25,000 | 0 | -25,000 | 968,250 | 0 | — | -968,250 |
| NU HLDGS LTD(NU) | 420,000 | 420,000 | 0 | 7,030,800 | 6,035,400 | 5.71% | -995,400 |
| HOWMET AEROSPACE INC(HWM) | 55,000 | 43,000 | -12,000 | 11,276,100 | 9,909,780 | 9.37% | -1,366,320 |
| ALPHABET INC(GOOG) | 63,000 | 63,000 | 0 | 19,719,000 | 18,116,280 | 17.13% | -1,602,720 |
| MERCADOLIBRE INC(MELI) | 7,800 | 8,100 | +300 | 15,711,228 | 14,005,062 | 13.24% | -1,706,166 |
| AMAZON COM INC(AMZN) | 89,000 | 89,000 | 0 | 20,542,980 | 18,536,030 | 17.53% | -2,006,950 |
| DOORDASH INC(DASH) | 51,800 | 49,000 | -2,800 | 11,731,664 | 7,357,350 | 6.96% | -4,374,314 |
| ILLUMINA INC(ILMN) | 88,000 | 58,000 | -30,000 | 11,542,080 | 7,149,080 | 6.76% | -4,393,000 |
| BLACKSTONE INC(BX) | 115,000 | 115,000 | 0 | 17,726,100 | 13,223,850 | 12.51% | -4,502,250 |
| FLUTTER ENTMT PLC(FLUT) | 30,000 | 18,500 | -11,500 | 6,451,200 | 1,886,075 | 1.78% | -4,565,125 |
| SLB LIMITED(SLB)(Call) | 120,000 | 0 | -120,000 | 4,605,600 | 0 | — | -4,605,600 |