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Livermore
Livermore
ZHEN

KCM Capital Inc

SEC CIK
0002026745
Latest filing
Aug 12, 2026

The latest 13F from KCM Capital Inc covers Q2 2026 (filed Aug 12, 2026): 30 long positions worth $611.3M. The top 10 holdings make up 72.0% of the portfolio, and the largest is Sandisk Corp (SNDK) at 13.0%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$15.8M
Added
4
Est. +$13.7M
Reduced
4
Est. −$339.9M
Sold out
3
Est. −$14.6M

Top 5 holdings

Share of this quarter's portfolio value

  1. SNDKSandisk Corp
    13.0%$79.6MHistory
  2. MUMicron Technology Inc
    11.3%$69.3MHistory
  3. NVDANVIDIA Corp
    9.8%$60.0MHistory
  4. LLYEli Lilly & Co
    7.8%$48.0MHistory
  5. GEOGeo Group Inc
    7.3%$44.3MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. BEBloom Energy Corp
    +$15.1MNewHistory
  2. SIShoulder Innovations, Inc.
    +$5.37MAddedHistory
  3. GOOGAlphabet Inc.
    +$5.30MAddedHistory
  4. CARLCarlsmed, Inc.
    +$2.49MAddedHistory
  5. NUAINew ERA Energy & Digital, Inc.
    +$638.0KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. BEBloom Energy Corp
    +2.48 pp0.0% → 2.5%History
  2. GOOGAlphabet Inc.
    +1.12 pp3.2% → 4.3%History
  3. SIShoulder Innovations, Inc.
    +0.90 pp0.1% → 1.0%History
  4. CARLCarlsmed, Inc.
    +0.41 pp0.3% → 0.7%History
  5. NUAINew ERA Energy & Digital, Inc.
    +0.10 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SNDKSandisk Corp
    −$216.0MReducedHistory
  2. MUMicron Technology Inc
    −$103.9MReducedHistory
  3. GEOGeo Group Inc
    −$14.6MReducedHistory
  4. CXWCoreCivic, Inc.
    −$10.4MSold outHistory
  5. CBLLCeribell, Inc.
    −$5.35MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SNDKSandisk Corp
    −2.40 pp15.4% → 13.0%History
  2. CXWCoreCivic, Inc.
    −1.94 pp1.9% → 0.0%History
  3. CBLLCeribell, Inc.
    −1.21 pp4.8% → 3.6%History
  4. IRTCiRhythm Holdings, Inc.
    −0.66 pp0.7% → 0.0%History
  5. Carnival PLC14365C903
    −0.12 pp0.1% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$611.3M
+$75.7M (+14.1%) vs. prior quarter
Positions
30
−1 vs. prior quarter
Top 10 concentration
72.0%
Top 10 as share of value
Turnover
5.1%
Q2 2026, one quarter
Average holding period
2.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $611.3M (Q2 2026)

Q4 2025: $497.7MQ1 2026: $535.6MQ2 2026: $611.3M
Q4 2025Q2 2026
13F filings of KCM Capital Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 202630$611.3MSNDKMUNVDAvs. Q1 2026SEC
Q1 2026May 13, 202631$535.6MSNDKNVDAMUvs. Q4 2025SEC
Q4 2025Feb 17, 202624$497.7MSNDKNVDALLY–SEC

13D and 13G filings

Companies where KCM Capital Inc reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where KCM Capital Inc owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
NUAINew ERA Energy & Digital, Inc.13G5.10%5.40M sharesNewSep 1, 20261 filingSep 1, 2026SEC

Latest filings

5 filings on file made by KCM Capital Inc or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by KCM Capital Inc
CompanyFiled (ET)FormStakeChangeEvent dateFiling
NUAINew ERA Energy & Digital, Inc.Sep 1, 202610:40 AM ET13G5.10%5.40M sharesNewAug 31, 2026SEC
VIVOVivoPower PLCFeb 12, 20262:41 PM ET13G/A0.00%0 shares−10.50 ppfrom 10.50%Below 5%Dec 31, 2025SEC
VIVOVivoPower PLCNov 10, 20254:50 PM ET13G/A10.50%1.32M shares−0.20 ppfrom 10.70%Sep 30, 2025SEC
VIVOVivoPower PLCSep 24, 20252:06 PM ET13G/A10.70%1.08M shares+4.50 ppfrom 6.20%Sep 9, 2025SEC
VIVOVivoPower PLCAug 15, 202511:28 AM ET13G6.20%625.0K sharesNewAug 12, 2025SEC