KR Capital LP
- SEC CIK
- 0002103364
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 79
- +30 vs. Q1 2026
- Total value
- $1.01B
- +$509.84M (+102.2%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| ARMKARAMARK | COM | 1,797,740 | $102.29M | 10.14% | +556,972+44.9% | Added | View |
| PFGCPERFORMANCE FOOD GROUP CO | COM | 525,123 | $58.7M | 5.82% | +57,392+12.3% | Added | View |
| LTHLIFE TIME GROUP HOLDINGS INC | COMMON STOCK | 1,318,564 | $53.85M | 5.34% | +99,105+8.1% | Added | View |
| AMZNAMAZON COM INC COM | Stock | 188,778 | $44.99M | 4.46% | +104,563+124.2% | Added | View |
| METAMETA PLATFORMS INC CL A | Stock | 75,619 | $42.6M | 4.22% | +57,192+310.4% | Added | View |
| VVISA INC COM CL A | Stock | 103,034 | $35.35M | 3.50% | +15,890+18.2% | Added | View |
| EQIXEQUINIX INC | COM | 28,778 | $30M | 2.97% | +9,528+49.5% | Added | View |
| APHAMPHENOL CORP NEW | CL A | 152,165 | $26.83M | 2.66% | +53,826+54.7% | Added | View |
| CVNACARVANA CO | CL A | 370,184 | $24.37M | 2.42% | +352,367+1,977.7% | Added | View |
| CMICUMMINS INC COM | Stock | 28,573 | $20.38M | 2.02% | +28,573 | New | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 35,043 | $20.36M | 2.02% | +6,870+24.4% | Added | View |
| UUNITY SOFTWARE INC | COM | 614,525 | $17.56M | 1.74% | +346,189+129.0% | Added | View |
| DASHDOORDASH INC CL A | Stock | 89,707 | $16.55M | 1.64% | +89,707 | New | View |
| SNOWSNOWFLAKE INC COM SHS | Stock | 64,856 | $16.51M | 1.64% | +64,856 | New | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 8,270 | $16.45M | 1.63% | +3,921+90.2% | Added | View |
| FLEXFLEX LTD ORD | Stock | 100,042 | $16.21M | 1.61% | +100,042 | New | View |
| CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | 54,614 | $14.85M | 1.47% | +54,614 | New | View |
| GILGILDAN ACTIVEWEAR INC COM | Stock | 283,939 | $14.65M | 1.45% | +283,939 | New | View |
| NTNXNUTANIX INC CL A | Stock | 283,175 | $14.43M | 1.43% | +219,407+344.1% | Added | View |
| AXONAXON ENTERPRISE INC | COM | 24,529 | $13.75M | 1.36% | +24,529 | New | View |
| SPOTSPOTIFY TECHNOLOGY S A SHS | Stock | 27,400 | $12.58M | 1.25% | +27,400 | New | View |
| WDCWESTERN DIGITAL CORP | COM | 19,400 | $12.39M | 1.23% | +11,387+142.1% | Added | View |
| ASAMER SPORTS INC | COM SHS | 346,349 | $11.72M | 1.16% | +346,349 | New | View |
| THTARGET HOSPITALITY CORP | COM | 556,093 | $11.32M | 1.12% | +418,402+303.9% | Added | View |
| STMSTMICROELECTRONICS N V | NY REGISTRY | 145,702 | $10.91M | 1.08% | +145,702 | New | View |
| MODMODINE MFG CO | COM | 39,672 | $10.59M | 1.05% | +39,672 | New | View |
| LPLALPL FINL HLDGS INC | COM | 37,449 | $10.55M | 1.05% | +20,793+124.8% | Added | View |
| CLHCLEAN HARBORS INC | COM | 34,749 | $10.38M | 1.03% | +34,749 | New | View |
| BEBLOOM ENERGY CORP | COM CL A | 34,196 | $10.35M | 1.03% | −19,228−36.0% | Reduced | View |
| DARDARLING INGREDIENTS INC | COM | 189,358 | $10.34M | 1.03% | +189,358 | New | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 19,844 | $10.19M | 1.01% | +19,844 | New | View |
| PANWPALO ALTO NETWORKS INC COM | Stock | 29,648 | $10.11M | 1.00% | +29,648 | New | View |
| ZMZOOM COMMUNICATIONS INC CL A | Stock | 116,158 | $10.03M | 0.99% | +116,158 | New | View |
| DVNDEVON ENERGY CORP NEW COM | Stock | 233,645 | $9.65M | 0.96% | +233,645 | New | View |
| KKRKKR & CO INC | COM | 104,482 | $9.59M | 0.95% | +104,482 | New | View |
| MKSIMKS INC. | COM | 21,068 | $9.37M | 0.93% | −15,738−42.8% | Reduced | View |
| UCTTULTRA CLEAN HLDGS INC | COM | 64,750 | $9.23M | 0.92% | +64,750 | New | View |
| VEEVVEEVA SYS INC CL A COM | Stock | 51,073 | $9.06M | 0.90% | −22,724−30.8% | Reduced | View |
| NXPINXP SEMICONDUCTORS N V | COM | 32,055 | $9.01M | 0.89% | +32,055 | New | View |
| MELIMERCADOLIBRE INC | COM | 5,306 | $9.01M | 0.89% | +5,306 | New | View |
| BWABORGWARNER INC | COM | 121,734 | $8.08M | 0.80% | +121,734 | New | View |
| FERGFERGUSON ENTERPRISES INC | COMMON STOCK NEW | 33,639 | $7.98M | 0.79% | +33,639 | New | View |
| DUOLDUOLINGO INC | CL A COM | 68,462 | $7.87M | 0.78% | +68,462 | New | View |
| OPLNOPENLANE INC | COM | 184,876 | $7.62M | 0.76% | +184,876 | New | View |
| HPEHEWLETT PACKARD ENTERPRISE C | COM | 168,237 | $7.59M | 0.75% | +168,237 | New | View |
| INIOINNIO NV | ORDINARY SHARES | 190,000 | $7.51M | 0.74% | +190,000 | New | View |
| SPGIS&P GLOBAL INC COM | Stock | 18,203 | $7.41M | 0.73% | +258+1.4% | Added | View |
| GFLGFL ENVIRONMENTAL INC | SUB VTG SHS | 187,316 | $6.89M | 0.68% | +187,316 | New | View |
| AMATAPPLIED MATLS INC COM | Stock | 9,510 | $6.88M | 0.68% | −12,247−56.3% | Reduced | View |
| MBLYMOBILEYE GLOBAL INC COMMON CLASS A | Stock | 665,610 | $6.44M | 0.64% | +665,610 | New | View |
| ATIATI INC COM | Stock | 32,325 | $6.37M | 0.63% | +32,325 | New | View |
| DPCDPC HOLDINGS PLC | ORDINARY SHARES | 126,500 | $6.21M | 0.62% | +126,500 | New | View |
| JHXJAMES HARDIE INDS PLC ORD SHS | Stock | 230,017 | $6.02M | 0.60% | +230,017 | New | View |
| SXTSENSIENT TECHNOLOGIES CORP | COM | 44,807 | $5.52M | 0.55% | +44,807 | New | View |
| INTCINTEL CORP COM | Stock | 38,276 | $5.34M | 0.53% | +38,276 | New | View |
| SMTCSEMTECH CORP COM | Stock | 32,321 | $5.23M | 0.52% | +13,471+71.5% | Added | View |
| VICRVICOR CORP | COM | 13,650 | $5.18M | 0.51% | +13,650 | New | View |
| ZSZSCALER INC COM | Stock | 36,337 | $5.13M | 0.51% | +36,337 | New | View |
| NDAQNASDAQ INC | COM | 64,863 | $5.11M | 0.51% | +64,863 | New | View |
| BIDUBAIDU INC SPON ADR REP A | ADR | 44,571 | $5.09M | 0.50% | +44,571 | New | View |
| WHDCACTUS INC | CL A | 98,078 | $5.02M | 0.50% | +98,078 | New | View |
| MRVLMARVELL TECHNOLOGY INC | COM | 16,816 | $5.01M | 0.50% | +16,816 | New | View |
| AFRMAFFIRM HLDGS INC | COM CL A | 61,132 | $4.99M | 0.49% | +61,132 | New | View |
| WWDWOODWARD INC | COM | 11,587 | $4.93M | 0.49% | +11,587 | New | View |
| ABNBAIRBNB INC COM CL A | Stock | 33,974 | $4.86M | 0.48% | +33,974 | New | View |
| UBERUBER TECHNOLOGIES INC COM | Stock | 66,225 | $4.78M | 0.47% | +66,225 | New | View |
| CPCANADIAN PACIFIC KANSAS CITY | COM | 50,998 | $4.42M | 0.44% | +50,998 | New | View |
| PRIMPRIMORIS SVCS CORP COM | Stock | 43,630 | $4.32M | 0.43% | −73,927−62.9% | Reduced | View |
| VRSNVERISIGN INC | COM | 16,970 | $4.27M | 0.42% | −3,056−15.3% | Reduced | View |
| NOKNOKIA CORP | SPONSORED ADR | 308,761 | $4.1M | 0.41% | +6,584+2.2% | Added | View |
| WABWABTEC COM | Stock | 14,699 | $3.96M | 0.39% | +14,699 | New | View |
| AALAMERICAN AIRLINES GROUP INC COM | Stock | 219,238 | $3.96M | 0.39% | +219,238 | New | View |
| TTMITTM TECHNOLOGIES INC | COM | 19,603 | $3.67M | 0.36% | +19,603 | New | View |
| FLSFLOWSERVE CORP | COM | 49,273 | $3.65M | 0.36% | +49,273 | New | View |
| CGNXCOGNEX CORP | COM | 49,336 | $3.57M | 0.35% | +49,336 | New | View |
| LMBLIMBACH HLDGS INC | COM | 37,585 | $2.89M | 0.29% | +37,585 | New | View |
| BMIBADGER METER INC | COM | 13,814 | $2.05M | 0.20% | +13,814 | New | View |
| JMIAJUMIA TECHNOLOGIES AG | SPONSORED ADS | 176,923 | $1.25M | 0.12% | +176,923 | New | View |
| UTIUNIVERSAL TECHNICAL INST INC | COM | 11,081 | $473.93K | 0.05% | +11,081 | New | View |
Sold out since Q1 2026 (24)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| NFLXNETFLIX INC. COM | Stock | 212,788 | $20.46M | 4.10% |
| ROSTROSS STORES INC | COM | 85,626 | $18.55M | 3.72% |
| DYDYCOM INDS INC | COM | 44,921 | $15.22M | 3.05% |
| SLBSLB LIMITED COM STK | Stock | 286,944 | $14.75M | 2.96% |
| BKRBAKER HUGHES COMPANY | CL A | 238,057 | $14.53M | 2.91% |
| INTUINTUIT COM | Stock | 33,061 | $14.29M | 2.87% |
| FDXFEDEX CORP COM | Stock | 32,833 | $11.69M | 2.34% |
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | CL A | 178,508 | $10.28M | 2.06% |
| LITELUMENTUM HLDGS INC | COM | 12,150 | $8.54M | 1.71% |
| DHTDHT HOLDINGS INC | SHS NEW | 429,185 | $7.84M | 1.57% |
| DDOGDATADOG INC | CL A COM | 53,068 | $6.26M | 1.26% |
| SHOPSHOPIFY INC CL A SUB VTG SHS | Stock | 46,425 | $5.51M | 1.10% |
| NVDANVIDIA CORPORATION COM | Stock | 28,902 | $5.04M | 1.01% |
| USFDUS FOODS HLDG CORP | COM | 54,048 | $4.98M | 1.00% |
| SHLSSHOALS TECHNOLOGIES GROUP IN | CL A | 732,064 | $4.82M | 0.97% |
| HUBSHUBSPOT INC | COM | 16,255 | $3.97M | 0.80% |
| AVGOBROADCOM INC COM | Stock | 11,275 | $3.49M | 0.70% |
| MWHSOLV ENERGY INC | COM SHS CL A | 103,573 | $3.11M | 0.62% |
| COHRCOHERENT CORP | COM | 12,895 | $3.07M | 0.62% |
| DLRDIGITAL RLTY TR INC | COM | 17,040 | $3.07M | 0.62% |
| CDWCDW CORP | COM | 16,813 | $2.03M | 0.41% |
| ASXASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | 83,883 | $1.82M | 0.36% |
| PTRNPATTERN GROUP INC | COM SER A | 144,028 | $1.79M | 0.36% |
| VNETVNET GROUP INC | SPONSORED ADS A | 195,728 | $1.64M | 0.33% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 79 | $1.01B | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 49 | $498.94M | – | SEC |