KR Capital LP
- SEC CIK
- 0002103364
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 79
- +30 vs. Q1 2026
- Portfolio value
- $1.01B
- +$509.8M (+102.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ARMKAramark | COM | 1,797,740 | $102.3M | 10.1% | +556,972+44.9% | Added | History |
| PFGCPerformance Food Group Co | COM | 525,123 | $58.7M | 5.8% | +57,392+12.3% | Added | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 1,318,564 | $53.9M | 5.3% | +99,105+8.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 188,778 | $45.0M | 4.5% | +104,563+124.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 75,619 | $42.6M | 4.2% | +57,192+310.4% | Added | History |
| VVisa Inc. | Stock | 103,034 | $35.3M | 3.5% | +15,890+18.2% | Added | History |
| EQIXEquinix Inc | COM | 28,778 | $30.0M | 3.0% | +9,528+49.5% | Added | History |
| APHAmphenol Corp | CL A | 152,165 | $26.8M | 2.7% | +53,826+54.7% | Added | History |
| CVNACarvana Co. | CL A | 370,184 | $24.4M | 2.4% | +281,099+315.5% | AddedConverted for a 5-for-1 split | History |
| CMICummins Inc | Stock | 28,573 | $20.4M | 2.0% | +28,573 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 35,043 | $20.4M | 2.0% | +6,870+24.4% | Added | History |
| UUnity Software Inc. | COM | 614,525 | $17.6M | 1.7% | +346,189+129.0% | Added | History |
| DASHDoorDash, Inc. | Stock | 89,707 | $16.6M | 1.6% | +89,707 | New | History |
| SNOWSnowflake Inc. | Stock | 64,856 | $16.5M | 1.6% | +64,856 | New | History |
| ASMLASML Holding NV | ADR | 8,270 | $16.5M | 1.6% | +3,921+90.2% | Added | History |
| FLEXFlex Ltd. | Stock | 100,042 | $16.2M | 1.6% | +100,042 | New | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 54,614 | $14.9M | 1.5% | +54,614 | New | History |
| GILGildan Activewear Inc. | Stock | 283,939 | $14.7M | 1.5% | +283,939 | New | History |
| NTNXNutanix, Inc. | Stock | 283,175 | $14.4M | 1.4% | +219,407+344.1% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 24,529 | $13.8M | 1.4% | +24,529 | New | History |
| SPOTSpotify Technology S.A. | Stock | 27,400 | $12.6M | 1.2% | +27,400 | New | History |
| WDCWestern Digital Corp | COM | 19,400 | $12.4M | 1.2% | +11,387+142.1% | Added | History |
| ASAmer Sports, Inc. | COM SHS | 346,349 | $11.7M | 1.2% | +346,349 | New | History |
| THTarget Hospitality Corp. | COM | 556,093 | $11.3M | 1.1% | +418,402+303.9% | Added | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 145,702 | $10.9M | 1.1% | +145,702 | New | History |
| MODModine Manufacturing Co | COM | 39,672 | $10.6M | 1.1% | +39,672 | New | History |
| LPLALPL Financial Holdings Inc. | COM | 37,449 | $10.5M | 1.0% | +20,793+124.8% | Added | History |
| CLHClean Harbors Inc | COM | 34,749 | $10.4M | 1.0% | +34,749 | New | History |
| BEBloom Energy Corp | COM CL A | 34,196 | $10.4M | 1.0% | −19,228−36.0% | Reduced | History |
| DARDarling Ingredients Inc. | COM | 189,358 | $10.3M | 1.0% | +189,358 | New | History |
| MAMastercard Inc | Stock | 19,844 | $10.2M | 1.0% | +19,844 | New | History |
| PANWPalo Alto Networks Inc | Stock | 29,648 | $10.1M | 1.0% | +29,648 | New | History |
| ZMZoom Communications, Inc. | Stock | 116,158 | $10.0M | 1.0% | +116,158 | New | History |
| DVNDevon Energy Corp | Stock | 233,645 | $9.65M | 1.0% | +233,645 | New | History |
| KKRKKR & Co. Inc. | COM | 104,482 | $9.59M | 1.0% | +104,482 | New | History |
| MKSIMKS Inc | COM | 21,068 | $9.37M | 0.9% | −15,738−42.8% | Reduced | History |
| UCTTUltra Clean Holdings, Inc. | COM | 64,750 | $9.23M | 0.9% | +64,750 | New | History |
| VEEVVeeva Systems Inc | Stock | 51,073 | $9.06M | 0.9% | −22,724−30.8% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 32,055 | $9.01M | 0.9% | +32,055 | New | History |
| MELIMercadolibre Inc | COM | 5,306 | $9.01M | 0.9% | +5,306 | New | History |
| BWABorgwarner Inc | COM | 121,734 | $8.08M | 0.8% | +121,734 | New | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 33,639 | $7.98M | 0.8% | +33,639 | New | History |
| DUOLDuolingo, Inc. | CL A COM | 68,462 | $7.87M | 0.8% | +68,462 | New | History |
| OPLNOPENLANE, Inc. | COM | 184,876 | $7.62M | 0.8% | +184,876 | New | History |
| HPEHewlett Packard Enterprise Co | COM | 168,237 | $7.59M | 0.8% | +168,237 | New | History |
| INIOInnio N.V. | ORDINARY SHARES | 190,000 | $7.51M | 0.7% | +190,000 | New | History |
| SPGIS&P Global Inc. | Stock | 18,203 | $7.41M | 0.7% | +258+1.4% | Added | History |
| GFLGFL Environmental Inc. | SUB VTG SHS | 187,316 | $6.89M | 0.7% | +187,316 | New | History |
| AMATApplied Materials Inc | Stock | 9,510 | $6.88M | 0.7% | −12,247−56.3% | Reduced | History |
| MBLYMobileye Global Inc. | Stock | 665,610 | $6.44M | 0.6% | +665,610 | New | History |
| ATIAti Inc | Stock | 32,325 | $6.37M | 0.6% | +32,325 | New | History |
| DPCDPC Holdings PLC | ORDINARY SHARES | 126,500 | $6.21M | 0.6% | +126,500 | New | History |
| JHXJames Hardie Industries plc | Stock | 230,017 | $6.02M | 0.6% | +230,017 | New | History |
| SXTSensient Technologies Corp | COM | 44,807 | $5.52M | 0.5% | +44,807 | New | History |
| INTCIntel Corp | Stock | 38,276 | $5.34M | 0.5% | +38,276 | New | History |
| SMTCSemtech Corp | Stock | 32,321 | $5.23M | 0.5% | +13,471+71.5% | Added | History |
| VICRVicor Corp | COM | 13,650 | $5.18M | 0.5% | +13,650 | New | History |
| ZSZscaler, Inc. | Stock | 36,337 | $5.13M | 0.5% | +36,337 | New | History |
| NDAQNasdaq, Inc. | COM | 64,863 | $5.11M | 0.5% | +64,863 | New | History |
| BIDUBaidu, Inc. | ADR | 44,571 | $5.09M | 0.5% | +44,571 | New | History |
| WHDCactus, Inc. | CL A | 98,078 | $5.02M | 0.5% | +98,078 | New | History |
| MRVLMarvell Technology, Inc. | COM | 16,816 | $5.01M | 0.5% | +16,816 | New | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 61,132 | $4.99M | 0.5% | +61,132 | New | History |
| WWDWoodward, Inc. | COM | 11,587 | $4.93M | 0.5% | +11,587 | New | History |
| ABNBAirbnb, Inc. | Stock | 33,974 | $4.86M | 0.5% | +33,974 | New | History |
| UBERUber Technologies, Inc | Stock | 66,225 | $4.78M | 0.5% | +66,225 | New | History |
| CPCanadian Pacific Kansas City Ltd | COM | 50,998 | $4.42M | 0.4% | +50,998 | New | History |
| PRIMPrimoris Services Corp | Stock | 43,630 | $4.32M | 0.4% | −73,927−62.9% | Reduced | History |
| VRSNVerisign Inc | COM | 16,970 | $4.27M | 0.4% | −3,056−15.3% | Reduced | History |
| NOKNokia Corp | SPONSORED ADR | 308,761 | $4.10M | 0.4% | +6,584+2.2% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 14,699 | $3.96M | 0.4% | +14,699 | New | History |
| AALAmerican Airlines Group Inc. | Stock | 219,238 | $3.96M | 0.4% | +219,238 | New | History |
| TTMITTM Technologies Inc | COM | 19,603 | $3.67M | 0.4% | +19,603 | New | History |
| FLSFlowserve Corp | COM | 49,273 | $3.65M | 0.4% | +49,273 | New | History |
| CGNXCognex Corp | COM | 49,336 | $3.57M | 0.4% | +49,336 | New | History |
| LMBLimbach Holdings, Inc. | COM | 37,585 | $2.89M | 0.3% | +37,585 | New | History |
| BMIBadger Meter Inc | COM | 13,814 | $2.05M | 0.2% | +13,814 | New | History |
| JMIAJumia Technologies AG | SPONSORED ADS | 176,923 | $1.25M | 0.1% | +176,923 | New | History |
| UTIUniversal Technical Institute Inc | COM | 11,081 | $473.9K | <0.1% | +11,081 | New | History |
Sold out since Q1 2026 (24)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 212,788 | $20.5M | 4.1% | History |
| ROSTRoss Stores, Inc. | COM | 85,626 | $18.5M | 3.7% | History |
| DYDycom Industries Inc | COM | 44,921 | $15.2M | 3.1% | History |
| SLBSLB Limited | Stock | 286,944 | $14.7M | 3.0% | History |
| BKRBaker Hughes Co | CL A | 238,057 | $14.5M | 2.9% | History |
| INTUIntuit Inc. | Stock | 33,061 | $14.3M | 2.9% | History |
| FDXFedEx Corp | Stock | 32,833 | $11.7M | 2.3% | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 178,508 | $10.3M | 2.1% | History |
| LITELumentum Holdings Inc. | COM | 12,150 | $8.54M | 1.7% | History |
| DHTDHT Holdings, Inc. | SHS NEW | 429,185 | $7.84M | 1.6% | History |
| DDOGDatadog, Inc. | CL A COM | 53,068 | $6.26M | 1.3% | History |
| SHOPShopify Inc. | Stock | 46,425 | $5.51M | 1.1% | History |
| NVDANVIDIA Corp | Stock | 28,902 | $5.04M | 1.0% | History |
| USFDUS Foods Holding Corp. | COM | 54,048 | $4.98M | 1.0% | History |
| SHLSShoals Technologies Group, Inc. | CL A | 732,064 | $4.82M | 1.0% | History |
| HUBSHubSpot Inc | COM | 16,255 | $3.97M | 0.8% | History |
| AVGOBroadcom Inc. | Stock | 11,275 | $3.49M | 0.7% | History |
| MWHSOLV Energy, Inc. | COM SHS CL A | 103,573 | $3.11M | 0.6% | History |
| COHRCoherent Corp. | COM | 12,895 | $3.07M | 0.6% | History |
| DLRDigital Realty Trust, Inc. | COM | 17,040 | $3.07M | 0.6% | History |
| CDWCDW Corp | COM | 16,813 | $2.03M | 0.4% | History |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 83,883 | $1.82M | 0.4% | History |
| PTRNPattern Group Inc. | COM SER A | 144,028 | $1.79M | 0.4% | History |
| VNETVNET Group, Inc. | SPONSORED ADS A | 195,728 | $1.64M | 0.3% | History |