account_balance
Investment manager · 13F filer · SEC CIK 2064545
Kultura Capital Management LP
Reported value$218Mas of Jun 30, 2026
Positions31 13 new, 7 sold out
Top 10 weight61.8%INTC alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
INTCIntel Corp
13.3%Added +158%
AMATApplied Materials Inc
7.7%New
SNDKSandisk Corp
6.5%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.4%Trimmed −18%
COHUCohu Inc
5.3%New
AEHRAehr Test Systems
5.2%Added +47%
MUMicron Technology Inc
5.0%Trimmed −8%
GOOGLAlphabet Inc.
4.8%Trimmed −43%
NVDANVIDIA Corp
4.5%Added +2%
CRWDCrowdStrike Holdings, Inc.
4.1%
ASMLASML Holding NV
3.8%−28%
AAOIApplied Optoelectronics, Inc.
3.6%+46%
INTCIntel Corp
13.3%Added +158%
AMATApplied Materials Inc
7.7%New
SNDKSandisk Corp
6.5%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.4%−18%
COHUCohu Inc
5.3%New
AEHRAehr Test Systems
5.2%
MUMicron Technology Inc
5.0%
GOOGLAlphabet Inc.
4.8%
NVDANVIDIA Corp
4.5%
CRWD4.1%ASML3.8%AAOI3.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
INTC Intel Corp 13.3% Added +158%AMAT Applied Materials Inc 7.7% NewSNDK Sandisk Corp 6.5% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 5.4% Trimmed −18%COHU Cohu Inc 5.3% NewAEHR Aehr Test Systems 5.2% Added +47%MU Micron Technology Inc 5.0% Trimmed −8%GOOGL Alphabet Inc. 4.8% Trimmed −43%NVDA NVIDIA Corp 4.5% Added +2%CRWD CrowdStrike Holdings, Inc. 4.1% HeldASML ASML Holding NV 3.8% Trimmed −28%AAOI Applied Optoelectronics, Inc. 3.6% Added +46%
What changed
Biggest moves since Mar 31, 2026
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