account_balance
Investment manager · 13F filer · SEC CIK 2103364
KR Capital LP
Reported value$1.01Bas of Jun 30, 2026
Positions79 54 new, 24 sold out
Top 10 weight43.6%ARMK alone is 10%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ARMKAramark
10.1%Added +45%
PFGCPerformance Food Group Co
5.8%Added +12%
LTHLife Time Group Holdings, Inc.
5.3%Added +8%
AMZNAmazon.com Inc
4.5%Added +124%
METAMeta Platforms, Inc.
4.2%Added +310%
VVisa Inc.
3.5%Added +18%
EQIXEquinix Inc
3.0%Added +49%
APHAmphenol Corp
2.7%Added +55%
CVNACarvana Co.
2.4%Added +316%
CMICummins Inc
2.0%New
AMDAdvanced Micro Devices Inc
2.0%Added +24%
UUnity Software Inc.
1.7%+129%
ARMKAramark
10.1%Added +45%
PFGCPerformance Food Group Co
5.8%+12%
LTHLife Time Group Holdings, Inc.
5.3%
AMZNAmazon.com Inc
4.5%
METAMeta Platforms, Inc.
4.2%+310%
VVisa Inc.
3.5%
EQIXEquinix Inc
3.0%
APHAmphenol Corp
2.7%
CVNA2.4%CMI2.0%AMD2.0%U1.7%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
ARMK Aramark 10.1% Added +45%PFGC Performance Food Group Co 5.8% Added +12%LTH Life Time Group Holdings, Inc. 5.3% Added +8%AMZN Amazon.com Inc 4.5% Added +124%META Meta Platforms, Inc. 4.2% Added +310%V Visa Inc. 3.5% Added +18%EQIX Equinix Inc 3.0% Added +49%APH Amphenol Corp 2.7% Added +55%CVNA Carvana Co. 2.4% Added +316%CMI Cummins Inc 2.0% NewAMD Advanced Micro Devices Inc 2.0% Added +24%U Unity Software Inc. 1.7% Added +129%
What changed
Biggest moves since Mar 31, 2026
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