DOSSIER · 13F-HR · Q2 2026

KIDS CAPITAL MANAGEMENT, L.P.

$127M in tracked AUM across 12 positions as of Q2 2026.

KC
CIK 0001909180 · last filed Jun 30, 2026
Total AUM
$127M
as of Q2 2026
Holdings
12
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Kids Capital Management, L.P. reported a significant contraction in portfolio assets during the quarter ending September 30, 2025. The total portfolio value decreased by 29.9%, dropping from $121.94 million to $85.42 million. This decline in asset value is driven not only by potential market depreciation but also by a substantial reduction in exposure, evidenced by the exit from five previous positions. The fund maintains a highly concentrated portfolio consisting of only...

Key Holdings

The portfolio is anchored by large-cap growth and financial leaders, with Blackstone Inc. (BX) serving as the largest position at 23.0% ($19.65M). This suggests a strong bullish outlook on alternative asset management and the broader financial cycle. MercadoLibre follows closely at 18.6% ($15.89M), representing the fund's primary bet on Latin American e-commerce and fintech growth, though the firm did trim this position by 6.8% during the quarter.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$23M63K17.7%
02
AMZN
AMAZON COM INC
$21M89K16.7%
03
MELI
MERCADOLIBRE INC
$15M9K11.7%
04
BX
BLACKSTONE INC
$12M100K9.2%
05
HWM
HOWMET AEROSPACE INC
$12M43K9.1%
06
ILMN
ILLUMINA INC
$10M58K8.0%
07
DASH
DOORDASH INC
$9M49K7.1%
08
AEIS
ADVANCED ENERGY INDS
$7M20K5.7%
09
ALAB
ASTERA LABS INC
$6M12K4.5%
10
G29183103
EATON CORP PLC
$6M13K4.3%

Filing history

2026Q2Jun 30
$127M 20.5%
12 positionsView →
2026Q1Mar 31
$106M 21.4%
12 positionsView →
2025Q4Dec 31
$134M 57.4%
13 positionsView →
2025Q3Sep 30
$85M 29.9%
8 positionsView →
2025Q2Jun 30
$122M 102.1%
12 positionsLocked
2025Q1Mar 31
$60M 33.9%
8 positionsLocked
2022Q4Dec 31
$45M 12.0%
10 positionsLocked
2022Q3Sep 30
$51M 0.8%
9 positionsLocked
2022Q2Jun 30
$51M 46.4%
9 positionsLocked
2022Q1Mar 31
$95M 19.0%
11 positionsLocked
2021Q4Dec 31
$117M
11 positionsLocked