DOSSIER · 13F-HR · Q2 2026

Kintayl Capital LP

$252M in tracked AUM across 61 positions as of Q2 2026.

KC
CIK 0002032385 · last filed Jun 30, 2026
Total AUM
$252M
as of Q2 2026
Holdings
61
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Kintayl Capital LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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
SPY
STATE STR SPDR S&P 500 ETF T
$29M39K11.4%
02
WTRG
ESSENTIAL UTILS INC
$18M463K7.0%
03
NATL
NCR ATLEOS CORPORATION
$12M278K4.8%
04
SLAB
SILICON LABORATORIES INC
$12M53K4.6%
05
HYG
ISHARES TR
$9M115K3.7%
06
AAUC
ALLIED GOLD CORP
$9M387K3.7%
07
EA
ELECTRONIC ARTS INC
$9M44K3.6%
08
ORLA
ORLA MNG LTD NEW
$8M799K3.1%
09
D
DOMINION ENERGY INC
$8M112K3.0%
10
AVB
AVALONBAY CMNTYS INC
$7M38K2.8%

Filing history

2026Q2Jun 30
$252M 31.1%
61 positionsView →
2026Q1Mar 31
$192M 16.0%
54 positionsView →
2025Q4Dec 31
$166M 2.1%
44 positionsView →
2025Q3Sep 30
$162M 10.5%
37 positionsView →
2025Q2Jun 30
$181M 116.6%
40 positionsLocked
2025Q1Mar 31
$84M 22.8%
21 positionsLocked
2024Q4Dec 31
$108M
22 positionsLocked