Q2 2026 13F · SEC CIK 1909180
Kids Capital Management, L.P.
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $122.2M
- Reported positions
- 11
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2.0 yrs
Kids Capital Management, L.P. is a hedge fund that reported 11 positions worth $122.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Alphabet Inc (GOOGL, 18.4%), Amazon Com Inc Com (AMZN, 17.4%), Mercadolibre Inc (MELI, 12.2%).
Kids Capital Management, L.P. holdings all 11 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| GOOGLAlphabet Inc | 18.4% | +0.0% | $22.5M |
| AMZNAmazon Com Inc Com | 17.4% | +0.0% | $21.2M |
| MELIMercadolibre Inc | 12.2% | +8.6% | $14.9M |
| BXBlackstone Inc Com | 9.6% | -13.0% | $11.8M |
| HWMHowmet Aerospace Inc | 9.5% | +0.0% | $11.6M |
| ILMNIllumina Inc | 8.3% | +0.0% | $10.2M |
| DASHDoordash Inc | 7.4% | +0.0% | $9.0M |
| AEISAdvanced Energy Inds | 5.9% | — | $7.3M |
| ALABAstera Labs Inc | 4.7% | — | $5.8M |
| ETNEaton Corp PLC | 4.5% | — | $5.5M |
| SESea Ltd | 2.0% | -39.0% | $2.4M |
What Kids Capital Management, L.P. bought and sold in Q2 2026, against Q1 2026.
New positions
- AEIS Advanced Energy Inds5.9% of 13F
- ALAB Astera Labs Inc4.7% of 13F
- ETN Eaton Corp PLC4.5% of 13F
Added to
- MELI Mercadolibre Inc+8.6% shares
Reduced
- SE Sea Ltd-39.0% shares
- BX Blackstone Inc Com-13.0% shares
Sold out
- NU Nu Hldgs Ltdwas 5.7%
- ICE Intercontinental Exchange inwas 3.0%
- HOOD Robinhood Mkts Incwas 2.8%
- FLUT Flutter Entmt PLCwas 1.8%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +7.1% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $122.2M | 11 |
| Q1 2026 | $105.7M | 12 |
| Q4 2025 | $129.9M | 12 |
| Q3 2025 | $126.5M | 12 |
| Q2 2025 | $117.9M | 11 |
| Q1 2025 | $91.8M | 11 |
| Q4 2022 | $28.1M | 6 |
| Q3 2022 | $32.8M | 6 |
| Q2 2022 | $32.4M | 7 |
| Q1 2022 | $64.7M | 9 |
| Q4 2021 | $79.5M | 8 |
Questions about Kids Capital Management, L.P.'s portfolio
What stocks does Kids Capital Management, L.P. own?
Kids Capital Management, L.P.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 11 positions worth $122.2M. The largest are Alphabet Inc (GOOGL) at 18.4%, Amazon Com Inc Com (AMZN) at 17.4%, Mercadolibre Inc (MELI) at 12.2%, Blackstone Inc Com (BX) at 9.6% and Howmet Aerospace Inc (HWM) at 9.5%.
What did Kids Capital Management, L.P. buy last quarter?
In Q2 2026, Kids Capital Management, L.P. added a new position in Advanced Energy Inds (AEIS), a new position in Astera Labs Inc (ALAB), a new position in Eaton Corp PLC (ETN) and Mercadolibre Inc (MELI) (+8.6% shares), compared with its Q1 2026 filing.
What did Kids Capital Management, L.P. sell last quarter?
In Q2 2026, Kids Capital Management, L.P. sold all of Nu Hldgs Ltd (NU), sold all of Intercontinental Exchange in (ICE), sold all of Robinhood Mkts Inc (HOOD), sold all of Flutter Entmt PLC (FLUT), Sea Ltd (SE) (-39.0% shares) and Blackstone Inc Com (BX) (-13.0% shares), compared with its Q1 2026 filing.
When is Kids Capital Management, L.P.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Kids Capital Management, L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.