KIDS CAPITAL MANAGEMENT, L.P. — 13F holdings

KIDS CAPITAL MANAGEMENT, L.P. reported 12 holdings worth $127M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. GOOGL ALPHABET INC — $22.5M (17.7%)
2. AMZN AMAZON COM INC — $21.2M (16.7%)
3. MELI Mercadolibre Inc — $14.9M (11.7%)
4. BX Blackstone Inc — $11.8M (9.2%)
5. HWM HOWMET AEROSPACE INC — $11.6M (9.1%)
6. ILMN ILLUMINA INC — $10.2M (8.0%)
7. DASH DOORDASH INC — $9.04M (7.1%)
8. AEIS ADVANCED ENERGY INDS — $7.27M (5.7%)
9. ALAB ASTERA LABS INC — $5.80M (4.6%)
10. ETN EATON CORP PLC — $5.54M (4.3%)