Kultura Capital Management LP — 13F holdings

Kultura Capital Management LP reported 66 holdings worth $553M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. QQQ Invesco Qqq Tr — $82.9M (15.0%)
2. INTC INTEL CORP — $38.1M (6.9%)
3. SMH VANECK ETF TRUST — $35.4M (6.4%)
4. NOK NOKIA CORP — $21.5M (3.9%)
5. DRAM ROUNDHILL ETF TRUST — $20.7M (3.7%)
6. MSFT MICROSOFT CORP — $20.2M (3.6%)
7. AVGO BROADCOM INC — $18.3M (3.3%)
8. AMAT APPLIED MATLS INC — $16.8M (3.0%)
9. SMCI SUPER MICRO COMPUTER INC — $15.0M (2.7%)
10. SNDK SANDISK CORP — $14.1M (2.5%)