KTF INVESTMENTS, LLC — 13F holdings

KTF INVESTMENTS, LLC reported 89 holdings worth $932M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. DORM DORMAN PRODS INC — $106M (11.4%)
2. MU MICRON TECHNOLOGY INC — $79.3M (8.5%)
3. TSLA TESLA INC — $62.1M (6.7%)
4. HD HOME DEPOT INC — $61.4M (6.6%)
5. DELL DELL TECHNOLOGIES INC — $59.8M (6.4%)
6. NVDA NVIDIA CORPORATION — $51.0M (5.5%)
7. AVGO BROADCOM INC — $43.2M (4.6%)
8. AMZN AMAZON COM INC — $37.7M (4.0%)
9. URI UNITED RENTALS INC — $35.9M (3.9%)
10. MOD MODINE MFG CO — $31.7M (3.4%)