KR Capital LP — 13F holdings

KR Capital LP reported 79 holdings worth $1.01B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ARMK ARAMARK — $102M (10.1%)
2. PFGC PERFORMANCE FOOD GROUP CO — $58.7M (5.8%)
3. LTH LIFE TIME GROUP HOLDINGS INC — $53.9M (5.3%)
4. AMZN AMAZON COM INC — $45.0M (4.5%)
5. META META PLATFORMS INC — $42.6M (4.2%)
6. V Visa Inc — $35.3M (3.5%)
7. EQIX EQUINIX INC — $30.0M (3.0%)
8. APH AMPHENOL CORP NEW — $26.8M (2.7%)
9. CVNA CARVANA CO — $24.4M (2.4%)
10. CMI CUMMINS INC — $20.4M (2.0%)