Kids Capital Management, L.P. In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Kids Capital Management, L.P. reported 11 stock positions worth $122.2 million . Its top holding was Alphabet Class A (GOOGL) at 18.4% of the portfolio, followed by Amazon.com (AMZN, 17.4% ) and MercadoLibre (MELI, 12.2% ). Compared with Q1 2026, it opened 3 new positions, sold out of 4, added to 1 and reduced 2. The biggest buy was a new position in Advanced Energy Industries (AEIS) and the biggest sale an exit from Nu Holdings Ltd./Cayman Isl-A (NU).
Location LOS ANGELES, CA
CIK 0001909180
Portfolio Value $122.2M (Q2 2026) Holdings 11 stocks · $122.2M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 GOOGL Alphabet Inc. Class A 63,000 $22.5M No change AMZN Amazon.com Inc. 89,000 $21.2M No change MELI MercadoLibre Inc. 8,800 $14.9M Add +8.6% BX Blackstone Inc. 100,000 $11.8M Reduce -13.0% HWM Howmet Aerospace Inc. 43,000 $11.6M No change ILMN Illumina Inc. 58,000 $10.2M No change DASH DoorDash Inc. Class A 49,000 $9.0M No change AEIS Advanced Energy Industries 19,500 $7.3M New ALAB Astera Labs Inc. 12,000 $5.8M New ETN Eaton Corp. PLC 13,000 $5.5M New SE Sea Ltd.-ADR 25,000 $2.4M Reduce -39.0%
Options reported separately and not counted above: QQQ calls ($5.2M).
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ NU Nu Holdings Ltd./Cayman Isl-A Sold out 0.00% −5.71 ICE Intercontinental Exchange Inc. Sold out 0.00% −2.97 BX Blackstone Inc. Reduce -13.0% 9.63% −2.88 HOOD Robinhood Markets Inc. Class A Sold out 0.00% −2.82 FLUT Flutter Entertainment PLC-Di Sold out 0.00% −1.78 SE Sea Ltd.-ADR Reduce -39.0% 1.96% −1.25
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ AEIS Advanced Energy Industries New 5.95% +5.95 ALAB Astera Labs Inc. New 4.74% +4.74 ETN Eaton Corp. PLC New 4.53% +4.53 MELI MercadoLibre Inc. Add +8.6% 12.22% −1.02
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 call New 7,000 $5.2M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 11 $122.2M GOOGL, AMZN, MELI, BX, HWM Q1 2026 12 $105.7M AMZN, GOOGL, MELI, BX, HWM Q4 2025 12 $129.9M AMZN, GOOGL, BX, MELI, DASH Q3 2025 12 $126.5M BX, AMZN, MELI, GOOGL, DASH Q2 2025 11 $117.9M MELI, AMZN, BX, HWM, DASH Q1 2025 11 $91.8M MELI, AMZN, BX, HWM, DASH