Kids Capital Management, L.P.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Kids Capital Management, L.P. reported 11 stock positions worth $91.8 million. Its top holding was MercadoLibre (MELI) at 16.4% of the portfolio, followed by Amazon.com (AMZN, 15.0%) and Blackstone (BX, 14.8%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001909180
- Portfolio Value
- $91.8M (Q1 2025)
- SEC Filing
- 0001420506-25-001026 ↗ filed May 13, 2025
Holdings Value
Holdings 11 stocks · $91.8M
| MELI MercadoLibre Inc. | 16.36% | 7,700 | $15.0M | — |
| AMZN Amazon.com Inc. | 15.03% | 72,500 | $13.8M | — |
| BX Blackstone Inc. | 14.77% | 97,000 | $13.6M | — |
| HWM Howmet Aerospace Inc. | 10.60% | 75,000 | $9.7M | — |
| DASH DoorDash Inc. Class A | 10.05% | 50,500 | $9.2M | — |
| ILMN Illumina Inc. | 8.64% | 100,000 | $7.9M | — |
| GOOGL Alphabet Inc. Class A | 8.40% | 60,000 | $7.7M | — |
| PCOR Procore Technologies Inc. | 5.90% | 82,000 | $5.4M | — |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 4.68% | 420,000 | $4.3M | — |
| INTERCONTINENTAL EXCHANGE IN | 3.76% | 20,000 | $3.5M | — |
| FLUT Flutter Entertainment PLC-Di | 1.81% | 7,500 | $1.7M | — |
Options reported separately and not counted above: SLB calls ($6.7M).
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
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 |