Kids Capital Management, L.P.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Kids Capital Management, L.P. reported 11 stock positions worth $117.9 million. Its top holding was MercadoLibre (MELI) at 16.2% of the portfolio, followed by Amazon.com (AMZN, 15.1%) and Blackstone (BX, 14.0%). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 4 and reduced 2. The biggest buy was Flutter Entertainment PLC-Di (FLUT, shares +287%) and the biggest sale an exit from Procore Technologies (PCOR).

Most Recent 13F
Q2 2026
Location
LOS ANGELES, CA
CIK
0001909180
Portfolio Value
$117.9M (Q2 2025)
SEC Filing
0001420506-25-002058 ↗ filed Aug 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2025: $91.8M Q1 2025 Q2 2025: $117.9M $117.9M Q2 2025 Q3 2025: $126.5M Q3 2025 Q4 2025: $129.9M Q4 2025 Q1 2026: $105.7M Q1 2026 Q2 2026: $122.2M Q2 2026

Holdings 11 stocks · $117.9M
MELI MercadoLibre Inc. 16.18% 7,300 $19.1M Reduce -5.2%
AMZN Amazon.com Inc. 15.07% 81,000 $17.8M Add +11.7%
BX Blackstone Inc. 13.96% 110,000 $16.5M Add +13.4%
HWM Howmet Aerospace Inc. 12.32% 78,000 $14.5M Add +4.0%
DASH DoorDash Inc. Class A 10.56% 50,500 $12.4M No change
ILMN Illumina Inc. 8.09% 100,000 $9.5M No change
GOOGL Alphabet Inc. Class A 7.77% 52,000 $9.2M Reduce -13.3%
FLUT Flutter Entertainment PLC-Di 7.03% 29,000 $8.3M Add +286.7%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 4.89% 420,000 $5.8M No change
ICE Intercontinental Exchange Inc. 3.11% 20,000 $3.7M New
BTC Grayscale Bitcoin Mini ETF 1.01% 25,000 $1.2M New

Options reported separately and not counted above: SLB calls ($4.1M).

Portfolio Sells Q1 2025 → Q2 2025
PCOR Procore Technologies Inc. Sold out 0.00% −5.90
INTERCONTINENTAL EXCHANGE IN Sold out 0.00% −3.76
GOOGL Alphabet Inc. Class A Reduce -13.3% 7.77% −0.62
MELI MercadoLibre Inc. Reduce -5.2% 16.18% −0.18

Portfolio Buys Q1 2025 → Q2 2025
FLUT Flutter Entertainment PLC-Di Add +286.7% 7.03% +5.22
ICE Intercontinental Exchange Inc. New 3.11% +3.11
HWM Howmet Aerospace Inc. Add +4.0% 12.32% +1.72
BTC Grayscale Bitcoin Mini ETF New 1.01% +1.01
AMZN Amazon.com Inc. Add +11.7% 15.07% +0.05
BX Blackstone Inc. Add +13.4% 13.96% −0.81

Options Activity Q1 2025 → Q2 2025
SLB SLB Ltd. call Reduce -25.0% 120,000 $4.1M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$122.2MGOOGL, AMZN, MELI, BX, HWM
Q1 2026 12$105.7MAMZN, GOOGL, MELI, BX, HWM
Q4 2025 12$129.9MAMZN, GOOGL, BX, MELI, DASH
Q3 2025 12$126.5MBX, AMZN, MELI, GOOGL, DASH
Q2 2025 11$117.9MMELI, AMZN, BX, HWM, DASH
Q1 2025 11$91.8MMELI, AMZN, BX, HWM, DASH