Kids Capital Management, L.P.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Kids Capital Management, L.P. reported 12 stock positions worth $126.5 million. Its top holding was Blackstone (BX) at 15.5% of the portfolio, followed by Amazon.com (AMZN, 15.4%) and MercadoLibre (MELI, 12.6%). Compared with Q2 2025, it opened 1 new position, added to 3 and reduced 2. The biggest buy was Alphabet Class A (GOOGL, shares +21%) and the biggest sale Howmet Aerospace (HWM, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001909180
- Portfolio Value
- $126.5M (Q3 2025)
- SEC Filing
- 0001420506-25-003314 ↗ filed Nov 14, 2025
Holdings Value
Holdings 12 stocks · $126.5M
| BX Blackstone Inc. | 15.53% | 115,000 | $19.6M | Add +4.5% |
| AMZN Amazon.com Inc. | 15.45% | 89,000 | $19.5M | Add +9.9% |
| MELI MercadoLibre Inc. | 12.56% | 6,800 | $15.9M | Reduce -6.8% |
| GOOGL Alphabet Inc. Class A | 12.10% | 63,000 | $15.3M | Add +21.1% |
| DASH DoorDash Inc. Class A | 10.86% | 50,500 | $13.7M | No change |
| HWM Howmet Aerospace Inc. | 8.53% | 55,000 | $10.8M | Reduce -29.5% |
| ILMN Illumina Inc. | 7.51% | 100,000 | $9.5M | No change |
| FLUT Flutter Entertainment PLC-Di | 5.82% | 29,000 | $7.4M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 5.31% | 420,000 | $6.7M | No change |
| CSGP Costar Group Inc. | 2.67% | 40,000 | $3.4M | New |
| ICE Intercontinental Exchange Inc. | 2.66% | 20,000 | $3.4M | No change |
| BTC Grayscale Bitcoin Mini ETF | 1.00% | 25,000 | $1.3M | No change |
Options reported separately and not counted above: SLB calls ($4.1M).
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
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 |