Kids Capital Management, L.P.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Kids Capital Management, L.P. reported 12 stock positions worth $129.9 million. Its top holding was Amazon.com (AMZN) at 15.8% of the portfolio, followed by Alphabet Class A (GOOGL, 15.2%) and Blackstone (BX, 13.6%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 3 and reduced 1. The biggest buy was a new position in Sea Ltd.-ADR (SE) and the biggest sale an exit from Costar (CSGP).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001909180
- Portfolio Value
- $129.9M (Q4 2025)
- SEC Filing
- 0001420506-26-000389 ↗ filed Feb 13, 2026
Holdings Value
Holdings 12 stocks · $129.9M
| AMZN Amazon.com Inc. | 15.82% | 89,000 | $20.5M | No change |
| GOOGL Alphabet Inc. Class A | 15.18% | 63,000 | $19.7M | No change |
| BX Blackstone Inc. | 13.65% | 115,000 | $17.7M | No change |
| MELI MercadoLibre Inc. | 12.10% | 7,800 | $15.7M | Add +14.7% |
| DASH DoorDash Inc. Class A | 9.03% | 51,800 | $11.7M | Add +2.6% |
| ILMN Illumina Inc. | 8.89% | 88,000 | $11.5M | Reduce -12.0% |
| HWM Howmet Aerospace Inc. | 8.68% | 55,000 | $11.3M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 5.41% | 420,000 | $7.0M | No change |
| FLUT Flutter Entertainment PLC-Di | 4.97% | 30,000 | $6.5M | Add +3.5% |
| SE Sea Ltd.-ADR | 3.04% | 31,000 | $4.0M | New |
| ICE Intercontinental Exchange Inc. | 2.49% | 20,000 | $3.2M | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.75% | 25,000 | $968K | No change |
Options reported separately and not counted above: SLB calls ($4.6M).
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |