Kids Capital Management, L.P.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Kids Capital Management, L.P. reported 12 stock positions worth $105.7 million. Its top holding was Amazon.com (AMZN) at 17.5% of the portfolio, followed by Alphabet Class A (GOOGL, 17.1%) and MercadoLibre (MELI, 13.2%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 2 and reduced 4. The biggest buy was a new position in Robinhood Markets Class A (HOOD) and the biggest sale Flutter Entertainment PLC-Di (FLUT, shares −38%).

Most Recent 13F
Q2 2026
Location
LOS ANGELES, CA
CIK
0001909180
Portfolio Value
$105.7M (Q1 2026)
SEC Filing
0001420506-26-001060 ↗ filed May 15, 2026

Holdings Value

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

Holdings 12 stocks · $105.7M
AMZN Amazon.com Inc. 17.53% 89,000 $18.5M No change
GOOGL Alphabet Inc. Class A 17.13% 63,000 $18.1M No change
MELI MercadoLibre Inc. 13.24% 8,100 $14.0M Add +3.9%
BX Blackstone Inc. 12.51% 115,000 $13.2M No change
HWM Howmet Aerospace Inc. 9.37% 43,000 $9.9M Reduce -21.8%
DASH DoorDash Inc. Class A 6.96% 49,000 $7.4M Reduce -5.4%
ILMN Illumina Inc. 6.76% 58,000 $7.1M Reduce -34.1%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 5.71% 420,000 $6.0M No change
SE Sea Ltd.-ADR 3.21% 41,000 $3.4M Add +32.3%
ICE Intercontinental Exchange Inc. 2.97% 20,000 $3.1M No change
HOOD Robinhood Markets Inc. Class A 2.82% 43,000 $3.0M New
FLUT Flutter Entertainment PLC-Di 1.78% 18,500 $1.9M Reduce -38.3%

Portfolio Sells Q4 2025 → Q1 2026
FLUT Flutter Entertainment PLC-Di Reduce -38.3% 1.78% −3.18
ILMN Illumina Inc. Reduce -34.1% 6.76% −2.12
DASH DoorDash Inc. Class A Reduce -5.4% 6.96% −2.07
BTC Grayscale Bitcoin Mini ETF Sold out 0.00% −0.75
HWM Howmet Aerospace Inc. Reduce -21.8% 9.37% +0.69

Portfolio Buys Q4 2025 → Q1 2026
HOOD Robinhood Markets Inc. Class A New 2.82% +2.82
MELI MercadoLibre Inc. Add +3.9% 13.24% +1.15
SE Sea Ltd.-ADR Add +32.3% 3.21% +0.17

Options Activity Q4 2025 → Q1 2026
SLB SLB Ltd. call Sold out 120,000 $4.6Mbefore exit

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