KR Capital LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), KR Capital LP reported 49 stock positions worth $498.9 million. Its top holding was Aramark (ARMK) at 10.1% of the portfolio, followed by Performance Food (PFGC, 8.0%) and Life Time (LTH, 6.6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK CITY, NY
- CIK
- 0002103364
- Portfolio Value
- $498.9M (Q1 2026)
- SEC Filing
- 0002103364-26-000003 ↗ filed May 15, 2026
Holdings Value
Holdings 49 stocks · $498.9M
| ARMK Aramark | 10.08% | 1,240,768 | $50.3M | — |
| PFGC Performance Food Group Co. | 8.03% | 467,731 | $40.1M | — |
| LTH Life Time Group Holdings Inc. | 6.58% | 1,219,459 | $32.9M | — |
| V Visa Inc. Class A | 5.28% | 87,144 | $26.3M | — |
| NFLX Netflix Inc. | 4.10% | 212,788 | $20.5M | — |
| EQIX Equinix Inc. | 3.78% | 19,250 | $18.9M | — |
| ROST Ross Stores Inc. | 3.72% | 85,626 | $18.5M | — |
| AMZN Amazon.com Inc. | 3.52% | 84,215 | $17.5M | — |
| PRIM Primoris Services Corp. | 3.37% | 117,557 | $16.8M | — |
| DY Dycom Industries Inc. | 3.05% | 44,921 | $15.2M | — |
| SLB SLB Ltd. filed as SLB LIMITED | 2.96% | 286,944 | $14.7M | — |
| BKR Baker Hughes Co. | 2.91% | 238,057 | $14.5M | — |
| INTU Intuit Inc. | 2.87% | 33,061 | $14.3M | — |
| VEEV Veeva Systems Inc. Class A | 2.60% | 73,797 | $13.0M | — |
| APH Amphenol Corp. Class A | 2.49% | 98,339 | $12.4M | — |
| FDX FedEx Corp. | 2.34% | 32,833 | $11.7M | — |
| META Meta Platforms Inc. Class A | 2.11% | 18,427 | $10.5M | — |
| KNX Knight-Swift Transportation | 2.06% | 178,508 | $10.3M | — |
| LITE Lumentum Holdings Inc. | 1.71% | 12,150 | $8.5M | — |
| MKSI MKS Inc. | 1.70% | 36,806 | $8.5M | — |
| DHT DHT Holdings Inc. | 1.57% | 429,185 | $7.8M | — |
| SPGI S&P Global Inc. | 1.53% | 17,945 | $7.6M | — |
| AMAT Applied Materials Inc. | 1.49% | 21,757 | $7.4M | — |
| BE Bloom Energy Corp. Class A | 1.45% | 53,424 | $7.2M | — |
| DDOG Datadog Inc. Class A | 1.26% | 53,068 | $6.3M | — |
| U Unity Software Inc. | 1.18% | 268,336 | $5.9M | — |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.15% | 4,349 | $5.7M | — |
| AMD Advanced Micro Devices | 1.15% | 28,173 | $5.7M | — |
| CVNA Carvana Co. | 1.12% | 17,817 | $5.6M | — |
| SHOP Shopify Inc. Class A | 1.10% | 46,425 | $5.5M | — |
| NVDA Nvidia Corp. | 1.01% | 28,902 | $5.0M | — |
| LPLA LPL Financial Holdings Inc. | 1.00% | 16,656 | $5.0M | — |
| USFD US Foods Holding Corp. | 1.00% | 54,048 | $5.0M | — |
| VRSN Verisign Inc. | 1.00% | 20,026 | $5.0M | — |
| SHLS Shoals Technologies Group -A | 0.97% | 732,064 | $4.8M | — |
| HUBS HubSpot Inc. | 0.80% | 16,255 | $4.0M | — |
| AVGO Broadcom Inc. | 0.70% | 11,275 | $3.5M | — |
| MWH Solv Energy Inc. Class A | 0.62% | 103,573 | $3.1M | — |
| COHR Coherent Corp. | 0.62% | 12,895 | $3.1M | — |
| DLR Digital Realty Trust Inc. | 0.62% | 17,040 | $3.1M | — |
| NOK Nokia Corp.-Spon ADR | 0.49% | 302,177 | $2.4M | — |
| NTNX Nutanix Inc. Class A | 0.49% | 63,768 | $2.4M | — |
| WDC Western Digital Corp. | 0.43% | 8,013 | $2.2M | — |
| CDW CDW Corp. | 0.41% | 16,813 | $2.0M | — |
| ASX Ase Technology Holding -ADR | 0.36% | 83,883 | $1.8M | — |
| PTRN Pattern Group Inc. Class A | 0.36% | 144,028 | $1.8M | — |
| VNET Vnet Group Inc.-ADR | 0.33% | 195,728 | $1.6M | — |
| SMTC Semtech Corp. | 0.29% | 18,850 | $1.4M | — |
| TH Target Hospitality Corp. | 0.26% | 137,691 | $1.3M | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.