Institutions / Kultura Capital Management LP

Kultura Capital Management LP

CIK 2064545 · Institution · as of Dec 31, 2025
Portfolio value
$137.83M
Positions
36
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 36 →
CompanyClassValueShares% of portfolio
AppLovin Corp$12.20M18,1008.8%
NVIDIA Corp$11.00M59,0008.0%
Alphabet Inc.$10.42M33,3007.6%
Robinhood Markets, Inc.$10.05M88,9007.3%
Meta Platforms Inc$10.03M15,1907.3%
Intel Corp$7.08M191,9005.1%
Amazon.com Inc$7.06M30,6005.1%
Tower Semiconductor Ltd$6.69M57,0004.9%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$6.65M21,8804.8%
Rubrik, Inc.$5.29M69,2003.8%
Sea Ltd$4.97M38,9883.6%
Celestica IncCLSCommon Stock$4.88M16,5003.5%
Ciena Corp$4.75M20,3003.4%
Reddit, Inc.$4.23M18,4003.1%
Broadcom Inc.$3.98M11,5002.9%
CrowdStrike Holdings, Inc.$3.56M7,6002.6%
Bloom Energy Corp$3.13M36,0002.3%
Nu Hldgs Ltd$2.47M147,3001.8%
Lumentum Hldgs Inc$2.36M6,4001.7%
Micron Technology Inc$2.28M8,0001.7%
Twilio Inc$2.09M14,7001.5%
MercadoLibre, Inc.$2.01M1,0001.5%
Figma, Inc.FIGCommon Stock$1.72M46,0001.2%
Corning Inc /Ny$1.66M19,0001.2%
Teradyne, Inc$1.51M7,8001.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.