KARL KAPITAL LLC

PrivateCIK: 2058849
Location

SAN FRANCISCO, CA

22
Positions
$144.35M
Total AUM (reported)
6.04M
Total Shares

Allocation by class

TOTAL AUM$144.35M22 positions
COM$90.30M62.6%
COM CL A$23.85M16.5%
COM VTG$11.69M8.1%
SPON ADS CL A$6.56M4.5%
CL A COM$4.73M3.3%
CL A$3.76M2.6%
SHS$3.47M2.4%

Portfolio Concentration

Top 326.6%4–1035.2%11–2538.3%TOP 1061.7%0%100%
Top 3$38.33M26.6%
4–10$50.75M35.2%
11–25$55.28M38.3%

Top 3 weight

26.6%

Top 10 weight

61.7%

Voting Authority Distribution

Total shares with voting rights: 6.04M

Sole

Full voting authority

6.04M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:

ENCORE CAP GROUP INC

SOLE
COM
Shares222.61K
TypeSH
Market value$15.61M
10.81%
Sole
222.61K
Shared
0.00
None
0.00

FLYWIRE CORPORATION

SOLE
COM VTG
Shares1M
TypeSH
Market value$11.69M
8.10%
Sole
1M
Shared
0.00
None
0.00

SKYWARD SPECIALTY INS GROUP

SOLE
COM
Shares252.41K
TypeSH
Market value$11.03M
7.64%
Sole
252.41K
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

SOLE
COM
Shares55.55K
TypeSH
Market value$10.13M
7.02%
Sole
55.55K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares18K
TypeSH
Market value$7.66M
5.31%
Sole
18K
Shared
0.00
None
0.00

UWM HOLDINGS CORPORATION

SOLE
COM CL A
Shares2.01M
TypeSH
Market value$7.28M
5.05%
Sole
2.01M
Shared
0.00
None
0.00

UMB FINL CORP

SOLE
COM
Shares62.31K
TypeSH
Market value$7.03M
4.87%
Sole
62.31K
Shared
0.00
None
0.00

FUTU HLDGS LTD

SOLE
SPON ADS CL A
Shares47.95K
TypeSH
Market value$6.56M
4.54%
Sole
47.95K
Shared
0.00
None
0.00

AFFIRM HLDGS INC

SOLE
COM CL A
Shares140.29K
TypeSH
Market value$6.43M
4.45%
Sole
140.29K
Shared
0.00
None
0.00

SEI INVTS CO

SOLE
COM
Shares72.14K
TypeSH
Market value$5.66M
3.92%
Sole
72.14K
Shared
0.00
None
0.00

LPL FINL HLDGS INC

SOLE
COM
Shares17.99K
TypeSH
Market value$5.41M
3.75%
Sole
17.99K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares17.29K
TypeSH
Market value$5.22M
3.62%
Sole
17.29K
Shared
0.00
None
0.00

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares31.52K
TypeSH
Market value$4.96M
3.43%
Sole
31.52K
Shared
0.00
None
0.00

VALLEY NATL BANCORP

SOLE
COM
Shares403.72K
TypeSH
Market value$4.96M
3.43%
Sole
403.72K
Shared
0.00
None
0.00

ROCKET COS INC

SOLE
COM CL A
Shares344.56K
TypeSH
Market value$4.91M
3.40%
Sole
344.56K
Shared
0.00
None
0.00

ACADIAN ASSET MANAGEMENT INC

SOLE
COM
Shares90.05K
TypeSH
Market value$4.90M
3.39%
Sole
90.05K
Shared
0.00
None
0.00

PROGRESSIVE CORP

SOLE
COM
Shares24.45K
TypeSH
Market value$4.85M
3.36%
Sole
24.45K
Shared
0.00
None
0.00

RIDGEPOST CAP INC

SOLE
CL A COM
Shares651.08K
TypeSH
Market value$4.73M
3.27%
Sole
651.08K
Shared
0.00
None
0.00

ENOVA INTL INC

SOLE
COM
Shares34.64K
TypeSH
Market value$4.71M
3.26%
Sole
34.64K
Shared
0.00
None
0.00

BGC GROUP INC

SOLE
CL A
Shares383.97K
TypeSH
Market value$3.76M
2.60%
Sole
383.97K
Shared
0.00
None
0.00

UBS GROUP AG

SOLE
SHS
Shares88.87K
TypeSH
Market value$3.47M
2.41%
Sole
88.87K
Shared
0.00
None
0.00

CENTURY COMMUNITIES INC

SOLE
COM
Shares59.35K
TypeSH
Market value$3.41M
2.36%
Sole
59.35K
Shared
0.00
None
0.00