Filed: 8/14/2025ACC: 0001420506-25-002058
π What this filing means
KIDS CAPITAL MANAGEMENT, L.P. filed this quarterly 13FβHR report disclosing 12 equity positions with a total reported market value of $121.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$121.94M
Total AUM (reported)
1.09M
Total Shares
Allocation by class
COM$81.03M66.5%
CL A$12.45M10.2%
CAP STK CL A$9.16M7.5%
SHS$8.29M6.8%
ORD SHS CL A$5.76M4.7%
COM STK$4.06M3.3%
SHS NEW$1.19M1.0%
Portfolio Concentration
Top 3$53.30M43.7%
4β10$63.78M52.3%
11β25$4.86M4.0%
Top 3 weight
43.7%
Top 10 weight
96.0%
Voting Authority Distribution
Total shares with voting rights: 1.09M
Sole
Full voting authority
1.09M
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)
Sole12
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings12
Rows:
MERCADOLIBRE INC
SOLEShares7.30K
TypeSH
Market value$19.08M
15.65%
Sole
7.30K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares81K
TypeSH
Market value$17.77M
14.57%
Sole
81K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares110K
TypeSH
Market value$16.45M
13.49%
Sole
110K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares78K
TypeSH
Market value$14.52M
11.91%
Sole
78K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares50.50K
TypeSH
Market value$12.45M
10.21%
Sole
50.50K
Shared
0.00
None
0.00
ILLUMINA INC
SOLEShares100K
TypeSH
Market value$9.54M
7.82%
Sole
100K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares52K
TypeSH
Market value$9.16M
7.51%
Sole
52K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares29K
TypeSH
Market value$8.29M
6.80%
Sole
29K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares420K
TypeSH
Market value$5.76M
4.73%
Sole
420K
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares120K
TypeSH
Market value$4.06M
3.33%
Sole
120K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares20K
TypeSH
Market value$3.67M
3.01%
Sole
20K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN MINI TR ET
SOLEShares25K
TypeSH
Market value$1.19M
0.98%
Sole
25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 7.30K | SH | $19.08M 15.65% | 7.30K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 81K | SH | $17.77M 14.57% | 81K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 110K | SH | $16.45M 13.49% | 110K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 78K | SH | $14.52M 11.91% | 78K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 50.50K | SH | $12.45M 10.21% | 50.50K | 0.00 | 0.00 |
ILLUMINA INCSOLE | COM | 100K | SH | $9.54M 7.82% | 100K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 52K | SH | $9.16M 7.51% | 52K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 29K | SH | $8.29M 6.80% | 29K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 420K | SH | $5.76M 4.73% | 420K | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 120K | SH | $4.06M 3.33% | 120K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 20K | SH | $3.67M 3.01% | 20K | 0.00 | 0.00 |
GRAYSCALE BITCOIN MINI TR ETSOLE | SHS NEW | 25K | SH | $1.19M 0.98% | 25K | 0.00 | 0.00 |