Filed: 2/17/2026ACC: 0002064545-26-000002
📋 What this filing means
KULTURA CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $161.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$161.14M
Total AUM (reported)
2.98M
Total Shares
Allocation by class
COM$60.44M37.5%
COM CL A$29.24M18.1%
CL A$28.26M17.5%
CAP STK CL A$10.42M6.5%
SHS NEW$7.35M4.6%
COM NEW$7.33M4.5%
SPONSORED ADS$6.65M4.1%
Portfolio Concentration
Top 3$33.62M20.9%
4–10$53.81M33.4%
11–25$57.20M35.5%
Rest$16.51M10.2%
Top 3 weight
20.9%
Top 10 weight
54.3%
Voting Authority Distribution
Total shares with voting rights: 3.02M
Sole
Full voting authority
2.93M
shares
% of voting shares96.8%
Shared
Joint voting authority
49K
shares
% of voting shares1.6%
None
No voting authority
49K
shares
% of voting shares1.6%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole · 96.8% of voting shares
Institutional Holdings48
Rows:
APPLOVIN CORP
SOLEShares18.10K
TypeSH
Market value$12.20M
7.57%
Sole
18.10K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares59K
TypeSH
Market value$11.00M
6.83%
Sole
59K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.30K
TypeSH
Market value$10.42M
6.47%
Sole
33.30K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares88.90K
TypeSH
Market value$10.05M
6.24%
Sole
88.90K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares15.19K
TypeSH
Market value$10.03M
6.22%
Sole
15.19K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares191.90K
TypeSH
Market value$7.08M
4.39%
Sole
191.90K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares30.60K
TypeSH
Market value$7.06M
4.38%
Sole
30.60K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares57K
TypeSH
Market value$6.69M
4.15%
Sole
57K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares21.88K
TypeSH
Market value$6.65M
4.13%
Sole
21.88K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.90K
TypeSH
Market value$6.24M
3.87%
Sole
12.90K
Shared
0.00
None
0.00
FORD MTR CO
SOLEShares420K
TypeSH
Market value$5.45M
3.38%
Sole
420K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares18.70K
TypeSH
Market value$5.34M
3.31%
Sole
18.70K
Shared
0.00
None
0.00
RUBRIK INC.
SOLEShares69.20K
TypeSH
Market value$5.29M
3.28%
Sole
69.20K
Shared
0.00
None
0.00
SEA LTD
SOLEShares38.99K
TypeSH
Market value$4.97M
3.09%
Sole
38.99K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares16.50K
TypeSH
Market value$4.88M
3.03%
Sole
16.50K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares20.30K
TypeSH
Market value$4.75M
2.95%
Sole
20.30K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares18.40K
TypeSH
Market value$4.23M
2.63%
Sole
18.40K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares11.50K
TypeSH
Market value$3.98M
2.47%
Sole
11.50K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares7.60K
TypeSH
Market value$3.56M
2.21%
Sole
7.60K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares36K
TypeSH
Market value$3.13M
1.94%
Sole
36K
Shared
0.00
None
0.00
POET TECHNOLOGIES INC
SOLEShares407.30K
TypeSH
Market value$2.58M
1.60%
Sole
407.30K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares147.30K
TypeSH
Market value$2.47M
1.53%
Sole
147.30K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares6.40K
TypeSH
Market value$2.36M
1.46%
Sole
6.40K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares29.60K
TypeSH
Market value$2.12M
1.32%
Sole
29.60K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares14.70K
TypeSH
Market value$2.09M
1.30%
Sole
14.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 18.10K | SH | $12.20M 7.57% | 18.10K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 59K | SH | $11.00M 6.83% | 59K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 33.30K | SH | $10.42M 6.47% | 33.30K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 88.90K | SH | $10.05M 6.24% | 88.90K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 15.19K | SH | $10.03M 6.22% | 15.19K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 191.90K | SH | $7.08M 4.39% | 191.90K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 30.60K | SH | $7.06M 4.38% | 30.60K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 57K | SH | $6.69M 4.15% | 57K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 21.88K | SH | $6.65M 4.13% | 21.88K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.90K | SH | $6.24M 3.87% | 12.90K | 0.00 | 0.00 |
FORD MTR COSOLE | COM | 420K | SH | $5.45M 3.38% | 420K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 18.70K | SH | $5.34M 3.31% | 18.70K | 0.00 | 0.00 |
RUBRIK INC.SOLE | CL A | 69.20K | SH | $5.29M 3.28% | 69.20K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 38.99K | SH | $4.97M 3.09% | 38.99K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 16.50K | SH | $4.88M 3.03% | 16.50K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 20.30K | SH | $4.75M 2.95% | 20.30K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 18.40K | SH | $4.23M 2.63% | 18.40K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 11.50K | SH | $3.98M 2.47% | 11.50K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.60K | SH | $3.56M 2.21% | 7.60K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 36K | SH | $3.13M 1.94% | 36K | 0.00 | 0.00 |
POET TECHNOLOGIES INCSOLE | COM NEW | 407.30K | SH | $2.58M 1.60% | 407.30K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 147.30K | SH | $2.47M 1.53% | 147.30K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 6.40K | SH | $2.36M 1.46% | 6.40K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 29.60K | SH | $2.12M 1.32% | 29.60K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 14.70K | SH | $2.09M 1.30% | 14.70K | 0.00 | 0.00 |
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