Filed: 5/15/2026ACC: 0002064545-26-000003
📋 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 $637.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$637.74M
Total AUM (reported)
3.71M
Total Shares
Allocation by class
SPONSORED ADS$388.85M61.0%
COM$107.49M16.9%
CAP STK CL A$31.95M5.0%
COM NEW$18.32M2.9%
COM CL A$18.31M2.9%
CL A$16.00M2.5%
UNIT SER 1$14.66M2.3%
Portfolio Concentration
Top 3$429.37M67.3%
4–10$78.47M12.3%
11–25$89.57M14.0%
Rest$40.33M6.3%
Top 3 weight
67.3%
Top 10 weight
79.6%
Voting Authority Distribution
Total shares with voting rights: 2.18M
Sole
Full voting authority
2.18M
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)
Sole48
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares49.68K
TypeSH
Market value$382.76M
60.02%
Sole
30.38K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares111.10K
TypeSH
Market value$31.95M
5.01%
Sole
51.20K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares25.40K
TypeSH
Market value$14.66M
2.30%
Sole
25.40K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares69.30K
TypeSH
Market value$14.10M
2.21%
Sole
69.30K
Shared
0.00
None
0.00
SUPER MICRO COMPUTER INC
SOLEShares509.90K
TypeSH
Market value$11.61M
1.82%
Sole
509.90K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares255.80K
TypeSH
Market value$11.29M
1.77%
Sole
80.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares54.20K
TypeSH
Market value$11.29M
1.77%
Sole
0.00
Shared
0.00
None
0.00
ISHARES INC
SOLEShares90K
TypeSH
Market value$11.07M
1.74%
Sole
0.00
Shared
0.00
None
0.00
TESLA INC
SOLEShares29K
TypeSH
Market value$10.78M
1.69%
Sole
29K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares47.80K
TypeSH
Market value$8.34M
1.31%
Sole
47.80K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares5.84K
TypeSH
Market value$7.71M
1.21%
Sole
5.84K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares13.25K
TypeSH
Market value$7.58M
1.19%
Sole
4.81K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares22.35K
TypeSH
Market value$7.55M
1.18%
Sole
10.35K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares18.90K
TypeSH
Market value$7.00M
1.10%
Sole
0.00
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares88.90K
TypeSH
Market value$6.16M
0.97%
Sole
88.90K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares34.80K
TypeSH
Market value$6.11M
0.96%
Sole
34.80K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares48.60K
TypeSH
Market value$6.10M
0.96%
Sole
0.00
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares8.10K
TypeSH
Market value$5.69M
0.89%
Sole
8.10K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares43.60K
TypeSH
Market value$5.57M
0.87%
Sole
43.60K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares13.86K
TypeSH
Market value$5.52M
0.86%
Sole
13.86K
Shared
0.00
None
0.00
FORMFACTOR INC
SOLEShares55.40K
TypeSH
Market value$5.37M
0.84%
Sole
55.40K
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares20K
TypeSH
Market value$4.97M
0.78%
Sole
0.00
Shared
0.00
None
0.00
SEA LTD
SOLEShares59.50K
TypeSH
Market value$4.93M
0.77%
Sole
0.00
Shared
0.00
None
0.00
CIENA CORP
SOLEShares12.30K
TypeSH
Market value$4.78M
0.75%
Sole
12.30K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares11.64K
TypeSH
Market value$4.54M
0.71%
Sole
11.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 49.68K | SH | $382.76M 60.02% | 30.38K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 111.10K | SH | $31.95M 5.01% | 51.20K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 25.40K | SH | $14.66M 2.30% | 25.40K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 69.30K | SH | $14.10M 2.21% | 69.30K | 0.00 | 0.00 |
SUPER MICRO COMPUTER INCSOLE | COM NEW | 509.90K | SH | $11.61M 1.82% | 509.90K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 255.80K | SH | $11.29M 1.77% | 80.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 54.20K | SH | $11.29M 1.77% | 0.00 | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI STH KOR ETF | 90K | SH | $11.07M 1.74% | 0.00 | 0.00 | 0.00 |
TESLA INCSOLE | COM | 29K | SH | $10.78M 1.69% | 29K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 47.80K | SH | $8.34M 1.31% | 47.80K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 5.84K | SH | $7.71M 1.21% | 5.84K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 13.25K | SH | $7.58M 1.19% | 4.81K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 22.35K | SH | $7.55M 1.18% | 10.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 18.90K | SH | $7.00M 1.10% | 0.00 | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 88.90K | SH | $6.16M 0.97% | 88.90K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 34.80K | SH | $6.11M 0.96% | 34.80K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 48.60K | SH | $6.10M 0.96% | 0.00 | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 8.10K | SH | $5.69M 0.89% | 8.10K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 43.60K | SH | $5.57M 0.87% | 43.60K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 13.86K | SH | $5.52M 0.86% | 13.86K | 0.00 | 0.00 |
FORMFACTOR INCSOLE | COM | 55.40K | SH | $5.37M 0.84% | 55.40K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 20K | SH | $4.97M 0.78% | 0.00 | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 59.50K | SH | $4.93M 0.77% | 0.00 | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 12.30K | SH | $4.78M 0.75% | 12.30K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 11.64K | SH | $4.54M 0.71% | 11.64K | 0.00 | 0.00 |
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