13F-HR filed by KP Management LLC
KP Management LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 86 holding rows worth $531,508,285.
- Accession
- 0000929638-26-003045
- Filer
- CIK 2036769
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 86 entries on the cover page, a total value of $531,508,285 stated on the cover page (in dollars after the unit check, H1), rows summing to $531,508,286 with VALUE read as dollars as filed, 13F file number 028-24366. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 9,500 | $18,899,680 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 87,500 | $17,507,875 | dollars as filed | |
| Intel Corp | 458140100 | COM | 120,000 | $16,755,600 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 35,000 | $16,714,950 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 61,035 | $15,908,162 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 43,000 | $15,366,910 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 16,500 | $14,157,990 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 80,000 | $14,105,600 | dollars as filed | |
| KLA CORP | 482480100 | COM | 45,000 | $13,576,950 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 32,500 | $12,276,875 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 51,500 | $12,274,510 | dollars as filed | |
| HEICO CORP NEW COM | 422806109 | Stock | 33,750 | $12,021,413 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 20,750 | $11,688,268 | dollars as filed | |
| Apple Inc | 037833100 | COM | 40,000 | $11,574,400 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 70,000 | $11,329,500 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 30,000 | $11,190,600 | dollars as filed | call |
| TERADYNE INC COM | 880770102 | Stock | 22,500 | $10,886,400 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 15,000 | $10,845,000 | dollars as filed | |
| WOODWARD INC COM | 980745103 | Stock | 24,500 | $10,423,280 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 7,350 | $9,790,494 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 16,000 | $9,294,560 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 24,000 | $8,263,680 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 18,500 | $7,883,220 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 8,000 | $7,720,000 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 19,000 | $7,494,930 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 10,000 | $7,455,600 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 10,000 | $7,132,100 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 5,875 | $6,902,303 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 19,000 | $6,518,710 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 4,500 | $6,220,620 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 67,500 | $6,216,075 | dollars as filed | |
| General Electric Company | 369604301 | COM | 16,500 | $6,166,545 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 12,750 | $6,158,505 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 6,500 | $6,080,555 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 11,500 | $5,906,400 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 6,000 | $5,868,720 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 19,500 | $5,808,855 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 2,500 | $5,684,325 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 30,000 | $5,610,600 | dollars as filed | |
| SOLS | 83443Q103 | COM | 63,299 | $5,608,291 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 16,527 | $5,409,783 | dollars as filed | |
| Boeing Company | 097023105 | COM | 24,500 | $5,303,515 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 15,000 | $5,146,350 | dollars as filed | call |
| BLOOM ENERGY CORP | 093712107 | COM | 16,600 | $5,024,820 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 11,000 | $4,982,120 | dollars as filed | |
| POWELL INDS INC | 739128106 | COM | 16,500 | $4,724,940 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 12,000 | $4,622,520 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 12,000 | $4,503,840 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 6 | $4,493,100 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 18,500 | $4,409,290 | dollars as filed | call |
| QUANTA SVCS INC | 74762E102 | COM | 6,000 | $4,320,240 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 11,500 | $4,289,730 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 7,500 | $4,224,675 | dollars as filed | call |
| Union Pacific Corporation | 907818108 | COM | 15,000 | $4,080,000 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 8,000 | $4,010,880 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 15,000 | $3,905,400 | dollars as filed | |
| WOLFSPEED INC | 97785W106 | COMMON STOCK | 73,000 | $3,522,250 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 3,000 | $3,462,870 | dollars as filed | call |
| Intel Corp | 458140100 | COM | 22,500 | $3,141,675 | dollars as filed | call |
| Texas Instruments Incorporated | 882508104 | COM | 10,000 | $2,980,700 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 2,500 | $2,885,725 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 7,500 | $2,833,125 | dollars as filed | call |
| NOKIA CORP | 654902204 | SPONSORED ADR | 210,000 | $2,788,800 | dollars as filed | |
| NLIGHT INC | 65487K100 | COM | 40,000 | $2,784,800 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 25,000 | $2,675,000 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 5,000 | $2,506,800 | dollars as filed | call |
| VIAVI SOLUTIONS INC | 925550105 | COM | 50,000 | $2,387,500 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 7,500 | $2,270,250 | dollars as filed | call |
| MOODYS CORP COM | 615369105 | Stock | 5,000 | $2,264,600 | dollars as filed | call |
| NOKIA CORP | 654902204 | SPONSORED ADR | 165,500 | $2,197,840 | dollars as filed | call |
| AEHR TEST SYSTEMS | 00760J108 | COMMON STOCK | 20,000 | $1,921,200 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 7,500 | $1,839,600 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 7,500 | $1,839,600 | dollars as filed | call |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 55,000 | $1,613,150 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 15,000 | $1,489,200 | dollars as filed | call |
| MasterCard, Inc | 57636Q104 | COM | 2,500 | $1,284,000 | dollars as filed | call |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 40,000 | $1,173,200 | dollars as filed | call |
| HEICO CORP NEW COM | 422806109 | Stock | 3,000 | $1,068,570 | dollars as filed | call |
| Texas Instruments Incorporated | 882508104 | COM | 3,000 | $894,210 | dollars as filed | call |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 10,000 | $863,100 | dollars as filed | call |
| DISTRIBUTION SOLUTIONS GRP I | 520776105 | COM | 31,387 | $858,434 | dollars as filed | |
| NAVITAS SEMICONDUCTOR CORP COM | 63942X106 | Stock | 47,441 | $850,143 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,000 | $831,260 | dollars as filed | call |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 3,000 | $572,370 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 1,000 | $490,560 | dollars as filed | call |
| VIAVI SOLUTIONS INC | 925550105 | COM | 10,000 | $477,500 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000929638-26-003045 | this filing | 2026-08-14 | acceptance time not in the bulk data set |