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13F-HR filed by KR Capital LP

KR Capital LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 79 holding rows worth $1,008,777,237.

Accession
0001172661-26-003651
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 79 entries on the cover page, a total value of $1,008,777,237 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,008,777,237 with VALUE read as dollars as filed, 13F file number 028-26964. 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 filedCUSIPClassAmountValueValue read asType
ARAMARK COM03852U106Stock1,797,740$102,291,406dollars as filed
PERFORMANCE FOOD GROUP CO COM71377A103Stock525,123$58,703,500dollars as filed
LIFE TIME GROUP HOLDINGS INC COMMON STOCK53190C102Stock1,318,564$53,850,154dollars as filed
Amazon.com, Inc023135106COM188,778$44,993,349dollars as filed
META PLATFORMS INC CL A30303M102COM75,619$42,595,427dollars as filed
Visa Inc92826C839COM103,034$35,349,935dollars as filed
EQUINIX INC COM29444U700REIT28,778$29,997,899dollars as filed
AMPHENOL CORP NEW032095101COM152,165$26,829,733dollars as filed
CARVANA CO CL A146869102Stock370,184$24,365,511dollars as filed
CUMMINS INC COM231021106Stock28,573$20,378,549dollars as filed
Advanced Micro Devices,Inc.007903107COM35,043$20,356,829dollars as filed
UNITY SOFTWARE INC COM91332U101Stock614,525$17,563,125dollars as filed
DOORDASH INC CL A25809K105Stock89,707$16,553,633dollars as filed
SNOWFLAKE INC COM SHS833445109Stock64,856$16,505,852dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK8,270$16,452,669dollars as filed
FLEX LTD ORDY2573F102Stock100,042$16,213,807dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock54,614$14,852,277dollars as filed
GILDAN ACTIVEWEAR INC COM375916103Stock283,939$14,651,252dollars as filed
NUTANIX INC CL A67059N108Stock283,175$14,430,598dollars as filed
AXONENTERPRISEINC05464C101STOK24,529$13,751,203dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK27,400$12,580,162dollars as filed
WESTERN DIGITAL CORP958102105COM19,400$12,391,168dollars as filed
AMER SPORTS INCG0260P102COMMON STOCK346,349$11,720,450dollars as filed
Target Hospitality Corp.87615L107Common Stock, par value $0.0001 per share556,093$11,322,053dollars as filed
STMICROELECTRONICS N V NY REGISTRY861012102ADR145,702$10,911,623dollars as filed
MODINE MFG CO COM607828100Stock39,672$10,593,217dollars as filed
LPL FINL HLDGS INC COM50212V100Stock37,449$10,548,634dollars as filed
CLEAN HARBORS INC COM184496107Stock34,749$10,381,264dollars as filed
BLOOM ENERGY CORP093712107COM34,196$10,351,129dollars as filed
DARLING INGREDIENTS INC COM237266101Stock189,358$10,342,734dollars as filed
MasterCard, Inc57636Q104COM19,844$10,191,878dollars as filed
PALO ALTO NETWORKS INC697435105COM29,648$10,110,561dollars as filed
ZOOM COMMUNICATIONS INC CL A98980L101Stock116,158$10,025,597dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock233,645$9,654,211dollars as filed
KKR & CO INC48251W104COM104,482$9,589,358dollars as filed
MKS INC. COM55306N104Stock21,068$9,371,046dollars as filed
ULTRA CLEAN HLDGS INC COM90385V107Stock64,750$9,232,703dollars as filed
VEEVA SYS INC CL A COM922475108Stock51,073$9,063,925dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock32,055$9,008,417dollars as filed
MERCADOLIBREINC58733R102STOK5,306$9,006,351dollars as filed
BORGWARNER INC COM099724106Stock121,734$8,083,138dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock33,639$7,983,544dollars as filed
DUOLINGO INC CL A COM26603R106Stock68,462$7,874,499dollars as filed
OPENLANE INC48238T109COM184,876$7,624,286dollars as filed
HEWLETT PACKARD ENTERPRISE CO COM42824C109Stock168,237$7,589,171dollars as filed
INNIO NVN52A8C105ORDINARY SHARES190,000$7,514,500dollars as filed
S&P Global,Inc.78409V104COM18,203$7,413,354dollars as filed
GFL ENVIRONMENTAL INC SUB VTG SHS36168Q104Stock187,316$6,891,356dollars as filed
Applied Materials,Inc.038222105COM9,510$6,875,730dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A665,610$6,443,105dollars as filed
ATI INC COM01741R102Stock32,325$6,371,258dollars as filed
DPC HOLDINGS PLCG2R11M108ORDINARY SHARES126,500$6,206,090dollars as filed
JAMES HARDIE INDS PLC ORD SHSG4253H101Stock230,017$6,021,845dollars as filed
SENSIENT TECHNOLOGIES CORP81725T100COM44,807$5,524,255dollars as filed
Intel Corp458140100COM38,276$5,344,478dollars as filed
SEMTECH CORP COM816850101Stock32,321$5,231,154dollars as filed
VICOR CORP925815102COM13,650$5,183,997dollars as filed
ZSCALERINC98980G102STOK36,337$5,128,968dollars as filed
NASDAQ INC COM631103108Stock64,863$5,112,502dollars as filed
BAIDU INC SPON ADR REP A056752108ADR44,571$5,094,020dollars as filed
CACTUS INC127203107CL A98,078$5,024,536dollars as filed
MARVELL TECHNOLOGY INC573874104COM16,816$5,009,318dollars as filed
AFFIRM HLDGS INC COM CL A00827B106Stock61,132$4,985,315dollars as filed
WOODWARD INC COM980745103Stock11,587$4,929,573dollars as filed
Airbnb, Inc. Class A009066101COM33,974$4,861,679dollars as filed
Uber Technologies90353T100COM66,225$4,778,796dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock50,998$4,417,016dollars as filed
PRIMORIS SVCS CORP COM74164F103Stock43,630$4,324,606dollars as filed
VERISIGN INC COM92343E102Stock16,970$4,268,973dollars as filed
NOKIA CORP654902204SPONSORED ADR308,761$4,100,346dollars as filed
WABTEC COM929740108Stock14,699$3,962,850dollars as filed
AMERICAN AIRLINES GROUP INC COM02376R102Stock219,238$3,961,631dollars as filed
TTM TECHNOLOGIES INC87305R109COM19,603$3,666,153dollars as filed
FLOWSERVE CORP34354P105COM49,273$3,654,086dollars as filed
COGNEX CORP192422103COM49,336$3,572,913dollars as filed
LIMBACH HLDGS INC53263P105COM37,585$2,894,045dollars as filed
BADGER METER INC COM056525108Stock13,814$2,049,721dollars as filed
JUMIA TECHNOLOGIES AG SPONSORED ADS48138M105ADR176,923$1,247,307dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM11,081$473,934dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-003651this filing2026-08-14acceptance time not in the bulk data set