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13F-HR filed by Kultura Capital Management LP

Kultura Capital Management LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 53 holding rows worth $637,735,877.

Accession
0002064545-26-000003
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 53 entries on the cover page, a total value of $637,735,877 stated on the cover page (in dollars after the unit check, H1), rows summing to $637,735,877 with VALUE read as dollars as filed, 13F file number 028-26529. 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
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS19,300$372,490,000dollars as filedcall
Alphabet Inc. Reg. Shares A02079K305COM59,900$17,224,844dollars as filedcall
Alphabet Inc. Reg. Shares A02079K305COM51,200$14,723,072dollars as filed
INVESCO QQQ TR46090E103COM25,400$14,660,372dollars as filedput
Advanced Micro Devices,Inc.007903107COM69,300$14,097,699dollars as filedput
SUPER MICRO COMPUTER INC86800U302COM NEW509,900$11,610,423dollars as filedput
Amazon.com, Inc023135106COM54,200$11,288,234dollars as filedcall
ISHARES INC MSCI STH KOR ETF464286772MSCI STH KOR ETF90,000$11,070,900dollars as filedcall
Tesla Motors, Inc88160R101COM29,000$10,780,750dollars as filedput
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS30,380$10,266,921dollars as filed
NVIDIA Corp67066G104COM47,800$8,336,320dollars as filed
Intel Corp458140100COM175,600$7,749,228dollars as filedcall
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK5,840$7,713,647dollars as filed
META PLATFORMS INC CL A30303M102COM13,250$7,580,723dollars as filed
Microsoft Corp594918104COM18,900$6,996,213dollars as filedcall
ROBINHOOD MKTS INC770700102COM88,900$6,160,770dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock34,800$6,106,704dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS48,600$6,097,356dollars as filedcall
LUMENTUM HLDGS INC COM55024U109Stock8,100$5,692,356dollars as filed
SPDR SER TR78464A870S&P BIOTECH43,600$5,569,028dollars as filedput
APPLOVIN CORP COM CL A03831W108Stock13,860$5,516,280dollars as filed
FORMFACTOR INC COM346375108Stock55,400$5,373,246dollars as filedput
VERISIGN INC COM92343E102Stock20,000$4,967,200dollars as filedcall
SEA LTD81141R100SPONSORD ADS59,500$4,927,195dollars as filedcall
CIENA CORP COM NEW171779309Stock12,300$4,775,229dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM11,640$4,544,372dollars as filed
Micron Technology,Inc.595112103COM12,000$4,054,080dollars as filedcall
Palantir Technologies Inc. Class A69608A108COM26,500$3,876,420dollars as filed
MILLICOM INTL CELLULAR S AL6388F110COM STK49,200$3,687,048dollars as filedcall
OCCIDENTAL PETE CORP674599105COM56,600$3,679,000dollars as filedcall
ALCOA CORP COM013872106Stock55,200$3,661,416dollars as filedcall
Intel Corp458140100COM80,200$3,539,226dollars as filed
Micron Technology,Inc.595112103COM10,350$3,496,644dollars as filed
APPLIED OPTOELECTRONICS INC03823U102COM36,600$3,095,994dollars as filed
AEHR TEST SYSTEMS00760J108COMMON STOCK80,200$2,973,816dollars as filed
BABCOCK & WILCOX ENTERPRISES05614L209COM198,900$2,921,841dollars as filed
BLOOM ENERGY CORP093712107COM18,350$2,486,242dollars as filed
POET TECHNOLOGIES INC73044W302COM NEW326,300$1,938,222dollars as filed
SAMSARA INC COM CL A79589L106Stock54,400$1,723,936dollars as filed
NEW ERA ENERGY DIGITAL INC64428N109COMMON STOCK406,000$1,648,360dollars as filedcall
NEBIUS GROUP N.V.N97284108SHS CLASS A15,700$1,629,032dollars as filedcall
HYPERLIQUID STRATEGIES44916Y106COMMON STOCK305,300$1,553,977dollars as filed
OKLO INC COM CL A02156V109Stock26,400$1,309,176dollars as filedcall
CHENIERE ENERGY PARTNERS L P16411Q101COM UNIT16,000$1,034,080dollars as filedcall
USA RARE EARTH INC COM91733P107Stock37,800$572,103dollars as filedcall
FERMI INC314911108COM90,900$530,856dollars as filedcall
EOS ENERGY ENTERPRISES INC COM CL A29415C101Stock102,600$508,896dollars as filedcall
BABCOCK & WILCOX ENTERPRISES05614L209COM33,000$484,770dollars as filedcall
VENTURE GLOBAL INC92333F101COM CL A24,400$384,544dollars as filedcall
CIRCLE INTERNET GROUP INC172573107COM CL A2,300$219,443dollars as filed
OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z683712145Stock16,333$201,223dollars as filed
OPENDOOR TECHNOLOGIES INC WT EXP 112026 A683712137Stock16,333$135,891dollars as filed
OPENDOOR TECHNOLOGIES INC WT EXP 112026 K683712129Stock16,333$70,559dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002064545-26-000003this filing2026-05-15acceptance time not in the bulk data set