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Disclosery

13F-HR filed by Kultura Capital Management LP

Kultura Capital Management LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 66 holding rows worth $553,399,633.

Accession
0002064545-26-000004
Filer
CIK 2064545
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, 66 entries on the cover page, a total value of $553,399,633 stated on the cover page (in dollars after the unit check, H1), rows summing to $553,399,633 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
INVESCO QQQ TR46090E103COM112,600$82,918,640dollars as filedput
VANECK ETF TRUST92189F676COM54,000$35,418,060dollars as filedput
Intel Corp458140100COM206,750$28,868,503dollars as filed
Microsoft Corp594918104COM54,100$20,180,382dollars as filedcall
Broadcom Inc.11135F101COM48,500$18,320,875dollars as filedcall
NOKIA CORP654902204SPONSORED ADR1,284,600$17,059,488dollars as filedcall
Applied Materials,Inc.038222105COM23,200$16,773,600dollars as filed
SUPER MICRO COMPUTER INC86800U302COM NEW509,900$14,955,367dollars as filedput
ROUNDHILL ETF TRUST77926X320MEMORY ETF *A*193,100$14,260,435dollars as filedput
SanDisk Corporation80004C200COM6,180$14,051,651dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS24,790$11,838,960dollars as filed
COHU INC192576106COM157,357$11,630,256dollars as filed
AEHR TEST SYSTEMS00760J108COMMON STOCK117,865$11,322,112dollars as filed
Micron Technology,Inc.595112103COM9,500$10,965,755dollars as filed
EQT CORP COM26884L109Stock198,900$10,575,513dollars as filedcall
Alphabet Inc. Reg. Shares A02079K305COM29,255$10,454,859dollars as filed
KRANESHARES TRUST CSI CHI INTERNET500767306CSI CHI INTERNET402,600$9,851,622dollars as filedcall
NVIDIA Corp67066G104COM48,935$9,791,404dollars as filed
STRATEGY INC CL A NEW594972408Stock107,500$9,344,975dollars as filedput
Intel Corp458140100COM66,000$9,215,580dollars as filedcall
CROWDSTRIKE HLDGS INC22788C105COM11,640$8,882,950dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock76,600$8,408,382dollars as filedcall
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK4,200$8,355,648dollars as filed
APPLIED OPTOELECTRONICS INC03823U102COM53,345$7,903,595dollars as filed
PALO ALTO NETWORKS INC697435105COM22,982$7,837,322dollars as filed
Intuit Inc.461202103COM27,300$7,125,300dollars as filedcall
Home Depot, Inc437076102COM18,400$6,489,312dollars as filedcall
ROUNDHILL ETF TRUST77926X320MEMORY ETF *A*87,000$6,424,950dollars as filedcall
GENERAL MTRS CO COM37045V100Stock82,200$6,335,976dollars as filedcall
BLOOM ENERGY CORP093712107COM20,750$6,281,025dollars as filed
ROBINHOOD MKTS INC770700102COM58,900$5,906,492dollars as filed
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS00215W100ADR127,900$5,770,848dollars as filed
Lam Research Corporation512807306COM12,880$5,581,290dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock6,435$5,521,616dollars as filed
SPACE EXPLORATION TECHN CORP CLASS A COM STK84615Q103Stock31,000$5,296,660dollars as filedcall
REDDIT INC CL A75734B100Stock30,200$5,242,116dollars as filed
Palantir Technologies Inc. Class A69608A108COM43,800$5,110,146dollars as filedcall
NEBIUS GROUP N.V.N97284108SHS CLASS A18,400$5,081,528dollars as filedcall
ACM RESH INC COM CL A00108J109Stock37,725$4,786,925dollars as filed
NOKIA CORP654902204SPONSORED ADR337,585$4,483,129dollars as filed
Advanced Micro Devices,Inc.007903107COM7,500$4,356,825dollars as filedcall
PROPETRO HLDG CORP74347M108COM303,000$4,345,020dollars as filedcall
VICOR CORP925815102COM11,255$4,274,424dollars as filed
BOX INC CL A10316T104Stock158,500$4,206,590dollars as filedcall
FREEPORT MCMORAN INC CL B35671D857Stock65,000$4,087,850dollars as filedcall
APPLOVIN CORP COM CL A03831W108Stock7,560$3,895,139dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock8,500$3,667,410dollars as filedcall
TERADYNE INC COM880770102Stock6,700$3,241,728dollars as filedcall
HYPERLIQUID STRATEGIES44916Y106COMMON STOCK361,500$2,845,005dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS7,800$2,765,646dollars as filedcall
FERMI INC314911108COM296,300$2,714,108dollars as filedcall
OKLO INC COM CL A02156V109Stock51,800$2,710,694dollars as filedcall
BACKBLAZE INC A05637B105COMMON STOCK167,100$2,650,206dollars as filedcall
RED CAT HLDGS INC75644T100COM223,400$2,379,210dollars as filedcall
AMERESCO INC02361E108CL A81,500$2,249,400dollars as filedcall
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock6,300$1,642,032dollars as filed
CEREBRAS SYSTEMS INC COM CL A15675D103Stock5,700$1,259,700dollars as filed
POWER INTEGRATIONS INC COM739276103Stock14,800$1,239,648dollars as filedcall
NAVITAS SEMICONDUCTOR CORP COM63942X106Stock68,765$1,232,269dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A33,500$1,161,445dollars as filedcall
IONQ INC COM46222L108Stock13,500$719,010dollars as filedcall
VIRGIN GALACTIC HOLDINGS INC92766K403COMMON STOCK242,700$701,403dollars as filedput
HINGE HEALTH INC A433313103COMMON STOCK5,000$415,000dollars as filed
OPENDOOR TECHNOLOGIES INC WT EXP 112026 K683712129Stock16,333$8,085dollars as filed
OPENDOOR TECHNOLOGIES INC WT EXP 112026 A683712137Stock16,333$4,619dollars as filed
OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z683712145Stock16,333$3,920dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002064545-26-000004this filing2026-08-14acceptance time not in the bulk data set