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KIDS CAPITAL MANAGEMENT, L.P.

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13F filer, CIK 1909180, LOS ANGELES, CA

KIDS CAPITAL MANAGEMENT, L.P. reported $121,944,334 across 12 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 98.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-002058

Period
2025-06-30
Reported value
$122M
Holdings
12
Top 10 weight
98.99%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FLUTadded+21,500$6.14M
ICEnew+20,000$3.67M
BXadded+13,000$1.94M
AMZNadded+8,500$1.86M
BTCnew+25,000$1.19M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PCORexited-82,000-$5.41M
INTERCONTINENTAL EXCHANGE INexited-20,000-$3.45M
GOOGLreduced-8,000-$1.41M
MELIreduced-400-$1.05M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001420506-25-002058, largest first. % of portfolio is the value over $117,888,334, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,700 shares; 2025Q2: 7,300 shares 7,300$19.1M16.18%-400Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 72,500 shares; 2025Q2: 81,000 shares 81,000$17.8M15.07%+8,500Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 97,000 shares; 2025Q2: 110,000 shares 110,000$16.5M13.96%+13,000Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 75,000 shares; 2025Q2: 78,000 shares 78,000$14.5M12.32%+3,000Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 50,500 shares; 2025Q2: 50,500 shares 50,500$12.4M10.56%0Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares 100,000$9.54M8.09%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 60,000 shares; 2025Q2: 52,000 shares 52,000$9.16M7.77%-8,000Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,500 shares; 2025Q2: 29,000 shares 29,000$8.29M7.03%+21,500Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 420,000 shares; 2025Q2: 420,000 shares 420,000$5.76M4.89%0Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 20,000 shares 20,000$3.67M3.11%newTimeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 25,000 shares 25,000$1.19M1.01%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SLBSLB LIMITED COMcall120,000$4.06M-40,000

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PCORPROCORE TECHNOLOGIES INC82,000$5.41Mshares
INTERCONTINENTAL EXCHANGE ININTERCONTINENTAL EXCHANGE IN20,000$3.45Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-002058 base2025-08-14acceptance time not in the bulk data set