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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 $134,498,872 across 13 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 96.76% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000389

Period
2025-12-31
Reported value
$134M
Holdings
13
Top 10 weight
96.76%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SEnew+31,000$3.95M
MELIadded+1,000$2.01M
DASHadded+1,300$294K
FLUTadded+1,000$215K

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
CSGPexited-40,000-$3.37M
ILMNreduced-12,000-$1.57M

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, Q4 2025

Share positions as resolved from 13F-HR 0001420506-26-000389, largest first. % of portfolio is the value over $129,893,272, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 72,500 shares; 2025Q2: 81,000 shares; 2025Q3: 89,000 shares; 2025Q4: 89,000 shares 89,000$20.5M15.82%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 60,000 shares; 2025Q2: 52,000 shares; 2025Q3: 63,000 shares; 2025Q4: 63,000 shares 63,000$19.7M15.18%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 97,000 shares; 2025Q2: 110,000 shares; 2025Q3: 115,000 shares; 2025Q4: 115,000 shares 115,000$17.7M13.65%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,700 shares; 2025Q2: 7,300 shares; 2025Q3: 6,800 shares; 2025Q4: 7,800 shares 7,800$15.7M12.1%+1,000Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 50,500 shares; 2025Q2: 50,500 shares; 2025Q3: 50,500 shares; 2025Q4: 51,800 shares 51,800$11.7M9.03%+1,300Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 88,000 shares 88,000$11.5M8.89%-12,000Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 75,000 shares; 2025Q2: 78,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares 55,000$11.3M8.68%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 420,000 shares; 2025Q2: 420,000 shares; 2025Q3: 420,000 shares; 2025Q4: 420,000 shares 420,000$7.03M5.41%0Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,500 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares; 2025Q4: 30,000 shares 30,000$6.45M4.97%+1,000Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,000 shares 31,000$3.95M3.04%newTimeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000$3.24M2.49%0Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000$968K0.75%0Timeline

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$4.61M0

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
CSGPCOSTAR GROUP INC40,000$3.37Mshares

How Q4 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 0001420506-26-000389 base2026-02-13acceptance time not in the bulk data set