Kultura Capital Management LP
Kultura Capital Management LP reported 66 holdings worth US$553M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Kultura Capital Management LP reported 66 holdings worth US$553M as of Jun 30, 2026. Largest: Intel Corporation, Applied Materials, Inc. and Sandisk Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 66
- Value as reported
- US$553M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Intel Corporation | 207K | US$28.9M | 5.2% |
| Applied Materials, Inc. | 23,200 | US$16.8M | 3.0% |
| Sandisk Corporation | 6,180 | US$14.1M | 2.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 24,790 | US$11.8M | 2.1% |
| Cohu, Inc. | 157K | US$11.6M | 2.1% |
| Aehr Test Systems | 118K | US$11.3M | 2.0% |
| Micron Technology, Inc. | 9,500 | US$11M | 2.0% |
| Alphabet Inc (google) Class C | 29,255 | US$10.5M | 1.9% |
| Nvidia Corporation | 48,935 | US$9.79M | 1.8% |
| Crowdstrike Holdings, Inc. | 11,640 | US$8.88M | 1.6% |
| Asml Holding Nv | 4,200 | US$8.36M | 1.5% |
| Applied Optoelectronics, Inc. | 53,345 | US$7.9M | 1.4% |
| Palo Alto Networks, Inc. | 22,982 | US$7.84M | 1.4% |
| Bloom Energy Corporation | 20,750 | US$6.28M | 1.1% |
| Robinhood Markets, Inc. | 58,900 | US$5.91M | 1.1% |
| Ase Technology Holding Co., Ltd. | 128K | US$5.77M | 1.0% |
| Lam Research Corporation | 12,880 | US$5.58M | 1.0% |
| Lumentum Holdings Inc. | 6,435 | US$5.52M | 1.00% |
| Reddit, Inc. | 30,200 | US$5.24M | 0.95% |
| Acm Research, Inc. | 37,725 | US$4.79M | 0.87% |
| Nokia Oyj | 338K | US$4.48M | 0.81% |
| Vicor Corporation | 11,255 | US$4.27M | 0.77% |
| Applovin Corporation | 7,560 | US$3.9M | 0.70% |
| Hyperliquid Strategies Inc | 362K | US$2.85M | 0.51% |
| Cerebras Systems Inc. | 5,700 | US$1.26M | 0.23% |
| Navitas Semiconductor Corporation | 68,765 | US$1.23M | 0.22% |
| Hinge Health, Inc. | 5,000 | US$415K | 0.07% |
| Samsara Inc. | 0 | US$0 | 0.00% |
| Babcock & Wilcox Enterprises, Inc. | 0 | US$0 | 0.00% |
| Ciena Corporation | 0 | US$0 | 0.00% |
| Circle Internet Group, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Poet Technologies Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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