Holdings
KP Management LLC
As of Jun 30, 2026, KP Management LLC reported 61 positions worth US$443M. Largest: Asml Holding Nv, Nvidia Corporation and Intel Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Asml Holding Nv | 9,500 | US$18.9M | −1,000 | Jun 30, 2026 |
| Nvidia Corporation | 87,500 | US$17.5M | −5,000 | Jun 30, 2026 |
| Intel Corporation | 120K | US$16.8M | −50,000 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 35,000 | US$16.7M | −5,000 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 43,000 | US$15.4M | no change | Jun 30, 2026 |
| Lumentum Holdings Inc. | 16,500 | US$14.2M | −500 | Jun 30, 2026 |
| Amphenol Corporation | 80,000 | US$14.1M | +7,500 | Jun 30, 2026 |
| Kla Corporation | 45,000 | US$13.6M | +39,750 | Jun 30, 2026 |
| Broadcom Inc. | 32,500 | US$12.3M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 51,500 | US$12.3M | no change | Jun 30, 2026 |