Holdings
Kultura Capital Management LP
As of Jun 30, 2026, Kultura Capital Management LP reported 27 positions worth US$216M. Largest: Intel Corporation, Applied Materials, Inc. and Sandisk Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Intel Corporation | 207K | US$28.9M | +127K | Jun 30, 2026 |
| Applied Materials, Inc. | 23,200 | US$16.8M | new | Jun 30, 2026 |
| Sandisk Corporation | 6,180 | US$14.1M | new | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 24,790 | US$11.8M | −5,590 | Jun 30, 2026 |
| Cohu, Inc. | 157K | US$11.6M | new | Jun 30, 2026 |
| Aehr Test Systems | 118K | US$11.3M | +37,665 | Jun 30, 2026 |
| Micron Technology, Inc. | 9,500 | US$11M | −850 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 29,255 | US$10.5M | −21,945 | Jun 30, 2026 |
| Nvidia Corporation | 48,935 | US$9.79M | +1,135 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 11,640 | US$8.88M | no change | Jun 30, 2026 |