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KP Management LLC 13F holdings

Filed 2026-08-14 · KP Management LLC · 86 positions · $531.5M

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TickerCompanySharesValue% of portfolio
ASMLASML HOLDING N V9.5K$18.9M3.6%
NVDANVIDIA CORPORATION87.5K$17.5M3.3%
INTCINTEL CORP120.0K$16.8M3.2%
TSMTAIWAN SEMICONDUCTOR MFG LTD35.0K$16.7M3.1%
TSEMTOWER SEMICONDUCTOR LTD61.0K$15.9M3.0%
GOOGLALPHABET INC43.0K$15.4M2.9%
LITELUMENTUM HLDGS INC16.5K$14.2M2.7%
APHAMPHENOL CORP NEW80.0K$14.1M2.7%
KLACKLA CORP45.0K$13.6M2.6%
AVGOBROADCOM INC32.5K$12.3M2.3%
AMZNAMAZON COM INC51.5K$12.3M2.3%
HEIHEICO CORP NEW33.8K$12.0M2.3%
METAMETA PLATFORMS INC20.8K$11.7M2.2%
AAPLAPPLE INC40.0K$11.6M2.2%
SMTCSEMTECH CORP70.0K$11.3M2.1%
MSFTMICROSOFT CORP30.0K$11.2M2.1%
TERTERADYNE INC22.5K$10.9M2.0%
AMATAPPLIED MATLS INC15.0K$10.8M2.0%
WWDWOODWARD INC24.5K$10.4M2.0%
TDGTRANSDIGM GROUP INC7.3K$9.8M1.8%
AMDADVANCED MICRO DEVICES INC16.0K$9.3M1.7%
SHWSHERWIN WILLIAMS CO24.0K$8.3M1.6%
ETNEATON CORP PLC18.5K$7.9M1.5%
STXSEAGATE TECHNOLOGY HLDNGS PL8.0K$7.7M1.5%
COHRCOHERENT CORP19.0K$7.5M1.4%
SITMSITIME CORP10.0K$7.5M1.4%
CMICUMMINS INC10.0K$7.1M1.3%
GEVGE VERNOVA INC5.9K$6.9M1.3%
VVISA INC19.0K$6.5M1.2%
MPWRMONOLITHIC PWR SYS INC4.5K$6.2M1.2%
ORLYOREILLY AUTOMOTIVE INC67.5K$6.2M1.2%
GEGE AEROSPACE16.5K$6.2M1.2%
ALABASTERA LABS INC12.8K$6.2M1.2%
COSTCOSTCO WHSL CORP NEW6.5K$6.1M1.1%
MAMASTERCARD INCORPORATED11.5K$5.9M1.1%
PHPARKER-HANNIFIN CORP6.0K$5.9M1.1%
MRVLMARVELL TECHNOLOGY INC19.5K$5.8M1.1%
SNDKSANDISK CORP2.5K$5.7M1.1%
TTMITTM TECHNOLOGIES INC30.0K$5.6M1.1%
SOLSSOLSTICE ADVANCED MATLS INC63.3K$5.6M1.1%
JPMJPMORGAN CHASE & CO.16.5K$5.4M1.0%
BABOEING CO24.5K$5.3M1.0%
VVISA INC15.0K$5.1M1.0%
BEBLOOM ENERGY CORP16.6K$5.0M0.9%
MCOMOODYS CORP11.0K$5.0M0.9%
POWLPOWELL INDUSTRIES INC16.5K$4.7M0.9%
SPGIS&P GLOBAL INC12.0K$4.6M0.9%
CDNSCADENCE DESIGN SYSTEM INC12.0K$4.5M0.8%
BRK-BBERKSHIRE HATHAWAY INC DEL6$4.5M0.8%
AMZNAMAZON COM INC18.5K$4.4M0.8%
PWRQUANTA SVCS INC6.0K$4.3M0.8%
MSFTMICROSOFT CORP11.5K$4.3M0.8%
METAMETA PLATFORMS INC7.5K$4.2M0.8%
UNPUNION PAC CORP15.0K$4.1M0.8%
TMOTHERMO FISHER SCIENTIFIC INC8.0K$4.0M0.8%
DDOGDATADOG INC15.0K$3.9M0.7%
WOLFWOLFSPEED INC73.0K$3.5M0.7%
MUMICRON TECHNOLOGY INC3.0K$3.5M0.7%
INTCINTEL CORP22.5K$3.1M0.6%
TXNTEXAS INSTRS INC10.0K$3.0M0.6%
Top Fund Holdings
13F
Top Fund Holdings

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