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Kultura Capital Management LP 13F holdings

Filed 2026-08-14 · Kultura Capital Management LP · 66 positions · $553.4M

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TickerCompanySharesValue% of portfolio
QQQINVESCO QQQ TR112.6K$82.9M15.0%
SMHVANECK ETF TRUST54.0K$35.4M6.4%
INTCINTEL CORP206.8K$28.9M5.2%
MSFTMICROSOFT CORP54.1K$20.2M3.6%
AVGOBROADCOM INC48.5K$18.3M3.3%
NOKNOKIA CORP1.3M$17.1M3.1%
AMATAPPLIED MATLS INC23.2K$16.8M3.0%
SMCISUPER MICRO COMPUTER INC509.9K$15.0M2.7%
DRAMROUNDHILL ETF TRUST193.1K$14.3M2.6%
SNDKSANDISK CORP6.2K$14.1M2.5%
TSMTAIWAN SEMICONDUCTOR MANUFAC24.8K$11.8M2.1%
COHUCOHU INC157.4K$11.6M2.1%
AEHRAEHR TEST SYS117.9K$11.3M2.0%
MUMICRON TECHNOLOGY INC9.5K$11.0M2.0%
EQTEQT CORP198.9K$10.6M1.9%
GOOGLALPHABET INC29.3K$10.5M1.9%
KWEBKRANESHARES TRUST402.6K$9.9M1.8%
NVDANVIDIA CORPORATION48.9K$9.8M1.8%
MSTRSTRATEGY INC107.5K$9.3M1.7%
INTCINTEL CORP66.0K$9.2M1.7%
CRWDCROWDSTRIKE HLDGS INC11.6K$8.9M1.6%
KMBKIMBERLY-CLARK CORP76.6K$8.4M1.5%
ASMLASML HLDG NV4.2K$8.4M1.5%
AAOIAPPLIED OPTOELECTRONICS INC53.3K$7.9M1.4%
PANWPALO ALTO NETWORKS INC23.0K$7.8M1.4%
ISRGINTUIT27.3K$7.1M1.3%
HDHOME DEPOT INC18.4K$6.5M1.2%
DRAMROUNDHILL ETF TRUST87.0K$6.4M1.2%
GMGENERAL MTRS CO82.2K$6.3M1.1%
BEBLOOM ENERGY CORP20.8K$6.3M1.1%
HOODROBINHOOD MKTS INC58.9K$5.9M1.1%
ASXASE TECHNOLOGY HLDG CO LTD127.9K$5.8M1.0%
LRCXLAM RESEARCH CORP12.9K$5.6M1.0%
LITELUMENTUM HLDGS INC6.4K$5.5M1.0%
SPCXSPACE EXPLORATION TECHN CORP31.0K$5.3M1.0%
RDDTREDDIT INC30.2K$5.2M0.9%
PLTRPALANTIR TECHNOLOGIES INC43.8K$5.1M0.9%
NBISNEBIUS GROUP N.V.18.4K$5.1M0.9%
ACMRACM RESH INC37.7K$4.8M0.9%
NOKNOKIA CORP337.6K$4.5M0.8%
AMDADVANCED MICRO DEVICES INC7.5K$4.4M0.8%
PUMPPROPETRO HLDG CORP303.0K$4.3M0.8%
VICRVICOR CORP11.3K$4.3M0.8%
BOXBOX INC158.5K$4.2M0.8%
FCXFREEPORT MCMORAN INC65.0K$4.1M0.7%
APPAPPLOVIN CORP7.6K$3.9M0.7%
DELLDELL TECHNOLOGIES INC8.5K$3.7M0.7%
TERTERADYNE INC6.7K$3.2M0.6%
PURRHYPERLIQUID STRATEGIES INC361.5K$2.8M0.5%
ARMARM HOLDINGS PLC7.8K$2.8M0.5%
FRMIFERMI INC296.3K$2.7M0.5%
OKLOOKLO INC51.8K$2.7M0.5%
BLZEBACKBLAZE INC167.1K$2.7M0.5%
RCATRED CAT HLDGS INC223.4K$2.4M0.4%
AMRCAMERESCO INC81.5K$2.2M0.4%
TSEMTOWER SEMICONDUCTOR LTD6.3K$1.6M0.3%
CBRSCEREBRAS SYSTEMS INC5.7K$1.3M0.2%
POWIPOWER INTEGRATIONS INC14.8K$1.2M0.2%
NVTSNAVITAS SEMICONDUCTOR CORP68.8K$1.2M0.2%
HIMSHIMS & HERS HEALTH INC33.5K$1.2M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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