Investor
KR Capital LP
CIK 0002103364 · filed 2026-05-15 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Aramark | ARMK | 1.24M | $50.3M | 10.1% | — | Held |
| Performance Food Group Co | PFGC | 467.7K | $40.1M | 8.0% | — | Held |
| Life Time Group Holdings, Inc. | LTH | 1.22M | $32.9M | 6.6% | — | Held |
| Visa Inc. | V | 87.1K | $26.3M | 5.3% | — | Held |
| Netflix Inc | NFLX | 212.8K | $20.5M | 4.1% | — | Held |
| Equinix Inc | EQIX | 19.3K | $18.9M | 3.8% | — | Held |
| Ross Stores, Inc. | ROST | 85.6K | $18.5M | 3.7% | — | Held |
| Amazon Com Inc | AMZN | 84.2K | $17.5M | 3.5% | — | Held |
| Primoris Svcs Corp | — | 117.6K | $16.8M | 3.4% | — | Held |
| Dycom Inds Inc | — | 44.9K | $15.2M | 3.0% | — | Held |
| Slb Limited/Nv | SLB | 286.9K | $14.7M | 3.0% | — | Held |
| Baker Hughes Company | — | 238.1K | $14.5M | 2.9% | — | Held |
| Intuit Inc. | INTU | 33.1K | $14.3M | 2.9% | — | Held |
| Veeva Sys Inc | — | 73.8K | $13M | 2.6% | — | Held |
| Amphenol Corp New | — | 98.3K | $12.4M | 2.5% | — | Held |
| Fedex Corp | FDX | 32.8K | $11.7M | 2.3% | — | Held |
| Meta Platforms, Inc. | META | 18.4K | $10.5M | 2.1% | — | Held |
| Knight-Swift Transn Hldgs In | — | 178.5K | $10.3M | 2.1% | — | Held |
| Lumentum Hldgs Inc | — | 12.2K | $8.54M | 1.7% | — | Held |
| Mks Inc | MKSI | 36.8K | $8.46M | 1.7% | — | Held |
| DHT Holdings, Inc. | DHT | 429.2K | $7.84M | 1.6% | — | Held |
| S&P Global Inc. | SPGI | 17.9K | $7.63M | 1.5% | — | Held |
| Applied Matls Inc | — | 21.8K | $7.44M | 1.5% | — | Held |
| Bloom Energy Corp | BE | 53.4K | $7.24M | 1.5% | — | Held |
| Datadog, Inc. | DDOG | 53.1K | $6.26M | 1.3% | — | Held |
| Unity Software Inc. | U | 268.3K | $5.89M | 1.2% | — | Held |
| Asml Holding N V | — | 4.35K | $5.74M | 1.2% | — | Held |
| Advanced Micro Devices Inc | AMD | 28.2K | $5.73M | 1.1% | — | Held |
| Carvana Co. | CVNA | 17.8K | $5.6M | 1.1% | — | Held |
| Shopify Inc. | SHOP | 46.4K | $5.51M | 1.1% | — | Held |
| Nvidia Corp | NVDA | 28.9K | $5.04M | 1.0% | — | Held |
| Lpl Finl Hldgs Inc | — | 16.7K | $5.01M | 1.0% | — | Held |
| Us Foods Hldg Corp | — | 54K | $4.98M | 1.0% | — | Held |
| Verisign Inc | — | 20K | $4.97M | 1.0% | — | Held |
| Shoals Technologies Group In | — | 732.1K | $4.82M | 1.0% | — | Held |
| Hubspot Inc | HUBS | 16.3K | $3.97M | 0.8% | — | Held |
| Broadcom Inc. | AVGO | 11.3K | $3.49M | 0.7% | — | Held |
| SOLV Energy, Inc. | MWH | 103.6K | $3.11M | 0.6% | — | Held |
| Coherent Corp. | COHR | 12.9K | $3.07M | 0.6% | — | Held |
| Digital Rlty Tr Inc | — | 17K | $3.07M | 0.6% | — | Held |
| Nokia Corp | — | 302.2K | $2.43M | 0.5% | — | Held |
| Nutanix, Inc. | NTNX | 63.8K | $2.42M | 0.5% | — | Held |
| Western Digital Corp | WDC | 8.01K | $2.17M | 0.4% | — | Held |
| CDW Corp | CDW | 16.8K | $2.03M | 0.4% | — | Held |
| Ase Technology Hldg Co Ltd | — | 83.9K | $1.82M | 0.4% | — | Held |
| Pattern Group Inc. | PTRN | 144K | $1.79M | 0.4% | — | Held |
| VNET Group, Inc. | VNET | 195.7K | $1.64M | 0.3% | — | Held |
| Semtech Corp | SMTC | 18.9K | $1.45M | 0.3% | — | Held |
| Target Hospitality Corp. | TH | 137.7K | $1.28M | 0.3% | — | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.