EdgeMarket › What Kultura Capital Management Lp reported owning
What Kultura Capital Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
637.7MPositions
53Quarter
2026-03-31Shown below
25largest by value
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|---|---|---|---|---|---|
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| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 10.3M | 1.6% | 30.4K | 418.95 | +83.3% |
| NVDA NVIDIA CORP | 8.3M | 1.3% | 47.8K | 214.72 | +22.4% |
| ASML ASML HOLDING NV | 7.7M | 1.2% | 5.8K | 1,763.76 | +135.3% |
| META Meta Platforms, Inc. | 7.6M | 1.2% | 13.2K | 549.90 | -26.5% |
| HOOD Robinhood Markets, Inc. | 6.2M | 1.0% | 88.9K | 108.13 | +2.6% |
| TSEM TOWER SEMICONDUCTOR LTD | 6.1M | 1.0% | 34.8K | 222.59 | +344.7% |
| LITE Lumentum Holdings Inc. | 5.7M | 0.9% | 8.1K | 866.71 | +647.9% |
| APP AppLovin Corp | 5.5M | 0.9% | 13.9K | 305.77 | -25.9% |
| CIEN CIENA CORP | 4.8M | 0.7% | 12.3K | 395.79 | +356.8% |
| CRWD CrowdStrike Holdings, Inc. | 4.5M | 0.7% | 11.6K | 191.95 | +83.2% |
| PLTR Palantir Technologies Inc. | 3.9M | 0.6% | 26.5K | 179.94 | +15.3% |
| INTC INTEL CORP | 3.5M | 0.6% | 80.2K | 90.07 | +282.6% |
| MU MICRON TECHNOLOGY INC | 3.5M | 0.5% | 10.3K | 966.78 | +724.8% |
| AAOI APPLIED OPTOELECTRONICS, INC. | 3.1M | 0.5% | 36.6K | 124.82 | +469.2% |
| AEHR AEHR TEST SYSTEMS | 3.0M | 0.5% | 80.2K | 101.73 | +485.3% |
| BW Babcock & Wilcox Enterprises, Inc. | 2.9M | 0.5% | 198.9K | 8.28 | +459.5% |
| BE Bloom Energy Corp | 2.5M | 0.4% | 18.4K | 201.45 | +352.6% |
| POET POET TECHNOLOGIES INC. | 1.9M | 0.3% | 326.3K | 8.25 | +67.0% |
| IOT Samsara Inc. | 1.7M | 0.3% | 54.4K | 39.94 | +21.0% |
| PURR Hyperliquid Strategies Inc | 1.6M | 0.2% | 305.3K | 10.58 | — |
| CRCL Circle Internet Group, Inc. | 219.4K | 0.0% | 2.3K | 87.98 | -36.2% |
| OPENZ Opendoor Technologies Inc. | 201.2K | 0.0% | 16.3K | 0.12 | — |
| OPENL Opendoor Technologies Inc. | 135.9K | 0.0% | 16.3K | 0.12 | — |
| OPENW Opendoor Technologies Inc. | 70.6K | 0.0% | 16.3K | 0.20 | -98.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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