Q1 2025 · 13F-HR
KIDS CAPITAL MANAGEMENT, L.P.holdings as filed
Filed 2025-05-13 · accession 0001420506-25-001026
$98.5M
Reported value
12
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADOLIBRE INC | $15.0M | 15.3% | 7,700 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $13.8M | 14.0% | 72,500 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $13.6M | 13.8% | 97,000 | Common | SOLE |
| 443201108 | HWM | HOWMET AEROSPACE INC | $9.7M | 9.88% | 75,000 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $9.2M | 9.37% | 50,500 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $7.9M | 8.06% | 100,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $7.7M | 7.83% | 60,000 | Common | SOLE |
| 806857108 | SLB | SCHLUMBERGER LTD | $6.7M | 6.79% | 160,000 | CALL | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $5.4M | 5.50% | 82,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $4.3M | 4.37% | 420,000 | Common | SOLE |
| 45866F904 | — | INTERCONTINENTAL EXCHANGE IN | $3.5M | 3.50% | 20,000 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $1.7M | 1.69% | 7,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.