Q2 2025 · 13F-HR
KIDS CAPITAL MANAGEMENT, L.P.holdings as filed
Filed 2025-08-14 · accession 0001420506-25-002058
$121.9M
Reported value
12
Positions
2025-06-30
Period end
The Brief · KIDS CAPITAL MANAGEMENT, L.P. · Q2 2025
AI · grounded in 13F
KIDS CAPITAL MANAGEMENT, L.P. established a new position in MELI valued at $19.1M. The fund also initiated new stakes in AMZN for $17.8M and BX for $16.5M. Additional new positions include HWM at $14.5M, DASH at $12.4M, and ILMN at $9.5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADOLIBRE INC | $19.1M | 15.6% | 7,300 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $17.8M | 14.6% | 81,000 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $16.5M | 13.5% | 110,000 | Common | SOLE |
| 443201108 | HWM | HOWMET AEROSPACE INC | $14.5M | 11.9% | 78,000 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $12.4M | 10.2% | 50,500 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $9.5M | 7.82% | 100,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $9.2M | 7.51% | 52,000 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $8.3M | 6.80% | 29,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $5.8M | 4.73% | 420,000 | Common | SOLE |
| 806857108 | SLB | SCHLUMBERGER LTD | $4.1M | 3.33% | 120,000 | CALL | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $3.7M | 3.01% | 20,000 | Common | SOLE |
| 389930207 | BTC | GRAYSCALE BITCOIN MINI TR ET | $1.2M | 0.98% | 25,000 | 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.