KIDS CAPITAL MANAGEMENT, L.P.

LOS ANGELES, CA · CIK 1909180 · 13F filing filed 2026-08-14

Exempt reporting adviser since 2021 · limited partnership

As an employer

$122.2m reported value +15.6% vs Q1 2026

11positions

98.0%in top 10

3 new 1 added 2 reduced 4 sold out vs Q1 2026

Options: 1 call positions ($5.2m notional), 0 put positions (— notional) – listed below, not included above.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	63,000	$22.5m18.42%	18.42%	Unchanged
2	AMAZON COM INC COM AMZN	AMZN	89,000	$21.2m17.35%	17.35%	Unchanged
3	MERCADOLIBRE INC COM MELI	MELI	8,800	$14.9m12.22%	12.22%	Added +700	+700 8.6%
4	BLACKSTONE INC COM BX	BX	100,000	$11.8m9.63%	9.63%	Reduced -15.0k	-15,000 -13.0%
5	HOWMET AEROSPACE INC COM HWM	HWM	43,000	$11.6m9.46%	9.46%	Unchanged
6	ILLUMINA INC COM ILMN	ILMN	58,000	$10.2m8.34%	8.34%	Unchanged
7	DOORDASH INC CL A DASH	DASH	49,000	$9.0m7.40%	7.40%	Unchanged
8	ADVANCED ENERGY INDS COM AEIS	AEIS	19,500	$7.3m5.95%	5.95%	New
9	ASTERA LABS INC COM ALAB	ALAB	12,000	$5.8m4.74%	4.74%	New
10	EATON CORP PLC SHS ETN	ETN	13,000	$5.5m4.53%	4.53%	New
11	SEA LTD SPONSORD ADS SE	SE	25,000	$2.4m1.96%	1.96%	Reduced -16.0k	-16,000 -39.0%

Security	Ticker	Shares held before	Value then
NU HLDGS LTD NU	NU	420,000	$6.0m420.0k shares
INTERCONTINENTAL EXCHANGE IN ICE	ICE	20,000	$3.1m20.0k shares
ROBINHOOD MKTS INC HOOD	HOOD	43,000	$3.0m43.0k shares
FLUTTER ENTMT PLC FLUT	FLUT	18,500	$1.9m18.5k shares

Underlying	Ticker	Type	Shares controlled	Notional	Change
INVESCO QQQ TR QQQ · Call	QQQ	Call	7,000	$5.2m7.0k shares	New