KR Capital LP

NEW YORK CITY, NY · CIK 2103364 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2025 · limited partnership

Assets managed$792.4m
Staff20 · 10 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge)
Main officeNew York, NY
Websitekrlp.com
Form ADV · 2026-08-03SEC adviser record

Legal entityKR CAPITAL LP (US)

Kindhedge funds
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 1

US visa salary filings

Filings FY20261
Median salary offered$200,000
Middle half$200,000 – $200,000
Job titles1

Job title	Filings	Median	Range
Associate Portfolio ManagerNew York, NY	1	$200,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: KR Capital LP.

$1.0bn reported value +102.2% vs Q1 2026

79positions

43.6%in top 10

54 new 19 added 6 reduced 24 sold out vs Q1 2026

Holdings, Q2 2026

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	ARAMARK COM ARMK	ARMK	1,797,740	$102.3m10.14%	10.14%	Added +557.0k	+556,972 44.9%
2	PERFORMANCE FOOD GROUP CO COM PFGC	PFGC	525,123	$58.7m5.82%	5.82%	Added +57.4k	+57,392 12.3%
3	LIFE TIME GROUP HOLDINGS INC COMMON STOCK LTH	LTH	1,318,564	$53.9m5.34%	5.34%	Added +99.1k	+99,105 8.1%
4	AMAZON COM INC COM AMZN	AMZN	188,778	$45.0m4.46%	4.46%	Added +104.6k	+104,563 124.2%
5	META PLATFORMS INC CL A META	META	75,619	$42.6m4.22%	4.22%	Added +57.2k	+57,192 310.4%
6	VISA INC COM CL A V	V	103,034	$35.3m3.50%	3.50%	Added +15.9k	+15,890 18.2%
7	EQUINIX INC COM EQIX	EQIX	28,778	$30.0m2.97%	2.97%	Added +9.5k	+9,528 49.5%
8	AMPHENOL CORP CL A APH	APH	152,165	$26.8m2.66%	2.66%	Added +53.8k	+53,826 54.7%
9	CARVANA CO CL A CVNA	CVNA	370,184	$24.4m2.42%	2.42%	Added +281.1k	+281,099 315.5%
10	CUMMINS INC COM CMI	CMI	28,573	$20.4m2.02%	2.02%	New
11	ADVANCED MICRO DEVICES INC COM AMD	AMD	35,043	$20.4m2.02%	2.02%	Added +6.9k	+6,870 24.4%
12	UNITY SOFTWARE INC COM U	U	614,525	$17.6m1.74%	1.74%	Added +346.2k	+346,189 129.0%
13	DOORDASH INC CL A DASH	DASH	89,707	$16.6m1.64%	1.64%	New
14	SNOWFLAKE INC CL A SNOW	SNOW	64,856	$16.5m1.64%	1.64%	New
15	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	8,270	$16.5m1.63%	1.63%	Added +3.9k	+3,921 90.2%
16	FLEX LTD ORD FLEX	FLEX	100,042	$16.2m1.61%	1.61%	New
17	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	54,614	$14.9m1.47%	1.47%	New
18	GILDAN ACTIVEWEAR INC COM GIL	GIL	283,939	$14.7m1.45%	1.45%	New
19	NUTANIX INC CL A NTNX	NTNX	283,175	$14.4m1.43%	1.43%	Added +219.4k	+219,407 344.1%
20	AXON ENTERPRISE INC COM AXON	AXON	24,529	$13.8m1.36%	1.36%	New
21	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	27,400	$12.6m1.25%	1.25%	New
22	WESTERN DIGITAL CORP COM WDC	WDC	19,400	$12.4m1.23%	1.23%	Added +11.4k	+11,387 142.1%
23	AMER SPORTS INC COM SHS AS	AS	346,349	$11.7m1.16%	1.16%	New
24	TARGET HOSPITALITY CORP COM TH	TH	556,093	$11.3m1.12%	1.12%	Added +418.4k	+418,402 303.9%
25	STMICROELECTRONICS N V NY REGISTRY STM	STM	145,702	$10.9m1.08%	1.08%	New
26	MODINE MFG CO COM MOD	MOD	39,672	$10.6m1.05%	1.05%	New
27	LPL FINL HLDGS INC COM LPLA	LPLA	37,449	$10.5m1.05%	1.05%	Added +20.8k	+20,793 124.8%
28	CLEAN HARBORS INC COM CLH	CLH	34,749	$10.4m1.03%	1.03%	New
29	BLOOM ENERGY CORP COM CL A BE	BE	34,196	$10.4m1.03%	1.03%	Reduced -19.2k	-19,228 -36.0%
30	DARLING INGREDIENTS INC COM DAR	DAR	189,358	$10.3m1.03%	1.03%	New
31	MASTERCARD INCORPORATED CL A MA	MA	19,844	$10.2m1.01%	1.01%	New
32	PALO ALTO NETWORKS INC COM PANW	PANW	29,648	$10.1m1.00%	1.00%	New
33	ZOOM COMMUNICATIONS INC CL A ZM	ZM	116,158	$10.0m0.99%	0.99%	New
34	DEVON ENERGY CORP NEW COM DVN	DVN	233,645	$9.7m0.96%	0.96%	New
35	KKR & CO INC COM KKR	KKR	104,482	$9.6m0.95%	0.95%	New
36	MKS INC. COM MKSI	MKSI	21,068	$9.4m0.93%	0.93%	Reduced -15.7k	-15,738 -42.8%
37	ULTRA CLEAN HLDGS INC COM UCTT	UCTT	64,750	$9.2m0.92%	0.92%	New
38	VEEVA SYS INC CL A COM VEEV	VEEV	51,073	$9.1m0.90%	0.90%	Reduced -22.7k	-22,724 -30.8%
39	NXP SEMICONDUCTORS N V COM NXPI	NXPI	32,055	$9.0m0.89%	0.89%	New
40	MERCADOLIBRE INC COM MELI	MELI	5,306	$9.0m0.89%	0.89%	New
41	BORGWARNER INC COM BWA	BWA	121,734	$8.1m0.80%	0.80%	New
42	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	33,639	$8.0m0.79%	0.79%	New
43	DUOLINGO INC CL A COM DUOL	DUOL	68,462	$7.9m0.78%	0.78%	New
44	OPENLANE INC COM OPLN	OPLN	184,876	$7.6m0.76%	0.76%	New
45	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	168,237	$7.6m0.75%	0.75%	New
46	INNIO NV ORDINARY SHARES INIO	INIO	190,000	$7.5m0.74%	0.74%	New
47	S&P GLOBAL INC COM SPGI	SPGI	18,203	$7.4m0.73%	0.73%	Added +258	+258 1.4%
48	GFL ENVIRONMENTAL INC SUB VTG SHS GFL	GFL	187,316	$6.9m0.68%	0.68%	New
49	APPLIED MATLS INC COM AMAT	AMAT	9,510	$6.9m0.68%	0.68%	Reduced -12.2k	-12,247 -56.3%
50	MOBILEYE GLOBAL INC COMMON CLASS A MBLY	MBLY	665,610	$6.4m0.64%	0.64%	New
51	ATI INC COM ATI	ATI	32,325	$6.4m0.63%	0.63%	New
52	DPC HOLDINGS PLC ORDINARY SHARES DPC	DPC	126,500	$6.2m0.62%	0.62%	New
53	JAMES HARDIE INDS PLC ORD SHS JHX	JHX	230,017	$6.0m0.60%	0.60%	New
54	SENSIENT TECHNOLOGIES CORP COM SXT	SXT	44,807	$5.5m0.55%	0.55%	New
55	INTEL CORP COM INTC	INTC	38,276	$5.3m0.53%	0.53%	New
56	SEMTECH CORP COM SMTC	SMTC	32,321	$5.2m0.52%	0.52%	Added +13.5k	+13,471 71.5%
57	VICOR CORP COM VICR	VICR	13,650	$5.2m0.51%	0.51%	New
58	ZSCALER INC COM ZS	ZS	36,337	$5.1m0.51%	0.51%	New
59	NASDAQ INC COM NDAQ	NDAQ	64,863	$5.1m0.51%	0.51%	New
60	BAIDU INC SPON ADR REP A BIDU	BIDU	44,571	$5.1m0.50%	0.50%	New
61	CACTUS INC CL A WHD	WHD	98,078	$5.0m0.50%	0.50%	New
62	MARVELL TECHNOLOGY INC COM MRVL	MRVL	16,816	$5.0m0.50%	0.50%	New
63	AFFIRM HLDGS INC COM CL A AFRM	AFRM	61,132	$5.0m0.49%	0.49%	New
64	WOODWARD INC COM WWD	WWD	11,587	$4.9m0.49%	0.49%	New
65	AIRBNB INC COM CL A ABNB	ABNB	33,974	$4.9m0.48%	0.48%	New
66	UBER TECHNOLOGIES INC COM UBER	UBER	66,225	$4.8m0.47%	0.47%	New
67	CANADIAN PACIFIC KANSAS CITY COM CP	CP	50,998	$4.4m0.44%	0.44%	New
68	PRIMORIS SVCS CORP COM PRIM	PRIM	43,630	$4.3m0.43%	0.43%	Reduced -73.9k	-73,927 -62.9%
69	VERISIGN INC COM VRSN	VRSN	16,970	$4.3m0.42%	0.42%	Reduced -3.1k	-3,056 -15.3%
70	NOKIA CORP SPONSORED ADR NOK	NOK	308,761	$4.1m0.41%	0.41%	Added +6.6k	+6,584 2.2%
71	WABTEC COM WAB	WAB	14,699	$4.0m0.39%	0.39%	New
72	AMERICAN AIRLS GROUP INC COM AAL	AAL	219,238	$4.0m0.39%	0.39%	New
73	TTM TECHNOLOGIES INC COM TTMI	TTMI	19,603	$3.7m0.36%	0.36%	New
74	FLOWSERVE CORP COM FLS	FLS	49,273	$3.7m0.36%	0.36%	New
75	COGNEX CORP COM CGNX	CGNX	49,336	$3.6m0.35%	0.35%	New
76	LIMBACH HLDGS INC COM LMB	LMB	37,585	$2.9m0.29%	0.29%	New
77	BADGER METER INC COM BMI	BMI	13,814	$2.0m0.20%	0.20%	New
78	JUMIA TECHNOLOGIES AG SPONSORED ADS JMIA	JMIA	176,923	$1.2m0.12%	0.12%	New
79	UNIVERSAL TECHNICAL INST INC COM UTI	UTI	11,081	$473.9k0.05%	0.05%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NETFLIX INC NFLX	NFLX	212,788	$20.5m212.8k shares
ROSS STORES INC ROST	ROST	85,626	$18.5m85.6k shares
DYCOM INDS INC DY	DY	44,921	$15.2m44.9k shares
SCHLUMBERGER LTD SLB	SLB	286,944	$14.7m286.9k shares
BAKER HUGHES COMPANY BKR	BKR	238,057	$14.5m238.1k shares
INTUIT INTU	INTU	33,061	$14.3m33.1k shares
FEDEX CORP FDX	FDX	32,833	$11.7m32.8k shares
KNIGHT-SWIFT TRANSN HLDGS IN KNX	KNX	178,508	$10.3m178.5k shares
LUMENTUM HLDGS INC LITE	LITE	12,150	$8.5m12.2k shares
DHT HOLDINGS INC DHT	DHT	429,185	$7.8m429.2k shares
DATADOG INC DDOG	DDOG	53,068	$6.3m53.1k shares
SHOPIFY INC SHOP	SHOP	46,425	$5.5m46.4k shares
NVIDIA CORPORATION NVDA	NVDA	28,902	$5.0m28.9k shares
US FOODS HLDG CORP USFD	USFD	54,048	$5.0m54.0k shares
SHOALS TECHNOLOGIES GROUP IN SHLS	SHLS	732,064	$4.8m732.1k shares
HUBSPOT INC HUBS	HUBS	16,255	$4.0m16.3k shares
BROADCOM INC AVGO	AVGO	11,275	$3.5m11.3k shares
SOLV ENERGY INC MWH	MWH	103,573	$3.1m103.6k shares
COHERENT CORP COHR	COHR	12,895	$3.1m12.9k shares
DIGITAL RLTY TR INC DLR	DLR	17,040	$3.1m17.0k shares
CDW CORP CDW	CDW	16,813	$2.0m16.8k shares
ASE TECHNOLOGY HLDG CO LTD ASX	ASX	83,883	$1.8m83.9k shares
PATTERN GROUP INC PTRN	PTRN	144,028	$1.8m144.0k shares
VNET GROUP INC VNET	VNET	195,728	$1.6m195.7k shares