Q2 2026 13F · SEC CIK 2103364

KR Capital LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 79
Holdings vs S&P 500, 3 yrs: —
Assets under management: $792.4M

KR Capital LP is a hedge fund that reported 79 positions worth $1.0B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Aramark (ARMK, 10.1%), Performance Food Group Co (PFGC, 5.8%), Life Time Group Holdings Inc (LTH, 5.3%).

KR Capital LP holdings largest 50 of 79 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

KR Capital LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ARMKAramark	10.1%	10.1%	1,797,740	+44.9%	$102.3M
PFGCPerformance Food Group Co	5.8%	8.0%	525,123	+12.3%	$58.7M
LTHLife Time Group Holdings Inc	5.3%	6.6%	1,318,564	+8.1%	$53.9M
AMZNAmazon Com Inc	4.5%	3.5%	188,778	+124.2%	$45.0M
METAMeta Platforms Inc	4.2%	2.1%	75,619	+310.4%	$42.6M
VVisa Inc	3.5%	5.3%	103,034	+18.2%	$35.3M
EQIXEquinix Inc	3.0%	3.8%	28,778	+49.5%	$30.0M
APHAmphenol Corp	2.7%	2.5%	152,165	+54.7%	$26.8M
CVNACarvana Co	2.4%	1.1%	370,184	+1977.7%	$24.4M
CMICummins Inc	2.0%	New	28,573	—	$20.4M
AMDAdvanced Micro Devices Inc	2.0%	1.1%	35,043	+24.4%	$20.4M
UUnity Software Inc Com	1.7%	1.2%	614,525	+129.0%	$17.6M
DASHDoordash Inc	1.6%	New	89,707	—	$16.6M
SNOWSnowflake Inc	1.6%	New	64,856	—	$16.5M
ASMLAsml Hldg NV	1.6%	1.2%	8,270	+90.2%	$16.5M
FLEXFlex Ltd Ord	1.6%	New	100,042	—	$16.2M
CRDOCredo Technology Group Holdi	1.5%	New	54,614	—	$14.9M
GILGildan Activewear Inc	1.5%	New	283,939	—	$14.7M
NTNXNutanix Inc	1.4%	0.5%	283,175	+344.1%	$14.4M
AXONAxon Enterprise Inc	1.4%	New	24,529	—	$13.8M
SPOTSpotify Technology SA	1.2%	New	27,400	—	$12.6M
WDCWestern Digital Corp Com	1.2%	0.4%	19,400	+142.1%	$12.4M
ASAmer Sports Inc	1.2%	New	346,349	—	$11.7M
THTarget Hospitality Corp	1.1%	0.3%	556,093	+303.9%	$11.3M
STMStmicroelectronics N V Ny Registry	1.1%	New	145,702	—	$10.9M
MODModine Manufacturing Co	1.1%	New	39,672	—	$10.6M
LPLALpl Finl Hldgs Inc	1.0%	1.0%	37,449	+124.8%	$10.5M
CLHClean Harbors Inc	1.0%	New	34,749	—	$10.4M
BEBloom Energy Corp	1.0%	1.5%	34,196	-36.0%	$10.4M
DARDarling Ingredients Inc	1.0%	New	189,358	—	$10.3M
MAMastercard Incorporated	1.0%	New	19,844	—	$10.2M
PANWPalo Alto Networks Inc	1.0%	New	29,648	—	$10.1M
ZMZoom Communications Inc	1.0%	New	116,158	—	$10.0M
DVNDevon Energy Corp New	1.0%	New	233,645	—	$9.7M
KKRKkr & Co Inc	1.0%	New	104,482	—	$9.6M
MKSIMks Inc.	0.9%	1.7%	21,068	-42.8%	$9.4M
UCTTUltra Clean Holdings Inc	0.9%	New	64,750	—	$9.2M
VEEVVeeva Sys Inc	0.9%	2.6%	51,073	-30.8%	$9.1M
NXPINxp Semiconductors N V	0.9%	New	32,055	—	$9.0M
MELIMercadolibre Inc	0.9%	New	5,306	—	$9.0M
BWABorgwarner Inc	0.8%	New	121,734	—	$8.1M
FERGFerguson Enterprises Inc Common Stock Ne	0.8%	New	33,639	—	$8.0M
DUOLDuolingo Inc	0.8%	New	68,462	—	$7.9M
KAROpenlane Inc	0.8%	New	184,876	—	$7.6M
HPEHewlett Packard Enterprise C	0.8%	New	168,237	—	$7.6M
INIOInnio NV	0.7%	New	190,000	—	$7.5M
SPGIS&p Global Inc	0.7%	1.5%	18,203	+1.4%	$7.4M
GFLGfl Environmental Inc	0.7%	New	187,316	—	$6.9M
AMATApplied Matls Inc	0.7%	1.5%	9,510	-56.3%	$6.9M
MBLYMobileye Global Inc Common Class A	0.6%	New	665,610	—	$6.4M

What KR Capital LP bought and sold in Q2 2026, against Q1 2026.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.0B	79
Q1 2026	$498.9M	49

Questions about KR Capital LP's portfolio

What stocks does KR Capital LP own?

KR Capital LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 79 positions worth $1.0B. The largest are Aramark (ARMK) at 10.1%, Performance Food Group Co (PFGC) at 5.8%, Life Time Group Holdings Inc (LTH) at 5.3%, Amazon Com Inc (AMZN) at 4.5% and Meta Platforms Inc (META) at 4.2%.

What did KR Capital LP buy last quarter?

In Q2 2026, KR Capital LP added a new position in Cummins Inc (CMI), a new position in Doordash Inc (DASH), a new position in Snowflake Inc (SNOW), a new position in Flex Ltd Ord (FLEX), a new position in Credo Technology Group Holdi (CRDO), Carvana Co (CVNA) (+1977.7% shares), Nutanix Inc (NTNX) (+344.1% shares) and Meta Platforms Inc (META) (+310.4% shares), compared with its Q1 2026 filing.

What did KR Capital LP sell last quarter?

In Q2 2026, KR Capital LP cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Ross Stores Inc (ROST), cut from its top 50 Primoris Services Corp (PRIM), cut from its top 50 Dycom Inds Inc (DY), cut from its top 50 Slb Limited (SLB), Applied Matls Inc (AMAT) (-56.3% shares), Mks Inc. (MKSI) (-42.8% shares) and Bloom Energy Corp (BE) (-36.0% shares), compared with its Q1 2026 filing.

When is KR Capital LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. KR Capital LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does KR Capital LP manage?

KR Capital LP reported $792.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.