KR Capital LP holds a focused book of 49 stocks worth $498.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Aramark at 10% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2103364/holdings"
Use Arkolith to show KR Capital LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Aramark COM | $50.3M | 1.24M | 10.1% | ▲New New position | |
| 2 | Performance Food Group Co COM | $40.1M | 467.7K | 8.0% | ▲New New position | |
| 3 | Life Time Group Holdings Inc COMMON STOCK | $32.9M | 1.22M | 6.6% | ▲New New position | |
| 4 | Visa Inc COM CL A | $26.3M | 87.1K | 5.3% | ▲New New position | |
| 5 | Netflix Inc. COM | $20.5M | 212.8K | 4.1% | ▲New New position | |
| 6 | Equinix Inc COM | $18.9M | 19.3K | 3.8% | ▲New New position | |
| 7 | Ross Stores Inc COM | $18.5M | 85.6K | 3.7% | ▲New New position | |
| 8 | Amazon Com Inc COM | $17.5M | 84.2K | 3.5% | ▲New New position | |
| 9 | Primoris Svcs Corp COM | $16.8M | 117.6K | 3.4% | ▲New New position | |
| 10 | Dycom Inds Inc COM | $15.2M | 44.9K | 3.1% | ▲New New position | |
| 11 | SLB Limited COM STK | $14.7M | 286.9K | 3.0% | ▲New New position | |
| 12 | Baker Hughes Company CL A | $14.5M | 238.1K | 2.9% | ▲New New position | |
| 13 | Intuit COM | $14.3M | 33.1K | 2.9% | ▲New New position | |
| 14 | Veeva Sys Inc CL A COM | $13.0M | 73.8K | 2.6% | ▲New New position | |
| 15 | Amphenol Corp CL A | $12.4M | 98.3K | 2.5% | ▲New New position | |
| 16 | Fedex Corp COM | $11.7M | 32.8K | 2.3% | ▲New New position | |
| 17 | Meta Platforms Inc CL A | $10.5M | 18.4K | 2.1% | ▲New New position | |
| 18 | Knight-Swift Transn Hldgs In CL A | $10.3M | 178.5K | 2.1% | ▲New New position | |
| 19 | Lumentum Hldgs Inc COM | $8.5M | 12.2K | 1.7% | ▲New New position | |
| 20 | MKS Inc. COM | $8.5M | 36.8K | 1.7% | ▲New New position | |
| 21 | DHT Holdings Inc SHS NEW | $7.8M | 429.2K | 1.6% | ▲New New position | |
| 22 | S&P Global Inc COM | $7.6M | 17.9K | 1.5% | ▲New New position | |
| 23 | Applied Matls Inc COM | $7.4M | 21.8K | 1.5% | ▲New New position | |
| 24 | Bloom Energy Corp COM CL A | $7.2M | 53.4K | 1.5% | ▲New New position | |
| 25 | Datadog Inc CL A COM | $6.3M | 53.1K | 1.3% | ▲New New position | |
| 26 | Unity Software Inc COM | $5.9M | 268.3K | 1.2% | ▲New New position | |
| 27 | ASML Hldg NV N Y REGISTRY SHS | $5.7M | 4.3K | 1.2% | ▲New New position | |
| 28 | Advanced Micro Devices Inc COM | $5.7M | 28.2K | 1.1% | ▲New New position | |
| 29 | Carvana Co CL A | $5.6M | 17.8K | 1.1% | ▲New New position | |
| 30 | Shopify Inc CL A SUB VTG SHS | $5.5M | 46.4K | 1.1% | ▲New New position | |
| 31 | Nvidia Corporation COM | $5.0M | 28.9K | 1.0% | ▲New New position | |
| 32 | LPL Finl Hldgs Inc COM | $5.0M | 16.7K | 1.0% | ▲New New position | |
| 33 | US Foods Hldg Corp COM | $5.0M | 54.0K | 1.0% | ▲New New position | |
| 34 | Verisign Inc COM | $5.0M | 20.0K | 1.0% | ▲New New position | |
| 35 | Shoals Technologies Group In CL A | $4.8M | 732.1K | 1.0% | ▲New New position | |
| 36 | Hubspot Inc COM | $4.0M | 16.3K | 0.8% | ▲New New position | |
| 37 | Broadcom Inc COM | $3.5M | 11.3K | 0.7% | ▲New New position | |
| 38 | Solv Energy Inc COM SHS CL A | $3.1M | 103.6K | 0.6% | ▲New New position | |
| 39 | Coherent Corp COM | $3.1M | 12.9K | 0.6% | ▲New New position | |
| 40 | Digital Rlty TR Inc COM | $3.1M | 17.0K | 0.6% | ▲New New position | |
| 41 | Nokia Corp SPONSORED ADR | $2.4M | 302.2K | 0.5% | ▲New New position | |
| 42 | Nutanix Inc CL A | $2.4M | 63.8K | 0.5% | ▲New New position | |
| 43 | Western Digital Corp COM | $2.2M | 8.0K | 0.4% | ▲New New position | |
| 44 | CDW Corp COM | $2.0M | 16.8K | 0.4% | ▲New New position | |
| 45 | Ase Technology Hldg Co Ltd SPONSORED ADS | $1.8M | 83.9K | 0.4% | ▲New New position | |
| 46 | Pattern Group Inc COM SER A | $1.8M | 144.0K | 0.4% | ▲New New position | |
| 47 | Vnet Group Inc SPONSORED ADS A | $1.6M | 195.7K | 0.3% | ▲New New position | |
| 48 | Semtech Corp COM | $1.4M | 18.9K | 0.3% | ▲New New position | |
| 49 | Target Hospitality Corp COM | $1.3M | 137.7K | 0.3% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 49 | $498.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.