KR Capital LP holds a diversified book of 79 stocks worth $1.0B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Cummins Inc and trimmed Bloom Energy Corp- A. Their largest long position is Aramark at 10% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% 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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as KR Capital LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Graticule Asia Macro Advisors LLC | 13 / 79 | $1.3B |
| Gavilan Investment Partners LLC | 9 / 79 | $281.8M |
| Skye Global Management LP | 8 / 79 | $3.1B |
| Montaka Global Pty Ltd | 9 / 79 | $96.0M |
| Egerton Capital (UK) LLP | 9 / 79 | $4.6B |
| Talos Eurisko Asset Management LP | 11 / 79 | $300.6M |
| Harbor Advisors LLC | 17 / 79 | $338.0M |
| SOMA EQUITY PARTNERS LP | 10 / 79 | $575.1M |
Ranked by the share of each fund's own book sitting in the names it shares with KR Capital LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $102.3M | 1.80M | 10.1% | ▲+45% Added · +557K sh | |
| 2 | Performance Food Group Co COM | $58.7M | 525.1K | 5.8% | ▲+12% Added · +57K sh | |
| 3 | Life Time Group Holdings Inc COMMON STOCK | $53.9M | 1.32M | 5.3% | ▲+8.1% Added · +99K sh | |
| 4 | Amazon Com Inc COM | $45.0M | 188.8K | 4.5% | ▲+124% Added · +105K sh | |
| 5 | Meta Platforms Inc CL A | $42.6M | 75.6K | 4.2% | ▲+310% Added · +57K sh | |
| 6 | Visa Inc COM CL A | $35.3M | 103.0K | 3.5% | ▲+18% Added · +16K sh | |
| 7 | Equinix Inc COM | $30.0M | 28.8K | 3.0% | ▲+49% Added · +10K sh | |
| 8 | Amphenol Corp CL A | $26.8M | 152.2K | 2.7% | ▲+55% Added · +54K sh | |
| 9 | Carvana Co CL A | $24.4M | 370.2K | 2.4% | ▲21× Added · +352K sh | |
| 10 | Cummins Inc COM | $20.4M | 28.6K | 2.0% | ▲New New position | |
| 11 | Advanced Micro Devices Inc COM | $20.4M | 35.0K | 2.0% | ▲+24% Added · +7K sh | |
| 12 | Unity Software Inc COM | $17.6M | 614.5K | 1.7% | ▲+129% Added · +346K sh | |
| 13 | Doordash Inc CL A | $16.6M | 89.7K | 1.6% | ▲New New position | |
| 14 | Snowflake Inc COM SHS | $16.5M | 64.9K | 1.6% | ▲New New position | |
| 15 | ASML Hldg NV N Y REGISTRY SHS | $16.5M | 8.3K | 1.6% | ▲+90% Added · +4K sh | |
| 16 | Flex Ltd ORD | $16.2M | 100.0K | 1.6% | ▲New New position | |
| 17 | Credo Technology Group Holdi ORDINARY SHARES | $14.9M | 54.6K | 1.5% | ▲New New position | |
| 18 | Gildan Activewear Inc COM | $14.7M | 283.9K | 1.5% | ▲New New position | |
| 19 | Nutanix Inc CL A | $14.4M | 283.2K | 1.4% | ▲+344% Added · +219K sh | |
| 20 | Axon Enterprise Inc COM | $13.8M | 24.5K | 1.4% | ▲New New position | |
| 21 | Spotify Technology S A SHS | $12.6M | 27.4K | 1.2% | ▲New New position | |
| 22 | Western Digital Corp COM | $12.4M | 19.4K | 1.2% | ▲+142% Added · +11K sh | |
| 23 | Amer Sports Inc COM SHS | $11.7M | 346.3K | 1.2% | ▲New New position | |
| 24 | Target Hospitality Corp COM | $11.3M | 556.1K | 1.1% | ▲+304% Added · +418K sh | |
| 25 | Stmicroelectronics N V NY REGISTRY | $10.9M | 145.7K | 1.1% | ▲New New position | |
| 26 | Modine MFG Co COM | $10.6M | 39.7K | 1.1% | ▲New New position | |
| 27 | LPL Finl Hldgs Inc COM | $10.5M | 37.4K | 1.0% | ▲+125% Added · +21K sh | |
| 28 | Clean Harbors Inc COM | $10.4M | 34.7K | 1.0% | ▲New New position | |
| 29 | Bloom Energy Corp COM CL A | $10.4M | 34.2K | 1.0% | ▼−36% Reduced · −19K sh | |
| 30 | Darling Ingredients Inc COM | $10.3M | 189.4K | 1.0% | ▲New New position | |
| 31 | Mastercard Incorporated CL A | $10.2M | 19.8K | 1.0% | ▲New New position | |
| 32 | Palo Alto Networks Inc COM | $10.1M | 29.6K | 1.0% | ▲New New position | |
| 33 | Zoom Communications Inc CL A | $10.0M | 116.2K | 1.0% | ▲New New position | |
| 34 | Devon Energy Corp New COM | $9.7M | 233.6K | 1.0% | ▲New New position | |
| 35 | KKR & Co Inc COM | $9.6M | 104.5K | 1.0% | ▲New New position | |
| 36 | MKS Inc. COM | $9.4M | 21.1K | 0.9% | ▼−43% Reduced · −16K sh | |
| 37 | Ultra Clean Hldgs Inc COM | $9.2M | 64.8K | 0.9% | ▲New New position | |
| 38 | Veeva Sys Inc CL A COM | $9.1M | 51.1K | 0.9% | ▼−31% Reduced · −23K sh | |
| 39 | NXP Semiconductors N V COM | $9.0M | 32.1K | 0.9% | ▲New New position | |
| 40 | Mercadolibre Inc COM | $9.0M | 5.3K | 0.9% | ▲New New position | |
| 41 | Borgwarner Inc COM | $8.1M | 121.7K | 0.8% | ▲New New position | |
| 42 | Ferguson Enterprises Inc COMMON STOCK NEW | $8.0M | 33.6K | 0.8% | ▲New New position | |
| 43 | Duolingo Inc CL A COM | $7.9M | 68.5K | 0.8% | ▲New New position | |
| 44 | Openlane Inc COM | $7.6M | 184.9K | 0.8% | ▲New New position | |
| 45 | Hewlett Packard Enterprise C COM | $7.6M | 168.2K | 0.8% | ▲New New position | |
| 46 | Innio NV ORDINARY SHARES | $7.5M | 190.0K | 0.7% | ▲New New position | |
| 47 | S&P Global Inc COM | $7.4M | 18.2K | 0.7% | ▲+1.4% Added · +258 sh | |
| 48 | GFL Environmental Inc SUB VTG SHS | $6.9M | 187.3K | 0.7% | ▲New New position | |
| 49 | Applied Matls Inc COM | $6.9M | 9.5K | 0.7% | ▼−56% Reduced · −12K sh | |
| 50 | Mobileye Global Inc COMMON CLASS A | $6.4M | 665.6K | 0.6% | ▲New New position |
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.