Kultura Capital Management LP: 13F holdings
CIK 20645452026Q2
| Positions | 63 |
|---|---|
| Reported value | $553.4m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| INTC INTEL CORP | 206,750 | $28.9m | 5.2% |
| AMAT APPLIED MATLS INC | 23,200 | $16.8m | 3.0% |
| SNDK SANDISK CORP | 6,180 | $14.1m | 2.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 24,790 | $11.8m | 2.1% |
| COHU COHU INC | 157,357 | $11.6m | 2.1% |
| AEHR TEST SYS | 117,865 | $11.3m | 2.0% |
| MU MICRON TECHNOLOGY INC | 9,500 | $11.0m | 2.0% |
| GOOGL ALPHABET INC | 29,255 | $10.5m | 1.9% |
| NVDA NVIDIA CORPORATION | 48,935 | $9.8m | 1.8% |
| CRWD CROWDSTRIKE HLDGS INC | 11,640 | $8.9m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2064545")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.