Kultura Capital Management LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$161.1M
Holdings
48
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 18,100 | $12.2M | 7.57% | |
| 2 | NVDANVIDIA CORPORATION | 59,000 | $11.0M | 6.83% | |
| 3 | GOOGLALPHABET INC | 33,300 | $10.4M | 6.47% | |
| 4 | HOODROBINHOOD MKTS INC | 88,900 | $10.1M | 6.24% | |
| 5 | METAMETA PLATFORMS INC | 15,190 | $10.0M | 6.22% | |
| 6 | INTCINTEL CORP | 191,900 | $7.1M | 4.39% | |
| 7 | AMZNAMAZON COM INC | 30,600 | $7.1M | 4.38% | |
| 8 | TSEMTOWER SEMICONDUCTOR LTD | 57,000 | $6.7M | 4.15% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 21,880 | $6.6M | 4.13% | |
| 10 | MSFTMICROSOFT CORP | 12,900 | $6.2M | 3.87% | Call |
| 11 | FFORD MTR CO | 420,000 | $5.5M | 3.38% | Call |
| 12 | MUMICRON TECHNOLOGY INC | 18,700 | $5.3M | 3.31% | Call |
| 13 | RBRKRUBRIK INC. | 69,200 | $5.3M | 3.28% | |
| 14 | SESEA LTD | 38,988 | $5.0M | 3.09% | |
| 15 | CLSCELESTICA INC | 16,500 | $4.9M | 3.03% | |
| 16 | CIENCIENA CORP | 20,300 | $4.7M | 2.95% | |
| 17 | RDDTREDDIT INC | 18,400 | $4.2M | 2.63% | |
| 18 | AVGOBROADCOM INC | 11,500 | $4.0M | 2.47% | |
| 19 | CRWDCROWDSTRIKE HLDGS INC | 7,600 | $3.6M | 2.21% | |
| 20 | BEBLOOM ENERGY CORP | 36,000 | $3.1M | 1.94% | |
| 21 | RI4APOET TECHNOLOGIES INC | 407,300 | $2.6M | 1.60% | Call |
| 22 | NUNU HLDGS LTD | 147,300 | $2.5M | 1.53% | |
| 23 | LITELUMENTUM HLDGS INC | 6,400 | $2.4M | 1.46% | |
| 24 | CRWVCOREWEAVE INC | 29,600 | $2.1M | 1.32% | Call |
| 25 | TWLOTWILIO INC | 14,700 | $2.1M | 1.30% | |
| 26 | MLB1MERCADOLIBRE INC | 1,000 | $2.0M | 1.25% | |
| 27 | FIGFIGMA INC | 46,000 | $1.7M | 1.07% | |
| 28 | GLWCORNING INC | 19,000 | $1.7M | 1.03% | |
| 29 | TERTERADYNE INC | 7,800 | $1.5M | 0.94% | |
| 30 | OSCROSCAR HEALTH INC | 95,100 | $1.4M | 0.85% | |
| 31 | BBAIBIGBEAR AI HLDGS INC | 240,000 | $1.3M | 0.80% | Call |
| 32 | KVYOKLAVIYO INC | 39,600 | $1.3M | 0.80% | |
| 33 | AMPLAMPLITUDE INC | 105,600 | $1.2M | 0.76% | |
| 34 | NTSKNETSKOPE INC | 60,000 | $1.1M | 0.65% | |
| 35 | GRRRGORILLA TECHNOLOGY GROUP INC | 60,000 | $655K | 0.41% | Call |
| 36 | SSYSSTRATASYS LTD | 74,900 | $650K | 0.40% | Call |
| 37 | ARECAMERICAN RES CORP | 165,000 | $409K | 0.25% | Call |
| 38 | USOUNITED STATES ANTIMONY CORP | 80,000 | $402K | 0.25% | Call |
| 39 | HNGEHINGE HEALTH INC | 5,000 | $232K | 0.14% | |
| 40 | IRENIREN LIMITED | 5,800 | $219K | 0.14% | Call |
| 41 | FIGRFIGURE TECHNOLOGY SOLUTIO | 5,000 | $204K | 0.13% | |
| 42 | CRCLCIRCLE INTERNET GROUP INC | 2,300 | $182K | 0.11% | |
| 43 | SPWRSUNPOWER INC | 104,800 | $165K | 0.10% | |
| 44 | FLNCFLUENCE ENERGY INC | 6,700 | $133K | 0.08% | Call |
| 45 | SOCSABLE OFFSHORE CORP | 11,200 | $101K | 0.06% | Call |
| 46 | OPENWOPENDOOR TECHNOLOGIES INC | 16,333 | $15K | 0.01% | |
| 47 | OPENLOPENDOOR TECHNOLOGIES INC | 16,333 | $8K | 0.00% | |
| 48 | OPENZOPENDOOR TECHNOLOGIES INC | 16,333 | $7K | 0.00% |