13F HOLDINGS REPORT
Kultura Capital Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002064545-26-000002
Total Value
$161.1M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 18,100 | $12.2M | 7.57% |
| 2 | NVIDIA CORPORATION | NVDA | 59,000 | $11.0M | 6.83% |
| 3 | ALPHABET INC | GOOG | 33,300 | $10.4M | 6.47% |
| 4 | ROBINHOOD MKTS INC | 770700102 | 88,900 | $10.1M | 6.24% |
| 5 | META PLATFORMS INC | META | 15,190 | $10.0M | 6.22% |
| 6 | INTEL CORP | INTC | 191,900 | $7.1M | 4.39% |
| 7 | AMAZON COM INC | AMZN | 30,600 | $7.1M | 4.38% |
| 8 | TOWER SEMICONDUCTOR LTD | TSEM | 57,000 | $6.7M | 4.15% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 21,880 | $6.6M | 4.13% |
| 10 | MICROSOFT CORP | MSFT | 12,900 | $6.2M | 3.87% |
| 11 | FORD MTR CO | 345370860 | 420,000 | $5.5M | 3.38% |
| 12 | RUBRIK INC. | RBRK | 69,200 | $5.3M | 3.28% |
| 13 | SEA LTD | SE | 38,988 | $5.0M | 3.09% |
| 14 | CELESTICA INC | CLS | 16,500 | $4.9M | 3.03% |
| 15 | CIENA CORP | CIEN | 20,300 | $4.7M | 2.95% |
| 16 | REDDIT INC | RDDT | 18,400 | $4.2M | 2.63% |
| 17 | BROADCOM INC | AVGO | 11,500 | $4.0M | 2.47% |
| 18 | CROWDSTRIKE HLDGS INC | CRWD | 7,600 | $3.6M | 2.21% |
| 19 | BLOOM ENERGY CORP | BE | 36,000 | $3.1M | 1.94% |
| 20 | MICRON TECHNOLOGY INC | MU | 10,700 | $3.1M | 1.90% |
| 21 | POET TECHNOLOGIES INC | POET | 407,300 | $2.6M | 1.60% |
| 22 | NU HLDGS LTD | NU | 147,300 | $2.5M | 1.53% |
| 23 | LUMENTUM HLDGS INC | LITE | 6,400 | $2.4M | 1.46% |
| 24 | MICRON TECHNOLOGY INC | MU | 8,000 | $2.3M | 1.42% |
| 25 | COREWEAVE INC | CRWV | 29,600 | $2.1M | 1.32% |
| 26 | TWILIO INC | TWLO | 14,700 | $2.1M | 1.30% |
| 27 | MERCADOLIBRE INC | MELI | 1,000 | $2.0M | 1.25% |
| 28 | FIGMA INC | FIG | 46,000 | $1.7M | 1.07% |
| 29 | CORNING INC | GLW | 19,000 | $1.7M | 1.03% |
| 30 | TERADYNE INC | TER | 7,800 | $1.5M | 0.94% |
| 31 | OSCAR HEALTH INC | OSCR | 95,100 | $1.4M | 0.85% |
| 32 | BIGBEAR AI HLDGS INC | BBAI-WT | 240,000 | $1.3M | 0.80% |
| 33 | KLAVIYO INC | KVYO | 39,600 | $1.3M | 0.80% |
| 34 | AMPLITUDE INC | AMPL | 105,600 | $1.2M | 0.76% |
| 35 | NETSKOPE INC | NTSK | 60,000 | $1.1M | 0.65% |
| 36 | GORILLA TECHNOLOGY GROUP INC | GRRRW | 60,000 | $655,000 | 0.41% |
| 37 | STRATASYS LTD | SSYS | 74,900 | $650,000 | 0.40% |
| 38 | AMERICAN RES CORP | AREC | 165,000 | $409,000 | 0.25% |
| 39 | UNITED STATES ANTIMONY CORP | UAMY | 80,000 | $402,000 | 0.25% |
| 40 | HINGE HEALTH INC | HNGE | 5,000 | $232,000 | 0.14% |
| 41 | IREN LIMITED | IREN | 5,800 | $219,000 | 0.14% |
| 42 | FIGURE TECHNOLOGY SOLUTIO | FGRS | 5,000 | $204,000 | 0.13% |
| 43 | CIRCLE INTERNET GROUP INC | CRCL | 2,300 | $182,000 | 0.11% |
| 44 | SUNPOWER INC | SPWRW | 104,800 | $165,000 | 0.10% |
| 45 | FLUENCE ENERGY INC | FLNC | 6,700 | $133,000 | 0.08% |
| 46 | SABLE OFFSHORE CORP | SOC | 11,200 | $101,000 | 0.06% |
| 47 | OPENDOOR TECHNOLOGIES INC | OPENZ | 16,333 | $15,000 | 0.01% |
| 48 | OPENDOOR TECHNOLOGIES INC | OPENZ | 16,333 | $8,000 | 0.00% |
| 49 | OPENDOOR TECHNOLOGIES INC | OPENZ | 16,333 | $7,000 | 0.00% |