Institutional Manager · CIK 0002064545
Kultura Capital Management LP
PARK CITY, UT · File #028-26529
Latest AUM
$161.1M
Positions
49
Top-10 Concentration
54.3%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |