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Kultura Capital Management LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Kultura Capital Management LP

报告期 2026-03-31 · CIK 0002064545

持仓数

53

前50大市值合计

$637.3M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 调仓2025-12-31 → 2026-03-31 · 共 70 项建仓 27增持 9减持 7清仓 27

方向

标的

Δ市值

现股数(环比)

增持

TSM TAIWAN SEMICONDUCTOR MANUFAC

+$376.1M

49,680 +127%

增持

GOOGL ALPHABET INC

+$21.5M

111,100 +234%

建仓

QQQ INVESCO QQQ TR

+$14.7M

25,400

建仓

AMD ADVANCED MICRO DEVICES INC

+$14.1M

69,300

建仓

SMCI SUPER MICRO COMPUTER INC

+$11.6M

509,900

建仓

EWY ISHARES INC

+$11.1M

90,000

建仓

TSLA TESLA INC

+$10.8M

29,000

建仓

— ASML HLDG NV

+$7.7M

5,840

减持

APP APPLOVIN CORP

-$6.7M

13,860 -23%

建仓

BABA ALIBABA GROUP HLDG LTD

+$6.1M

48,600

建仓

XBI SPDR SERIES TRUST

+$5.6M

43,600

清仓

F FORD MTR CO

-$5.5M

0 -100%

建仓

FORM FORMFACTOR INC

+$5.4M

55,400

清仓

RBRK RUBRIK INC.

-$5.3M

0 -100%

建仓

VRSN VERISIGN INC

+$5.0M

20,000

清仓

CLS CELESTICA INC

-$4.9M

0 -100%

清仓

RDDT REDDIT INC

-$4.2M

0 -100%

增持

AMZN AMAZON COM INC

+$4.2M

54,200 +77%

增持

INTC INTEL CORP

+$4.2M

255,800 +33%

清仓

AVGO BROADCOM INC

-$4.0M

0 -100%

建仓

PLTR PALANTIR TECHNOLOGIES INC

+$3.9M

26,500

建仓

— MILLICOM INTL CELLULAR S A

+$3.7M

49,200

建仓

OXY OCCIDENTAL PETE CORP

+$3.7M

56,600

建仓

AA ALCOA CORP

+$3.7M

55,200

建仓

BW BABCOCK & WILCOX ENTERPRISES

+$3.4M

231,900

增持

LITE LUMENTUM HLDGS INC

+$3.3M

8,100 +27%

建仓

AAOI APPLIED OPTOELECTRONICS INC

+$3.1M

36,600

建仓

AEHR AEHR TEST SYS

+$3.0M

80,200

减持

NVDA NVIDIA CORPORATION

-$2.7M

47,800 -19%

清仓

NU NU HLDGS LTD

-$2.5M

0 -100%

减持

META META PLATFORMS INC

-$2.4M

13,250 -13%

增持

MU MICRON TECHNOLOGY INC

+$2.2M

22,350 +20%

清仓

CRWV COREWEAVE INC

-$2.1M

0 -100%

清仓

TWLO TWILIO INC

-$2.1M

0 -100%

清仓

MELI MERCADOLIBRE INC

-$2.0M

0 -100%

建仓

IOT SAMSARA INC

+$1.7M

54,400

清仓

FIG FIGMA INC

-$1.7M

0 -100%

清仓

GLW CORNING INC

-$1.7M

0 -100%

建仓

NUAI NEW ERA ENERGY & DIGITAL INC

+$1.6M

406,000

建仓

— NEBIUS GROUP N.V.

+$1.6M

15,700

建仓

PURR HYPERLIQUID STRATEGIES INC

+$1.6M

305,300

清仓

TER TERADYNE INC

-$1.5M

0 -100%

清仓

OSCR OSCAR HEALTH INC

-$1.4M

0 -100%

建仓

OKLO OKLO INC

+$1.3M

26,400

清仓

BBAI BIGBEAR AI HLDGS INC

-$1.3M

0 -100%

清仓

KVYO KLAVIYO INC

-$1.3M

0 -100%

清仓

AMPL AMPLITUDE INC

-$1.2M

0 -100%

清仓

NTSK NETSKOPE INC

-$1.1M

0 -100%

建仓

CQP CHENIERE ENERGY PARTNERS L P

+$1.0M

16,000

增持

CRWD CROWDSTRIKE HLDGS INC

+$981.4K

11,640 +53%

增持

MSFT MICROSOFT CORP

+$757.2K

18,900 +47%

清仓

— GORILLA TECHNOLOGY GROUP INC

-$655.0K

0 -100%

清仓

— STRATASYS LTD

-$650.0K

0 -100%

减持

BE BLOOM ENERGY CORP

-$641.8K

18,350 -49%

减持

POET POET TECHNOLOGIES INC

-$639.8K

326,300 -20%

减持

— TOWER SEMICONDUCTOR LTD

-$586.3K

34,800 -39%

建仓

USAR USA RARE EARTH INC

+$572.1K

37,800

建仓

FRMI FERMI INC

+$530.9K

90,900

建仓

EOSE EOS ENERGY ENTERPRISES INC

+$508.9K

102,600

清仓

AREC AMERICAN RES CORP

-$409.0K

0 -100%

清仓

UAMY UNITED STATES ANTIMONY CORP

-$402.0K

0 -100%

建仓

VG VENTURE GLOBAL INC

+$384.5K

24,400

清仓

HNGE HINGE HEALTH INC

-$232.0K

0 -100%

清仓

— IREN LIMITED

-$219.0K

0 -100%

清仓

FIGR FIGURE TECHNOLOGY SOLUTIO

-$204.0K

0 -100%

清仓

SPWR SUNPOWER INC

-$165.0K

0 -100%

清仓

FLNC FLUENCE ENERGY INC

-$133.0K

0 -100%

清仓

SOC SABLE OFFSHORE CORP

-$101.0K

0 -100%

增持

SE SEA LTD

-$46.8K

59,500 +53%

减持

CIEN CIENA CORP

+$27.2K

12,300 -39%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。