KIDS CAPITAL MANAGEMENT, L.P.
LOS ANGELES CA · SEC CIK 0001909180
$1.27亿2026Q2 申报市值
12持仓数
94.1%前十大占比 · 第一大 17.7%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AEIS 新建仓+$727.10万
ALAB 新建仓+$579.62万
ETN 新建仓+$553.96万
MELI 加仓+$118.82万
2026Q2 卖出最多 按季末市值估算
NU 清仓-$603.54万
ICE 清仓-$314.56万
HOOD 清仓-$297.99万
FLUT 清仓-$188.61万
BX 减仓-$176.50万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $2,251.43万 | 17.67% | 63,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $2,121.23万 | 16.65% | 89,000 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $1,493.70万 | 11.73% | 8,800 | 700 | 8.6% | $118.82万 | 加仓 |
| BX | BLACKSTONE INC | $1,176.70万 | 9.24% | 100,000 | -15,000 | -13.0% | -$176.50万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $1,156.10万 | 9.08% | 43,000 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1,019.81万 | 8.01% | 58,000 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $904.20万 | 7.10% | 49,000 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $727.10万 | 5.71% | 19,500 | 19,500 | — | $727.10万 | 新建仓 |
| ALAB | ASTERA LABS INC | $579.62万 | 4.55% | 12,000 | 12,000 | — | $579.62万 | 新建仓 |
| ETN | EATON CORP PLC | $553.96万 | 4.35% | 13,000 | 13,000 | — | $553.96万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $515.48万 | 4.05% | 7,000 | 7,000 | — | $515.48万 | 新建仓 |
| SE | SEA LTD | $239.57万 | 1.88% | 25,000 | -16,000 | -39.0% | -$153.33万 | 减仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -420,000 | -100.0% | -$603.54万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -20,000 | -100.0% | -$314.56万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -43,000 | -100.0% | -$297.99万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -18,500 | -100.0% | -$188.61万 | 清仓 |