KIDS CAPITAL MANAGEMENT, L.P. Hedge Fund

CIK: 0001909180 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $134,499 (100.0% shares, 0.0% debt)

Holdings (13)

New Positions (1)

SE SEA LTD 2.9%

Value ($000) $3,955 Shares 31,000 Est. Cost $127.57 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SE	SEA LTD	31,000	$3,955	2.9%	$127.57	—	SPONSORD ADS	81141R100

Increased Positions (3)

DASH DOORDASH INC 8.7%

Value ($000) $11,732 (-14.6%) Shares 51,800 (+2.6%) Est. Cost $189.23 Unrealized +24.0%

FLUT FLUTTER ENTMT PLC 4.8%

Value ($000) $6,451 (-12.4%) Shares 30,000 (+3.4%) Est. Cost $248.10 Unrealized -9.3%

MELI MERCADOLIBRE INC 11.7%

Value ($000) $15,711 (-1.1%) Shares 7,800 (+14.7%) Est. Cost $1419.94 Unrealized +47.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DASH	DOORDASH INC	51,800 (+2.6%)	$11,732 (-14.6%)	8.7%	$189.23	+24.0%	CL A	25809K105
FLUT	FLUTTER ENTMT PLC	30,000 (+3.4%)	$6,451 (-12.4%)	4.8%	$248.10	-9.3%	SHS	G3643J108
MELI	MERCADOLIBRE INC	7,800 (+14.7%)	$15,711 (-1.1%)	11.7%	$1419.94	+47.9%	COM	58733R102

Exited Positions (1)

CSGP COSTAR GROUP INC 2.5%

Value ($000) $3,375 Shares 40,000 Est. Cost $88.37 Unrealized -19.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CSGP	COSTAR GROUP INC	40,000	$3,375	2.5%	$88.37	-19.8%	—	22160N109

Decreased Positions (1)

ILMN ILLUMINA INC 8.6%

Value ($000) $11,542 (+21.5%) Shares 88,000 (-12.0%) Est. Cost $108.24 Unrealized +8.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ILMN	ILLUMINA INC	88,000 (-12.0%)	$11,542 (+21.5%)	8.6%	$108.24	+8.5%	COM	452327109

Unchanged Positions (8)

GOOGL ALPHABET INC 14.7%

Value ($000) $19,719 Shares 63,000 Est. Cost $157.26 Unrealized +81.6%

BX BLACKSTONE INC 13.2%

Value ($000) $17,726 Shares 115,000 Est. Cost $117.79 Unrealized +28.6%

AMZN AMAZON COM INC 15.3%

Value ($000) $20,543 Shares 89,000 Est. Cost $165.35 Unrealized +38.4%

HWM HOWMET AEROSPACE INC 8.4%

Value ($000) $11,276 Shares 55,000 Est. Cost $127.77 Unrealized +55.8%

SLB SLB LIMITED 3.4%

Value ($000) $4,606 Shares 120,000 Est. Cost — Unrealized —

NU NU HLDGS LTD 5.2%

Value ($000) $7,031 Shares 420,000 Est. Cost $11.82 Unrealized +36.0%

BTC GRAYSCALE BITCOIN MINI TR ET 0.7%

Value ($000) $968 Shares 25,000 Est. Cost $47.75 Unrealized —

ICE INTERCONTINENTAL EXCHANGE IN 2.4%

Value ($000) $3,239 Shares 20,000 Est. Cost $170.47 Unrealized -8.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	63,000	$19,719	14.7%	$157.26	+81.6%	CAP STK CL A	02079K305
BX	BLACKSTONE INC	115,000	$17,726	13.2%	$117.79	+28.6%	COM	09260D107
AMZN	AMAZON COM INC	89,000	$20,543	15.3%	$165.35	+38.4%	COM	023135106
HWM	HOWMET AEROSPACE INC	55,000	$11,276	8.4%	$127.77	+55.8%	COM	443201108
SLB	SLB LIMITED	120,000	$4,606	3.4%	—	—	CALL	806857108
NU	NU HLDGS LTD	420,000	$7,031	5.2%	$11.82	+36.0%	ORD SHS CL A	G6683N103
BTC	GRAYSCALE BITCOIN MINI TR ET	25,000	$968	0.7%	$47.75	—	SHS NEW	389930207
ICE	INTERCONTINENTAL EXCHANGE IN	20,000	$3,239	2.4%	$170.47	-8.4%	COM	45866F104