KCM Capital Inc
Q4 2025 13F Holdings
- Locationshawnee, KS
- Num holdings
30
- Value ($000)
$523,064
- Date Filed02/17/2026
- Form type13F-HR
- CIK0002026745
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
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|---|---|---|---|---|---|---|---|
SANDISK CORP | COM | 80004C200 | $57.37M | 11 % | 241,701 | ||
NVIDIA CORPORATION | COM | 67066G104 | $55.95M | 11 % | 300,000 | ||
ELI LILLY & CO | COM | 532457108 | $42.99M | 8 % | 40,000 | ||
CARNIVAL PLC | ADS | 14365C103 | $36.65M | 7 % | 1,200,000 | ||
AMAZON COM INC | COM | 023135106 | $35.78M | 7 % | 155,000 | ||
APPLOVIN CORP | COM CL A | 03831W108 | $33.69M | 6 % | 50,000 | ||
META PLATFORMS INC | CL A | 30303M102 | $26.4M | 5 % | 40,000 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | $25.69M | 5 % | 90,000 | ||
DRAFTKINGS INC NEW | COM CL A | 26142V105 | $24.12M | 5 % | 700,000 | ||
GEO GROUP INC NEW | COM | 36162J106 | $23.54M | 5 % | 1,460,000 |
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