KP MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TIC | 230K | $3.06M |
 | NVDA | 93K | $17.26M |
 | ORLY | 68K | $7.28M |
 | APH | 63K | $7.73M |
 | TSEM | 61K | $4.41M |
 | GTLB | 60K | $2.70M |
 | APG | 40K | $1.37M |
 | AAPL | 40K | $10.19M |
 | AMZN | 39K | $8.56M |
 | OUST | 38K | $1.03M |
 | AVGO | 38K | $12.54M |
 | GOOGL | 36K | $8.63M |
 | TSM | 35K | $9.78M |
 | DSGR | 31K | $944.12K |
 | HEI | 29K | $9.28M |
 | NET | 28K | $5.96M |
 | BA | 27K | $5.83M |
 | CRH | 25K | $3.00M |
 | SHW | 24K | $8.31M |
 | CP | 23K | $1.68M |
TIC Solutions, Inc.
TIC
Shares Held
230K
Value
$3.06M
NVIDIA Corporation
NVDA
Shares Held
93K
Value
$17.26M
O'Reilly Automotive, Inc.
ORLY
Shares Held
68K
Value
$7.28M
Amphenol Corporation
APH
Shares Held
63K
Value
$7.73M
Tower Semiconductor Ltd.
TSEM
Shares Held
61K
Value
$4.41M
GitLab Inc.
GTLB
Shares Held
60K
Value
$2.70M
APi Group Corporation
APG
Shares Held
40K
Value
$1.37M
Apple Inc.
AAPL
Shares Held
40K
Value
$10.19M
Amazon.com, Inc.
AMZN
Shares Held
39K
Value
$8.56M
Ouster, Inc.
OUST
Shares Held
38K
Value
$1.03M
Broadcom Inc.
AVGO
Shares Held
38K
Value
$12.54M
Alphabet Inc.
GOOGL
Shares Held
36K
Value
$8.63M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
35K
Value
$9.78M
Distribution Solutions Group, Inc.
DSGR
Shares Held
31K
Value
$944.12K
HEICO Corporation
HEI
Shares Held
29K
Value
$9.28M
Cloudflare, Inc.
NET
Shares Held
28K
Value
$5.96M
The Boeing Company
BA
Shares Held
27K
Value
$5.83M
CRH plc
CRH
Shares Held
25K
Value
$3.00M
The Sherwin-Williams Company
SHW
Shares Held
24K
Value
$8.31M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
23K
Value
$1.68M