KP MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TIC | 105K | $1.06M |
 | NVDA | 93K | $17.25M |
 | ORLY | 68K | $6.16M |
 | APH | 63K | $8.45M |
 | TSEM | 61K | $7.17M |
 | AAPL | 48K | $12.91M |
 | TSM | 40K | $12.16M |
 | AMZN | 39K | $9.00M |
 | GOOGL | 36K | $11.11M |
 | AVGO | 35K | $12.11M |
 | BE | 34K | $2.96M |
 | DSGR | 31K | $859.69K |
 | HEI | 29K | $9.30M |
 | NET | 28K | $5.48M |
 | BA | 27K | $5.86M |
 | MSFT | 27K | $12.82M |
 | TEL | 26K | $5.92M |
 | CRH | 25K | $3.12M |
 | TER | 25K | $4.84M |
 | SHW | 24K | $7.78M |
TIC Solutions, Inc.
TIC
Shares Held
105K
Value
$1.06M
NVIDIA Corporation
NVDA
Shares Held
93K
Value
$17.25M
O'Reilly Automotive, Inc.
ORLY
Shares Held
68K
Value
$6.16M
Amphenol Corporation
APH
Shares Held
63K
Value
$8.45M
Tower Semiconductor Ltd.
TSEM
Shares Held
61K
Value
$7.17M
Apple Inc.
AAPL
Shares Held
48K
Value
$12.91M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
40K
Value
$12.16M
Amazon.com, Inc.
AMZN
Shares Held
39K
Value
$9.00M
Alphabet Inc.
GOOGL
Shares Held
36K
Value
$11.11M
Broadcom Inc.
AVGO
Shares Held
35K
Value
$12.11M
Bloom Energy Corporation
BE
Shares Held
34K
Value
$2.96M
Distribution Solutions Group, Inc.
DSGR
Shares Held
31K
Value
$859.69K
HEICO Corporation
HEI
Shares Held
29K
Value
$9.30M
Cloudflare, Inc.
NET
Shares Held
28K
Value
$5.48M
The Boeing Company
BA
Shares Held
27K
Value
$5.86M
Microsoft Corporation
MSFT
Shares Held
27K
Value
$12.82M
TE Connectivity Ltd.
TEL
Shares Held
26K
Value
$5.92M
CRH plc
CRH
Shares Held
25K
Value
$3.12M
Teradyne, Inc.
TER
Shares Held
25K
Value
$4.84M
The Sherwin-Williams Company
SHW
Shares Held
24K
Value
$7.78M