KP MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVTS | 217K | $1.91M |
 | INTC | 170K | $7.50M |
 | NOK | 120K | $964.80K |
 | NVDA | 93K | $16.13M |
 | APH | 73K | $9.16M |
 | ORLY | 68K | $6.23M |
 | TSEM | 61K | $10.71M |
 | AMZN | 52K | $10.73M |
 | SOLS | 45K | $3.40M |
 | GOOGL | 43K | $12.37M |
 | LASR | 40K | $2.28M |
 | TTMI | 40K | $3.90M |
 | TSM | 40K | $13.52M |
 | AAPL | 40K | $10.15M |
 | TEL | 34K | $7.11M |
 | HEI | 33K | $8.98M |
 | AVGO | 33K | $10.06M |
 | DSGR | 31K | $823.60K |
 | VIAV | 30K | $998.40K |
 | BE | 27K | $3.60M |
Navitas Semiconductor Corp
NVTS
Shares Held
217K
Value
$1.91M
Intel Corp.
INTC
Shares Held
170K
Value
$7.50M
Nokia Oyj
NOK
Shares Held
120K
Value
$964.80K
NVIDIA Corporation
NVDA
Shares Held
93K
Value
$16.13M
Amphenol Corporation
APH
Shares Held
73K
Value
$9.16M
O'Reilly Automotive, Inc.
ORLY
Shares Held
68K
Value
$6.23M
Tower Semiconductor Ltd.
TSEM
Shares Held
61K
Value
$10.71M
Amazon.com, Inc.
AMZN
Shares Held
52K
Value
$10.73M
Solstice Advanced Materials Inc.
SOLS
Shares Held
45K
Value
$3.40M
Alphabet Inc.
GOOGL
Shares Held
43K
Value
$12.37M
nLIGHT, Inc.
LASR
Shares Held
40K
Value
$2.28M
TTM Technologies, Inc.
TTMI
Shares Held
40K
Value
$3.90M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
40K
Value
$13.52M
Apple Inc.
AAPL
Shares Held
40K
Value
$10.15M
TE Connectivity plc
TEL
Shares Held
34K
Value
$7.11M
HEICO Corporation
HEI
Shares Held
33K
Value
$8.98M
Broadcom Inc.
AVGO
Shares Held
33K
Value
$10.06M
Distribution Solutions Group, Inc.
DSGR
Shares Held
31K
Value
$823.60K
Viavi Solutions Inc.
VIAV
Shares Held
30K
Value
$998.40K
Bloom Energy Corporation
BE
Shares Held
27K
Value
$3.60M