Kultura Capital Management LP

Kultura Capital Management LP oversees $158M in assets, with a concentrated portfolio of 48 positions. The fund's top holdings include APP ($12.2M), NVDA ($11.0M), and GOOGL ($10.4M), which collectively account for 21% of the portfolio. Technology giants such as META ($10.0M), INTC ($7.1M), and MSFT ($6.2M) also feature prominently, while AMZN ($7.1M) and TSM ($6.6M) represent notable allocations to the sector. These positions comprise 63% of the fund's total AUM, with the remaining 37% distributed across a range of other equities.

📌 Top Holdings