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Portfolio (Quarterly) Guide ↗

KIDS CAPITAL MANAGEMENT, L.P.

· CIK 0001909180
13F Portfolio $134M AUM 13 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 3 Added 1 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MELI MERCADOLIBRE INC Consumer Cyclical 7,800.0 $15.7M 11.68% +1K +14.7% $2014.26 -16.7%
2 DASH DOORDASH INC Communication Services 51,800.0 $11.7M 8.72% +1K +2.6% $226.48 -29.7%
3 FLUTTER ENTMT PLC 30,000.0 $6.5M 4.80% +1K +3.5% $215.04

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 32.6%
Communication Services 25.5%
Financial Services 23.5%
Healthcare 9.4%
Industrials 9.1%