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Portfolio (Quarterly) Guide ↗

Kultura Capital Management LP

· CIK 0002064545
13F Portfolio $637.7B AUM 53 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 7 Added 7 Reduced 30 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CALL NEBIUS GROUP N.V. 15,700.0 $1.6M 0.26% NEW $103.76
42 PURR HYPERLIQUID STRATEGIES INC Basic Materials 305,300.0 $1.6M 0.24% NEW $5.09 +40.3%
43 OKLO CALL OKLO INC Utilities 26,400.0 $1.3M 0.20% NEW $49.59 +35.5%
44 CQP CALL CHENIERE ENERGY PARTNERS L P Energy 16,000.0 $1.0M 0.16% NEW $64.63 -1.5%
45 USAR CALL USA RARE EARTH INC Basic Materials 37,800.0 $572K 0.09% NEW $15.13 +64.1%
46 FRMI CALL FERMI INC Utilities 90,900.0 $531K 0.08% NEW $5.84 +26.2%
47 EOSE CALL EOS ENERGY ENTERPRISES INC Industrials 102,600.0 $509K 0.08% NEW $4.96 +64.7%
48 BW CALL BABCOCK & WILCOX ENTERPRISES Industrials 33,000.0 $485K 0.08% NEW $14.69 +48.7%
49 CALL VENTURE GLOBAL INC 24,400.0 $385K 0.06% NEW $15.76
50 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,300.0 $219K 0.03% $95.41 +29.8%
51 OPENDOOR TECHNOLOGIES INC 16,333.0 $201K 0.03% $12.32
52 OPENDOOR TECHNOLOGIES INC 16,333.0 $136K 0.02% $8.32
53 OPENDOOR TECHNOLOGIES INC 16,333.0 $71K 0.01% $4.32
Page 3 of 3  ·  53 positions

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
Technology 67.4%
Communication Services 20.4%
Financial Services 5.8%
Industrials 5.0%
Basic Materials 1.4%