Kings Path Partners LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Kings Path Partners LLC opened 51 positions, added to 26, reduced 14, sold out of 14 and left 102 unchanged. The largest increase in value was CDNL (+$698,493); the largest decrease was IIIV (-$453,349).
- LGND: Country of operation United States; Class COM NEW; Shares 2026-03-31 3,960; Shares 2026-06-30 3,960.
- PAHC: Country of operation United States; Class CL A COM; Shares 2026-03-31 17,155; Shares 2026-06-30 17,155.
- NVEC: Country of operation United States; Class COM NEW; Shares 2026-03-31 7,405; Shares 2026-06-30 7,405.
- WULF: Country of operation United States; Class COM; Shares 2026-03-31 24,535; Shares 2026-06-30 24,535.
Two Form 13F-HR filings compared (SEC CIK 2030974): 2026-03-31 (filed 2026-08-21) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
LGND
LIGAND PHARMACEUTICALS INC | United States | COM NEW | 3,960 | 3,960 | 0 | $790,614 | $1,251,716 | +$461,102 |
|---|
PAHC
PHIBRO ANIMAL HEALTH CORP | United States | CL A COM | 17,155 | 17,155 | 0 | $948,843 | $538,667 | -$410,176 |
|---|
NVEC
NVE CORP | United States | COM NEW | 7,405 | 7,405 | 0 | $485,028 | $774,193 | +$289,165 |
|---|
WULF
TERAWULF INC | United States | COM | 24,535 | 24,535 | 0 | $354,040 | $606,015 | +$251,975 |
|---|
TRGP
TARGA RES CORP | United States | COM | 12,471 | 12,471 | 0 | $3,126,854 | $3,343,974 | +$217,120 |
|---|
SEI
SOLARIS ENERGY INFRAS INC | United States | COM CL A | 8,360 | 8,360 | 0 | $472,424 | $672,646 | +$200,222 |
|---|
PLPC
PREFORMED LINE PRODS CO | United States | COM | 1,155 | 1,155 | 0 | $312,716 | $474,197 | +$161,481 |
|---|
UFPT
UFP TECHNOLOGIES INC | United States | COM | 2,210 | 2,210 | 0 | $427,856 | $585,937 | +$158,081 |
|---|
BLFS
BIOLIFE SOLUTIONS INC | United States | COM NEW | 16,570 | 16,570 | 0 | $316,156 | $467,937 | +$151,781 |
|---|
WRBY
WARBY PARKER INC | United States | CL A COM | 13,405 | 13,405 | 0 | $282,443 | $406,708 | +$124,265 |
|---|
PEGA
PEGASYSTEMS INC | United States | COM | 9,601 | 9,601 | 0 | $408,619 | $287,742 | -$120,877 |
|---|
TFIN
TRIUMPH FINANCIAL INC | United States | COM | 7,255 | 7,255 | 0 | $432,833 | $553,629 | +$120,796 |
|---|
PNTG
PENNANT GROUP INC | United States | COM | 17,550 | 17,550 | 0 | $534,924 | $648,473 | +$113,549 |
|---|
KRT
KARAT PACKAGING INC | United States | COM | 20,010 | 20,010 | 0 | $558,679 | $669,535 | +$110,856 |
|---|
GRBK
GREEN BRICK PARTNERS INC | United States | COM | 6,701 | 6,701 | 0 | $431,879 | $536,348 | +$104,469 |
|---|
MCB
METROPOLITAN BK HLDG CORP | United States | COM | 6,460 | 6,460 | 0 | $538,053 | $637,990 | +$99,937 |
|---|
TTI
TETRA TECHNOLOGIES INC DEL | United States | COM | 31,870 | 31,870 | 0 | $271,532 | $361,087 | +$89,555 |
|---|
MRVL
MARVELL TECHNOLOGY INC | United States | COM | 400 | 400 | 0 | $39,620 | $119,156 | +$79,536 |
|---|
BFST
BUSINESS FIRST BANCSHARES IN | United States | COM | 19,770 | 19,770 | 0 | $534,581 | $607,532 | +$72,951 |
|---|
KRUS
KURA SUSHI USA INC | United States | CL A COM | 5,225 | 5,225 | 0 | $364,653 | $300,751 | -$63,902 |
|---|
LMAT
LEMAITRE VASCULAR INC | United States | COM | 4,675 | 4,675 | 0 | $510,370 | $448,613 | -$61,757 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 288 | 288 | 0 | $46,172 | $98,214 | +$52,042 |
|---|
EE
EXCELERATE ENERGY INC | United States | CL A COM | 10,995 | 10,995 | 0 | $367,453 | $417,700 | +$50,247 |
|---|
TSLA
TESLA INC | United States | COM | 1,000 | 1,000 | 0 | $371,750 | $420,600 | +$48,850 |
|---|
PWP
PERELLA WEINBERG PARTNERS | United States | CLASS A COM | 22,060 | 22,060 | 0 | $400,610 | $352,078 | -$48,532 |
|---|
WK
WORKIVA INC | United States | COM CL A | 4,360 | 4,360 | 0 | $259,987 | $211,504 | -$48,483 |
|---|
GRDN
GUARDIAN PHARMACY SVCS INC | United States | CL A | 10,300 | 10,300 | 0 | $387,898 | $431,261 | +$43,363 |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 3,233 | 3,233 | 0 | $285,021 | $244,124 | -$40,897 |
|---|
PL
PLANET LABS PBC | United States | COM CL A | 7,235 | 7,235 | 0 | $202,218 | $239,696 | +$37,478 |
|---|
ANIP
ANI PHARMACEUTICALS INC | United States | COM | 6,200 | 6,200 | 0 | $476,780 | $513,236 | +$36,456 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 1,173 | 1,173 | 0 | $204,571 | $234,706 | +$30,135 |
|---|
BOOT
BOOT BARN HLDGS INC | United States | COM | 1,395 | 1,395 | 0 | $204,172 | $229,157 | +$24,985 |
|---|
NCNO
NCINO INC | United States | COM | 17,215 | 17,215 | 0 | $257,881 | $281,465 | +$23,584 |
|---|
AVGO
BROADCOM INC | United States | COM | 300 | 300 | 0 | $92,853 | $113,325 | +$20,472 |
|---|
ADMA
ADMA BIOLOGICS INC | United States | COM | 28,940 | 28,940 | 0 | $260,749 | $242,228 | -$18,521 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 500 | 500 | 0 | $73,140 | $58,335 | -$14,805 |
|---|
SLV
ISHARES SILVER TR | United States | ISHARES | 1,000 | 1,000 | 0 | $68,140 | $53,470 | -$14,670 |
|---|
MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 600 | 600 | 0 | $43,476 | $57,672 | +$14,196 |
|---|
BSX
BOSTON SCIENTIFIC CORP | United States | COM | 706 | 706 | 0 | $44,302 | $30,132 | -$14,170 |
|---|
INTU
INTUIT | United States | COM | 72 | 72 | 0 | $31,131 | $18,792 | -$12,339 |
|---|
PFE
PFIZER INC | United States | COM | 2,850 | 2,850 | 0 | $80,028 | $68,628 | -$11,400 |
|---|
META
META PLATFORMS INC | United States | CL A | 1,180 | 1,180 | 0 | $675,113 | $664,682 | -$10,431 |
|---|
DE
DEERE & CO | United States | COM | 143 | 143 | 0 | $80,552 | $90,709 | +$10,157 |
|---|
PEP
PEPSICO INC | United States | COM | 500 | 500 | 0 | $77,645 | $67,700 | -$9,945 |
|---|
V
VISA INC | United States | COM CL A | 240 | 240 | 0 | $72,538 | $82,342 | +$9,804 |
|---|
TDG
TRANSDIGM GROUP INC | United States | COM | 55 | 55 | 0 | $63,743 | $73,262 | +$9,519 |
|---|
UAL
UNITED AIRLS HLDGS INC | United States | COM | 200 | 200 | 0 | $18,414 | $27,198 | +$8,784 |
|---|
HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 358 | 358 | 0 | $8,524 | $16,149 | +$7,625 |
|---|
MELI
MERCADOLIBRE INC | | COM | 200 | 200 | 0 | $345,804 | $339,478 | -$6,326 |
|---|
MCD
MCDONALDS CORP | United States | COM | 147 | 147 | 0 | $45,686 | $39,736 | -$5,950 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 65 | 65 | 0 | $18,445 | $24,292 | +$5,847 |
|---|
COIN
COINBASE GLOBAL INC | United States | COM CL A | 200 | 200 | 0 | $34,922 | $29,238 | -$5,684 |
|---|
CRM
SALESFORCE INC | United States | COM | 176 | 176 | 0 | $32,854 | $27,572 | -$5,282 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 84 | 84 | 0 | $83,700 | $78,579 | -$5,121 |
|---|
CPT
CAMDEN PPTY TR | United States | SH BEN INT | 300 | 300 | 0 | $29,298 | $34,347 | +$5,049 |
|---|
HLT
HILTON WORLDWIDE HLDGS INC | United States | COM | 189 | 189 | 0 | $57,471 | $62,457 | +$4,986 |
|---|
GEV
GE VERNOVA INC | United States | COM | 16 | 16 | 0 | $13,966 | $18,798 | +$4,832 |
|---|
IRMD
IRADIMED CORP | United States | COM | 6,840 | 6,840 | 0 | $658,418 | $653,630 | -$4,788 |
|---|
STC
STEWART INFORMATION SVCS COR | United States | COM | 1,050 | 1,050 | 0 | $64,659 | $69,321 | +$4,662 |
|---|
TTD
THE TRADE DESK INC | United States | COM CL A | 1,000 | 1,000 | 0 | $22,690 | $18,080 | -$4,610 |
|---|
UNP
UNION PAC CORP | United States | COM | 147 | 147 | 0 | $35,665 | $39,984 | +$4,319 |
|---|
CCB
COASTAL FINL CORP WA | United States | COM NEW | 3,025 | 3,025 | 0 | $230,203 | $234,468 | +$4,265 |
|---|
RRC
RANGE RES CORP | United States | COM | 500 | 500 | 0 | $22,590 | $18,595 | -$3,995 |
|---|
CPRT
COPART INC | United States | COM | 688 | 688 | 0 | $22,842 | $19,395 | -$3,447 |
|---|
PLUG
PLUG PWR INC | United States | COM NEW | 6,520 | 6,520 | 0 | $14,735 | $17,669 | +$2,934 |
|---|
UEC
URANIUM ENERGY CORP | | COM | 1,000 | 1,000 | 0 | $13,500 | $10,660 | -$2,840 |
|---|
AMT
AMERICAN TOWER CORP | United States | COM | 259 | 259 | 0 | $44,698 | $42,365 | -$2,333 |
|---|
IREN
IREN LIMITED | | ORDINARY SHARES | 200 | 200 | 0 | $6,856 | $9,146 | +$2,290 |
|---|
CRWV
COREWEAVE INC | United States | COM CL A | 100 | 100 | 0 | $7,747 | $9,954 | +$2,207 |
|---|
USB
US BANCORP | United States | COM NEW | 250 | 250 | 0 | $13,003 | $15,100 | +$2,097 |
|---|
BN
BROOKFIELD CORP | | CL A LTD VT SH | 949 | 949 | 0 | $38,406 | $40,418 | +$2,012 |
|---|
SKYW
SKYWEST INC | United States | COM | 256 | 256 | 0 | $23,508 | $25,428 | +$1,920 |
|---|
CVS
CVS HEALTH CORP | United States | COM | 50 | 50 | 0 | $3,591 | $5,173 | +$1,582 |
|---|
ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 8,000 | 8,000 | 0 | $154,400 | $152,960 | -$1,440 |
|---|
ECL
ECOLAB INC | United States | COM | 112 | 112 | 0 | $29,794 | $31,204 | +$1,410 |
|---|
IDCC
INTERDIGITAL INC | United States | COM | 71 | 71 | 0 | $21,442 | $20,102 | -$1,340 |
|---|
VRSK
VERISK ANALYTICS INC | United States | COM | 128 | 128 | 0 | $24,288 | $22,980 | -$1,308 |
|---|
CIFR
CIPHER DIGITAL INC | United States | COM | 100 | 100 | 0 | $1,287 | $2,450 | +$1,163 |
|---|
HPQ
HP INC | United States | COM | 391 | 391 | 0 | $7,511 | $8,579 | +$1,068 |
|---|
MP
MP MATERIALS CORP | United States | COM CL A | 100 | 100 | 0 | $4,826 | $5,601 | +$775 |
|---|
MCO
MOODYS CORP | United States | COM | 25 | 25 | 0 | $10,906 | $11,323 | +$417 |
|---|
SOUN
SOUNDHOUND AI INC | United States | CLASS A COM | 1,000 | 1,000 | 0 | $6,870 | $6,470 | -$400 |
|---|
IP
INTERNATIONAL PAPER CO | United States | COM | 150 | 150 | 0 | $5,355 | $5,715 | +$360 |
|---|
ALL
ALLSTATE CORP | United States | COM | 11 | 11 | 0 | $2,281 | $2,617 | +$336 |
|---|
MSCI
MSCI INC | United States | COM | 12 | 12 | 0 | $6,468 | $6,720 | +$252 |
|---|
T
AT&T INC | United States | COM | 30 | 30 | 0 | $870 | $621 | -$249 |
|---|
ES
EVERSOURCE ENERGY | United States | COM | 80 | 80 | 0 | $5,542 | $5,782 | +$240 |
|---|
ZS
ZSCALER INC | United States | COM | 200 | 200 | 0 | $28,058 | $28,230 | +$172 |
|---|
ANGX
ANGEL STUDIOS INC | United States | CL A COM | 262 | 262 | 0 | $799 | $962 | +$163 |
|---|
GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 21 | 21 | 0 | $1,495 | $1,344 | -$151 |
|---|
ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 630 | 630 | 0 | $58,155 | $58,017 | -$138 |
|---|
NNE
NANO NUCLEAR ENERGY INC | United States | COM | 200 | 200 | 0 | $4,096 | $4,228 | +$132 |
|---|
CBRE
CBRE GROUP INC | United States | CL A | 154 | 154 | 0 | $20,861 | $20,742 | -$119 |
|---|
EIX
EDISON INTL | United States | COM | 90 | 90 | 0 | $6,586 | $6,701 | +$115 |
|---|
DXC
DXC TECHNOLOGY CO | United States | COM | 26 | 26 | 0 | $327 | $230 | -$97 |
|---|
LLYVK
LIBERTY LIVE HOLDINGS INC | United States | COM SHS SER C | 7 | 7 | 0 | $659 | $739 | +$80 |
|---|
CHTR
CHARTER COMMUNICATIONS INC | United States | CL A | 1 | 1 | 0 | $216 | $142 | -$74 |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 345 | 345 | 0 | $19,886 | $19,955 | +$69 |
|---|
ORCL
ORACLE CORP | United States | COM | 118 | 118 | 0 | $17,359 | $17,293 | -$66 |
|---|
DG
DOLLAR GEN CORP | United States | COM | 15 | 15 | 0 | $1,781 | $1,727 | -$54 |
|---|
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