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Kultura Capital Management LP Last Quarter Change: USA Stocks, Sold Out

Kultura Capital Management LP quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Kultura Capital Management LP opened 11 positions, added to 6, reduced 7, sold out of 7 and left 4 unchanged. The largest increase in value was INTC (+$25,329,277); the largest decrease was META (-$7,580,723).

  • META: Country of operation United States; Class CL A; Shares 2026-03-31 13,250; Shares 2026-06-30 0.
  • CIEN: Country of operation United States; Class COM NEW; Shares 2026-03-31 12,300; Shares 2026-06-30 0.
  • PLTR: Country of operation United States; Class CL A; Shares 2026-03-31 26,500; Shares 2026-06-30 0.
  • BW: Country of operation United States; Class COM; Shares 2026-03-31 198,900; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 2064545): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
META
META PLATFORMS INC
United StatesCL A13,2500-13,250$7,580,723$0-$7,580,723
CIEN
CIENA CORP
United StatesCOM NEW12,3000-12,300$4,775,229$0-$4,775,229
PLTR
PALANTIR TECHNOLOGIES INC
United StatesCL A26,5000-26,500$3,876,420$0-$3,876,420
BW
BABCOCK & WILCOX ENTERPRISES
United StatesCOM198,9000-198,900$2,921,841$0-$2,921,841
POET
POET TECHNOLOGIES INC
COM NEW326,3000-326,300$1,938,222$0-$1,938,222
IOT
SAMSARA INC
United StatesCOM CL A54,4000-54,400$1,723,936$0-$1,723,936
CRCL
CIRCLE INTERNET GROUP INC
United StatesCOM CL A2,3000-2,300$219,443$0-$219,443

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