KCM Capital Inc
Q1 2026 13F Holdings
- Locationshawnee, KS
- Num holdings
34
- Value ($000)
$621,726
- Date Filed 05/13/2026
- Form type13F-HR
- CIK 0002026745
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SANDISK CORP | COM | 80004C200 | $82.59M | 13 % | 130,000 | ||
SANDISK CORP | CALL | 80004C900 | $61.16M | 10 % | 410,000 | call | |
NVIDIA CORPORATION | COM | 67066G104 | $52.32M | 8 % | 300,000 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | $50.68M | 8 % | 150,000 | ||
ELI LILLY & CO | COM | 532457108 | $36.79M | 6 % | 40,000 | ||
GEO GROUP INC NEW | COM | 36162J106 | $33.54M | 5 % | 1,995,000 | ||
AMAZON COM INC | COM | 023135106 | $32.28M | 5 % | 155,000 | ||
CARNIVAL PLC | ADS | 14365C103 | $28.47M | 5 % | 1,100,000 | ||
CERIBELL INC | COM | 15678C102 | $25.66M | 4 % | 1,400,000 | ||
META PLATFORMS INC | CL A | 30303M102 | $22.31M | 4 % | 39,000 |
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