KTF INVESTMENTS, LLC: 13F holdings
CIK 20999972026Q2
| Positions | 93 |
|---|
| Reported value | $989.4m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 93 (+2 vs prior quarter) |
|---|
| Reported value | $989.4m (+69.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DORM DORMAN PRODS INC COM | 871,463 | $118.9m | 12.0% |
| MU MICRON TECHNOLOGY INC COM | 75,710 | $87.4m | 8.8% |
| HD HOME DEPOT INC COM | 223,135 | $78.7m | 8.0% |
| TSLA TESLA INC COM | 164,956 | $69.4m | 7.0% |
| DELL DELL TECHNOLOGIES INC CL C | 115,402 | $49.8m | 5.0% |
| AVGO BROADCOM INC COM | 124,647 | $47.1m | 4.8% |
| MOD MODINE MFG CO COM | 165,649 | $44.2m | 4.5% |
| NVDA NVIDIA CORPORATION COM | 213,098 | $42.6m | 4.3% |
| URI UNITED RENTALS INC COM | 36,113 | $40.9m | 4.1% |
| AMZN AMAZON COM INC COM | 150,261 | $35.8m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2099997")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples