KTF INVESTMENTS, LLC
CIK 2099997
13F filing for Q2 2026・No. 2,602
- Holdings
- US$989.41M
- Quarter change
- +US$405.18M
- Entries
- 93
- Net bought (estimate)
- +US$211.56M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 8
- Cut 34
- Added 29
- Corporate actions 2
- Unchanged 20
Largest holdings
93 stocks worth US$989.41M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DORMDORMAN PRODS INC COMStock | Added | 871,463 | US$118.91M | 12.02% |
| MUMicronStock | Cut | 75,710 | US$87.39M | 8.83% |
| HDHOME DEPOT INC COMStock | Added | 223,135 | US$78.7M | 7.95% |
| TSLATeslaStock | Added | 164,956 | US$69.38M | 7.01% |
| DELLDELL TECHNOLOGIES INC CL CStock | Added | 115,402 | US$49.79M | 5.03% |
| AVGOBroadcomStock | Added | 124,647 | US$47.09M | 4.76% |
| MODMODINE MFG CO COMStock | Cut | 165,649 | US$44.23M | 4.47% |
| NVDANvidiaStock | Added | 213,098 | US$42.64M | 4.31% |
| URIUNITED RENTALS INC COMStock | Added | 36,113 | US$40.91M | 4.13% |
| AMZNAmazonStock | Added | 150,261 | US$35.81M | 3.62% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.