Kp-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "MPWR",
  "ARM",
  "MU",
  "GOOGL",
  "APG",
  "TEAM",
  "AVGO",
  "CP.TO",
  "CMI",
  "HD",
  "UNP",
  "META",
  null,
  "MA",
  "MSFT",
  "FICO",
  "GE",
  "GTLB",
  "HEI",
  "ORLY",
  "ANSS",
  "UNH",
  "AAPL",
  "NVDA",
  "INTC",
  "KEYS",
  "SPGI",
  "NOW",
  "SHW",
  "SNPS",
  "TMO",
  "TDG",
  "LSCC",
  "TSM",
  "VRT",
  "PSN",
  "APH",
  "AMZN",
  "V",
  "WWD",
  null,
  "MNDY",
  "SPOT",
  "GEV",
  "AME",
  "BRK-A",
  "BA",
  "CDNS",
  "CVNA",
  "NET",
  "CMPO",
  "COST",
  "CRH",
  "CRWD",
  "DDOG",
  "DSGR",
  "MCO",
  "ETN",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 61
Total Value: 209818850
Accession Number: 0000929638-25-001889
Form Type: 13F-HR
CIK: kp-management
Manager Name: Kp-Management

Data Enrichment

97% identified

59 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

61 positions • $209.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:6.5K

Value:$3.8M

% of Portfolio:1.8% ($3.8M/$209.8M)

Parker-Hannifin Corp

PH|701094104

Shares:6.0K

Value:$3.6M

% of Portfolio:1.7% ($3.6M/$209.8M)

AMETEK INC/

AME|031100100

Shares:20.5K

Value:$3.5M

% of Portfolio:1.7% ($3.5M/$209.8M)

CRH PUBLIC LTD CO

CRH|G25508105

Shares:40.0K

Value:$3.5M

% of Portfolio:1.7% ($3.5M/$209.8M)

PARSONS CORP

PSN|70202L102

Shares:57.5K

Value:$3.4M

% of Portfolio:1.6% ($3.4M/$209.8M)

monday.com Ltd.

MNDY|M7S64H106

Shares:14.0K

Value:$3.4M

% of Portfolio:1.6% ($3.4M/$209.8M)

Eaton Corp plc

ETN|G29183103

Shares:12.5K

Value:$3.4M

% of Portfolio:1.6% ($3.4M/$209.8M)

ServiceNow, Inc.

NOW|81762P102

Shares:4.3K

Value:$3.4M

% of Portfolio:1.6% ($3.4M/$209.8M)

GENERAL ELECTRIC CO

GE|369604301

Shares:16.5K

Value:$3.3M

% of Portfolio:1.6% ($3.3M/$209.8M)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:22.0K

Value:$3.3M

% of Portfolio:1.6% ($3.3M/$209.8M)

CUMMINS INC

CMI|231021106

Shares:10.0K

Value:$3.1M

% of Portfolio:1.5% ($3.1M/$209.8M)

Woodward, Inc.

WWD|980745103

Shares:16.5K

Value:$3.0M

% of Portfolio:1.4% ($3.0M/$209.8M)

AMPHENOL CORP /DE/

APH|032095101

Shares:45.0K

Value:$3.0M

% of Portfolio:1.4% ($3.0M/$209.8M)

HEICO CORP

HEI|422806109

Shares:10.0K

Value:$2.7M

% of Portfolio:1.3% ($2.7M/$209.8M)

BOEING CO

BA|097023105

Shares:15.0K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$209.8M)

Atlassian Corp

TEAM|049468101

Shares:12.0K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$209.8M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:35.0K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$209.8M)

FAIR ISAAC CORP

FICO|303250104

Shares:1.3K

Value:$2.4M

% of Portfolio:1.1% ($2.4M/$209.8M)

LATTICE SEMICONDUCTOR CORP

LSCC|518415104

Shares:45.0K

Value:$2.4M

% of Portfolio:1.1% ($2.4M/$209.8M)

ANSYS INC

ANSS|03662Q105

Shares:7.0K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$209.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	6.5K	QoQ 0.00% (-0) YoY -18.75% (-1.5K)	All Managers (Combined)	$3.8M	1.8% ($3.8M/$209.8M)	QoQ -1.98% (-$76.2K) YoY -30.43% (-$1.6M)
Parker-Hannifin Corp(PHcusip701094104)	6.0K	QoQ 0.00% (-0) YoY NEW(+6.0K)	All Managers (Combined)	$3.6M	1.7% ($3.6M/$209.8M)	QoQ -4.43% (-$169.1K) YoY NEW(+$3.6M)
AMETEK INC/(AMEcusip031100100)	20.5K	QoQ 0.00% (-0) YoY +17.14% (+3.0K)	All Managers (Combined)	$3.5M	1.7% ($3.5M/$209.8M)	QoQ -4.50% (-$166.5K) YoY +10.25% (+$328.1K)
CRH PUBLIC LTD CO(CRHcusipG25508105)	40.0K	QoQ 0.00% (-0) YoY +14.28% (+5.0K)	All Managers (Combined)	$3.5M	1.7% ($3.5M/$209.8M)	QoQ -4.91% (-$182.0K) YoY +16.55% (+$499.7K)
PARSONS CORP(PSNcusip70202L102)	57.5K	QoQ +109.09% (+30.0K) YoY +187.50% (+37.5K)	All Managers (Combined)	$3.4M	1.6% ($3.4M/$209.8M)	QoQ +34.20% (+$867.7K) YoY +105.21% (+$1.7M)
monday.com Ltd.(MNDYcusipM7S64H106)	14.0K	QoQ -15.15% (-2.5K) YoY +21.73% (+2.5K)	All Managers (Combined)	$3.4M	1.6% ($3.4M/$209.8M)	QoQ -12.36% (-$480.5K) YoY +31.05% (+$806.7K)
Eaton Corp plc(ETNcusipG29183103)	12.5K	QoQ 0.00% (-0) YoY +8.69% (-1.0K)	All Managers (Combined)	$3.4M	1.6% ($3.4M/$209.8M)	QoQ -18.09% (-$750.5K) YoY -5.50% (-$197.9K)
ServiceNow, Inc.(NOWcusip81762P102)	4.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.4M	1.6% ($3.4M/$209.8M)	QoQ -24.90% (-$1.1M) YoY +4.42% (+$143.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	16.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.3M	1.6% ($3.3M/$209.8M)	QoQ +20.00% (+$550.4K) YoY +14.02% (+$406.2K)
Keysight Technologies, Inc.(KEYScusip49338L103)	22.0K	QoQ NEW(+22.0K) YoY NEW(+22.0K)	All Managers (Combined)	$3.3M	1.6% ($3.3M/$209.8M)	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
CUMMINS INC(CMIcusip231021106)	10.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.1M	1.5% ($3.1M/$209.8M)	QoQ -10.08% (-$351.6K) YoY +6.37% (+$187.9K)
Woodward, Inc.(WWDcusip980745103)	16.5K	QoQ NEW(+16.5K) YoY NEW(+16.5K)	All Managers (Combined)	$3.0M	1.4% ($3.0M/$209.8M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
AMPHENOL CORP /DE/(APHcusip032095101)	45.0K	QoQ 0.00% (-0) YoY +125.00% (+25.0K)	All Managers (Combined)	$3.0M	1.4% ($3.0M/$209.8M)	QoQ -5.55% (-$173.7K) YoY +27.93% (+$644.5K)
HEICO CORP(HEIcusip422806109)	10.0K	QoQ 0.00% (+0) YoY -66.38% (-19.8K)	All Managers (Combined)	$2.7M	1.3% ($2.7M/$209.8M)	QoQ +12.38% (+$294.5K) YoY -52.97% (-$3.0M)
BOEING CO(BAcusip097023105)	15.0K	QoQ 0.00% (-0) YoY NEW(+15.0K)	All Managers (Combined)	$2.6M	1.2% ($2.6M/$209.8M)	QoQ -3.64% (-$96.8K) YoY NEW(+$2.6M)
Atlassian Corp(TEAMcusip049468101)	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$209.8M)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	35.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$209.8M)	QoQ -2.98% (-$75.6K) YoY -20.36% (-$628.6K)
FAIR ISAAC CORP(FICOcusip303250104)	1.3K	QoQ +36.84% (+350) YoY NEW(+1.3K)	All Managers (Combined)	$2.4M	1.1% ($2.4M/$209.8M)	QoQ +26.75% (+$506.0K) YoY NEW(+$2.4M)
LATTICE SEMICONDUCTOR CORP(LSCCcusip518415104)	45.0K	QoQ 0.00% (-0) YoY NEW(+45.0K)	All Managers (Combined)	$2.4M	1.1% ($2.4M/$209.8M)	QoQ -7.41% (-$189.0K) YoY NEW(+$2.4M)
ANSYS INC(ANSScusip03662Q105)	7.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$209.8M)	QoQ -6.15% (-$145.4K) YoY -8.81% (-$214.2K)