Kintayl Capital LP Portfolio Holdings

Kintayl Capital LP

  • $181 Billion
  • Q2 2025

Kintayl Capital LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $181 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Liberty Broadband Corp with a value of $15.8B, Hess Corp with a value of $12.8B, Ansys Inc with a value of $10.4B, Interpublic Group Of Companies, Inc. with a value of $9.3B, and Chart Industries Inc with a value of $7.04B.

Examining the 13F form we can see an increase of $39.9B in the current position value, from $141B to 181B.

Kintayl Capital LP is based out at New York, NY

Below you can find more details about Kintayl Capital LP portfolio as well as his latest detailed transactions.

Portfolio value $181 Billion
Communication Services: $38.3 Billion
ETFs: $32 Billion
Technology: $22.7 Billion
Energy: $21.4 Billion
Financial Services: $17.7 Billion
Industrials: $8.41 Billion
Consumer Defensive: $6.16 Billion
Consumer Cyclical: $5.46 Billion
Other: $10.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.04B
$15.8 Billion 8.7% of portfolio
160,314
Q2 2025 Added 55.41%
$46.1B
$12.8 Billion 7.06% of portfolio
92,288
Q2 2025 Added 26.13%
$32.6B
$10.4 Billion 5.71% of portfolio
29,471
Q2 2025 Added 14.54%
$9.82B
$9.3 Billion 5.13% of portfolio
379,983
Q2 2025 Added 127.51%
$7.29B
$7.04 Billion 3.88% of portfolio
42,728
Q2 2025 New
$1.24T
$7.02 Billion 3.87% of portfolio
39,567
Q2 2025 New
$1.91B
$6.65 Billion 3.67% of portfolio
588,316
Q2 2025 Added 145.99%
$0
$6.2 Billion 3.42% of portfolio
122,200
Q4 2024 New
$36.4B
$6.16 Billion 3.4% of portfolio
40,749
Q2 2025 New
-
$6.01 Billion 3.32% of portfolio
-
Q4 2024 New
$24.1B
$5.66 Billion 3.13% of portfolio
88,517
Q2 2025 Reduced 59.97%
$3.02B
$5.41 Billion 2.99% of portfolio
379,454
Q2 2025 Added 66.71%
$33.2B
$4.6 Billion 2.54% of portfolio
26,568
Q2 2025 New
Kenvue Inc
-
$4.44 Billion 2.45% of portfolio
-
Q2 2025 New
$57.7B
$4.19 Billion 2.31% of portfolio
35,091
Q2 2025 Added 51.82%
$0
$4 Billion 2.21% of portfolio
43,579
Q2 2025 Reduced 43.09%
$2.16B
$3.83 Billion 2.12% of portfolio
181,761
Q2 2025 New
$7.62B
$3.75 Billion 2.07% of portfolio
72,333
Q2 2025 Reduced 0.09%
$3.06B
$3.43 Billion 1.9% of portfolio
129,607
Q2 2025 Added 29.64%
$5.15B
$3.34 Billion 1.84% of portfolio
134,548
Q2 2025 Reduced 62.28%
$2.89B
$3.11 Billion 1.72% of portfolio
197,013
Q2 2025 New
-
$2.84 Billion 1.57% of portfolio
-
Q2 2025 Reduced 67.29%
$27.3B
$2.41 Billion 1.33% of portfolio
30,283
Q2 2025 New
$818M
$2.27 Billion 1.25% of portfolio
215,545
Q2 2025 Reduced 11.09%
$3.57B
$2.2 Billion 1.21% of portfolio
38,997
Q2 2025 New
$2.39B
$1.9 Billion 1.05% of portfolio
77,400
Q2 2025 New
$3.76B
$1.81 Billion 1.0% of portfolio
28,195
Q2 2025 New
$2.29B
$1.77 Billion 0.98% of portfolio
83,935
Q2 2025 New
$1.21B
$1.55 Billion 0.85% of portfolio
138,222
Q2 2025 Reduced 4.48%
$4.26B
$1.26 Billion 0.7% of portfolio
33,048
Q2 2025 Reduced 61.47%
$1.3B
$1.2 Billion 0.66% of portfolio
52,516
Q2 2025 New
$1.16B
$1.1 Billion 0.61% of portfolio
80,000
Q2 2025 New
Cohen Circle Acquisition Cor
-
$572 Million 0.32% of portfolio
-
Q2 2025 Reduced 66.2%
Sitio Royalties Corp
-
$583 Million 0.32% of portfolio
-
Q2 2025 New
$33B
$445 Million 0.25% of portfolio
15,839
Q2 2025 New
$13.5B
$383 Million 0.21% of portfolio
2,567
Q2 2025 New
$0
$241 Million 0.13% of portfolio
3,029
Q4 2024 New
$2.01B
$111 Million 0.06% of portfolio
10,208
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $181 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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