Karl Kapital LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
22
Total value ($000)
$144,354
Net value change ($000)
+31,588 (28.0%)
New positions
11
Sold out positions
7
Turnover %
61.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FUTU 6,557 NEW
AFRM 6,428 NEW
UWMC 5,528 314.8%
LPLA 5,413 NEW
ICE 4,958 NEW
VLY 4,958 NEW
RKT 4,910 NEW
AAMI 4,900 NEW
ENVA 4,705 NEW
BGC 3,755 NEW
Top Reduces (Value $000, Stocks/ETFs)
WD -7,015 -100.0%
TWO -6,087 -100.0%
INVH -5,318 -100.0%
WLTH -5,197 -100.0%
AMG -4,295 -100.0%
EFX -3,481 -100.0%
SF -3,322 -100.0%
PGR -2,032 -29.5%
RPC -1,781 -27.4%
SKWD -724 -6.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type