Position in FORM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$0
New position
Shares Held
0
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Derivatives in FORM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$5,373,246
PutShares
55,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Kultura Capital Management LP holds $58,449,828 across 6 Semiconductor Equipment & Materials names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
23,200 | $16,773,600 | |
| 2 | COHU |
Cohu Inc
|
157,357 | $11,630,255 | |
| 3 | AEHR |
Aehr Test Systems
|
117,865 | $11,322,111 | |
| 4 | ASML |
Asml Holding NV
|
4,200 | $8,355,647 | |
| 5 | LRCX |
Lam Research Corp
|
12,880 | $5,581,290 | |
| 6 | ACMR |
ACM Research, Inc.
|
37,725 | $4,786,925 |
All Filings in FORM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,373,246 | 55,400 | Put | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||