KCM Capital Inc
SEC Form 13F institutional filer · CIK 0002026745
13F-HR · 22 reported holdings · 2026-03-31
Reported long-US-equity value
$0.43B
Top-10 concentration
82.9%
KCM Capital Inc — $433M AUM allocation strategy
KCM Capital Inc files SEC Form 13F and reports $433M of long US equity value across 22 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 46.9%, followed by Consumer Discretionary 15.6% and Communication Services 12.8%.
The top 10 holdings account for 83% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
KCM Capital Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$433M
total across 22 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
83% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MU +60K sh · +$25M+$GOOGL +10K sh · +$1.52M+$IWM +9.8K sh · +$2.45M
Biggest trims (shares)
−$SNDK −112K sh · +$25.2M−$CCL −100K sh · −$8.18M−$XLU −50K sh · −$1.65M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors23.8%—
- Technology Hardware, Storage & Peripherals19.1%—
- Pharmaceuticals10.4%—
- Interactive Media & Services9.1%—
- Broadline Retail7.5%—
- Hotels, Resorts & Cruise Lines6.6%—
- Consumer Staples Merchandise Retail4.3%—
- Systems Software4.1%—
- Other holdings15.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SNDK | Sandisk Corporation | 130K | $82.6M | -112K | 19.1% |
| $NVDA | NVIDIA Corporation | 300K | $52.3M | +0 | 12.1% |
| $MU | Micron Technology Inc | 150K | $50.7M | +60K | 11.7% |
| $LLY | Eli Lilly and Company | 40K | $36.8M | +0 | 8.5% |
| $AMZN | Amazon.com Inc | 155K | $32.3M | +0 | 7.5% |
| $CCL | Carnival Corporation Ltd | 1.1M | $28.5M | -100K | 6.6% |
| $META | Meta Platforms Inc | 39K | $22.3M | -1K | 5.2% |
| $COST | Costco Wholesale Corporation | 18.5K | $18.4M | -1 | 4.3% |
| $MSFT | Microsoft Corporation | 47K | $17.4M | +0 | 4.0% |
| $GOOGL | Alphabet Inc | 60K | $17.2M | +10K | 4.0% |
…and 12 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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