KALEIDOSCOPE CAPITAL LP

Wealth advisor Mechanical financials specialist (100%) CIK 1702912
League rank
#3247
in Wealth advisor · #7406 overall
Long book
$259.7M
Q1 2026
Positions
15
Top-10 weight
97%
concentration
Last quarter
-5.5%
SPY +14.8%
Turnover
27%
of book per quarter

Strategy in plain words

auto-generated from filings

KALEIDOSCOPE CAPITAL LP is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $259.7M US long book across 15 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, ISHARES BITCOIN TRUST ETF, GRAYSCALE ETHEREUM STAKING M, ISHARES ETHEREUM TRUST ETF, FIDELITY WISE ORIGIN BITCOIN.

Over the last 6 quarters its long book ran on average 6.9pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2024
-6.7%
Q1 2025
+23.7%
Q2 2025
+12.5%
Q3 2025
-19.0%
Q4 2025
-18.5%
Q1 2026
-5.5%

Sector allocation

No sector data

Long book by quarter

$101.9M
Q4 2024
$168.2M
Q1 2025
$251.9M
Q2 2025
$350.0M
Q3 2025
$261.8M
Q4 2025
$259.7M
Q1 2026

What does KALEIDOSCOPE CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 11, 202615$259.7M canonicalSEC ↗
Q4 202513F-HRFeb 13, 202611$261.8M canonicalSEC ↗
Q3 202513F-HRNov 12, 202511$350.0M canonicalSEC ↗
Q2 202513F-HRAug 13, 20259$251.9M canonicalSEC ↗
Q1 202513F-HRMay 13, 20259$168.2M canonicalSEC ↗
Q4 202413F-HRFeb 13, 20259$101.9M canonicalSEC ↗