0000929638-25-003022.txt : 20250814 0000929638-25-003022.hdr.sgml : 20250814 20250814140613 ACCESSION NUMBER: 0000929638-25-003022 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250814 DATE AS OF CHANGE: 20250814 EFFECTIVENESS DATE: 20250814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KP Management LLC CENTRAL INDEX KEY: 0002036769 ORGANIZATION NAME: EIN: 411921812 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24366 FILM NUMBER: 251217338 BUSINESS ADDRESS: STREET 1: BOX 24065 CITY: EDINA STATE: MN ZIP: 55424 BUSINESS PHONE: 612-332-7606 MAIL ADDRESS: STREET 1: BOX 24065 CITY: EDINA STATE: MN ZIP: 55424 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0002036769 XXXXXXXX 06-30-2025 06-30-2025 false KP Management LLC

Box 24065 Edina MN 55424

13F HOLDINGS REPORT 028-24366 000161307 801-130776 N Brent Peacock 612-332-7606 /s/ Brent Peacock Edina MN 08-14-2025 0 74 476294754 INFORMATION TABLE 2 informationtable.xml ADVANCED MICRO DEVICES INC COM 007903107 709500 5000 SH Call SOLE 5000 0 0 ALPHABET INC CAP STK CL A 02079K305 5099963 28750 SH SOLE 28750 0 0 ALPHABET INC CAP STK CL A 02079K305 4405750 25000 SH Call SOLE 25000 0 0 AMAZON COM INC COM 023135106 3071460 14000 SH Call SOLE 14000 0 0 AMAZON COM INC COM 023135106 1816769 8281 SH SOLE 8281 0 0 AMAZON COM INC COM 023135106 548475 2500 SH Put SOLE 2500 0 0 AMETEK INC COM 031100100 4524000 25000 SH SOLE 25000 0 0 AMPHENOL CORP NEW CL A 032095101 2715625 27500 SH SOLE 27500 0 0 ANSYS INC COM 03662Q105 14048800 40000 SH SOLE 40000 0 0 API GROUP CORP COM STK 00187Y100 1361340 40000 SH SOLE 40000 0 0 APPLE INC COM 037833100 9232650 45000 SH SOLE 45000 0 0 APPLE INC COM 037833100 2051700 10000 SH Call SOLE 10000 0 0 APPLE INC COM 037833100 2051700 10000 SH Put SOLE 10000 0 0 ARM HOLDINGS PLC SPONSORED ADS 042068205 1617400 10000 SH SOLE 10000 0 0 ARM HOLDINGS PLC SPONSORED ADS 042068205 646960 4000 SH Call SOLE 4000 0 0 ASML HOLDINGS N V N Y REGISTRY SHS N07059210 1202085 1500 SH Call SOLE 1500 0 0 ATLASSIAN CORPORATION CL A 049468101 4163345 20500 SH SOLE 20500 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 4372800 6 SH SOLE 6 0 0 BOEING CO COM 097023105 5657310 27000 SH SOLE 27000 0 0 BROADCOM INC COM 11135F101 12404250 45000 SH SOLE 45000 0 0 BROADCOM INC COM 11135F101 2756500 10000 SH Call SOLE 10000 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 5854850 19000 SH SOLE 19000 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 1981750 25000 SH SOLE 25000 0 0 CARVANA CO CL A 146869102 6739200 20000 SH SOLE 20000 0 0 CLOUDFLARE INC CL A COM 18915M107 391660 2000 SH SOLE 2000 0 0 COMPOSECURE INC COM CL A 20459V105 98630 7000 SH SOLE 7000 0 0 COSTCO WHSL CORP NEW COM 22160K105 34647900 35000 SH SOLE 35000 0 0 CRH PLC ORD G25508105 459000 5000 SH SOLE 5000 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 3819825 7500 SH SOLE 7500 0 0 CUMMINS INC COM 231021106 3275000 10000 SH SOLE 10000 0 0 DATADOG INC CL A COM 23804L103 4216216 31387 SH SOLE 31387 0 0 DISTRIBUTION SOLUTIONS GRP I COM 520776105 247230 9000 SH SOLE 9000 0 0 EATON CORP PLC SHS G29183103 1784950 5000 SH Call SOLE 5000 0 0 EATON CORP PLC SHS G29183103 678281 1900 SH SOLE 1900 0 0 FAIR ISAAC CORP COM 303250104 30161340 16500 SH SOLE 16500 0 0 GE AEROSPACE COM NEW 369604301 3378244 13125 SH SOLE 13125 0 0 GE VERNOVA INC COM 36828A101 18784825 35500 SH SOLE 35500 0 0 GITLAB INC CLASS A COM 37637K108 745533 16527 SH SOLE 16527 0 0 HOME DEPOT INC COM 437076102 4216360 11500 SH SOLE 11500 0 0 INTEL CORP COM 458140100 224000 10000 SH Call SOLE 10000 0 0 INTUIT COM 461202103 7876300 10000 SH SOLE 10000 0 0 JPMORGAN CHASE & CO. COM 46625H100 1304595 4500 SH SOLE 4500 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 3277200 20000 SH SOLE 20000 0 0 LATTICE SEMICONDUCTOR CORP COM 518415104 1361236 27786 SH SOLE 27786 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2388245 4250 SH SOLE 4250 0 0 META PLATFORMS INC CL A 30303M102 49821075 67500 SH SOLE 67500 0 0 MICROSOFT CORP COM 594918104 16165825 32500 SH SOLE 32500 0 0 MICROSOFT CORP COM 594918104 2487050 5000 SH Call SOLE 5000 0 0 MONDAY COM LTD SHS M7S64H106 4151450 13201 SH SOLE 13201 0 0 MONOLITHIC PWR SYS INC COM 609839105 4388280 6000 SH SOLE 6000 0 0 MOODYS CORP COM 615369105 46397075 92500 SH SOLE 92500 0 0 NVIDIA CORPORATION COM 67066G104 1421910 9000 SH SOLE 9000 0 0 NVIDIA CORPORATION COM 67066G104 394975 2500 SH Call SOLE 2500 0 0 O'REILLY AUTOMOTIVE INC COM 67103H107 901300 10000 SH SOLE 10000 0 0 PARKER-HANNIFIN CORP COM 701094104 2793880 4000 SH SOLE 4000 0 0 PARSONS CORP DEL COM 70202L102 305023 4250 SH SOLE 4250 0 0 RESOLUTE HLDGS MGMT INC COM 76134H101 318700 10000 SH SOLE 10000 0 0 ROBINHOOD MKTS INC COM CL A 770700102 1638525 17500 SH Call SOLE 17500 0 0 ROBINHOOD MKTS INC COM CL A 770700102 655410 7000 SH SOLE 7000 0 0 S&P GLOBAL INC COM 78409V104 8963930 17000 SH SOLE 17000 0 0 SERVICENOW INC COM 81762P102 24673920 24000 SH SOLE 24000 0 0 SHERWIN WILLIAMS CO COM 824348106 12017600 35000 SH SOLE 35000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 13428450 17500 SH SOLE 17500 0 0 SYNOPSYS INC COM 871607107 4716656 9200 SH SOLE 9200 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9625825 42500 SH SOLE 42500 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2264900 10000 SH Call SOLE 10000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 4054600 10000 SH SOLE 10000 0 0 TRANSDIGM GROUP INC COM 893641100 15206400 10000 SH SOLE 10000 0 0 UNION PAC CORP COM 907818108 5752000 25000 SH SOLE 25000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3587655 11500 SH Call SOLE 11500 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1559850 5000 SH SOLE 5000 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 3489028 27171 SH SOLE 27171 0 0 VISA INC COM CL A 92826C839 8698725 24500 SH SOLE 24500 0 0 WOODWARD INC COM 980745103 4043985 16500 SH SOLE 16500 0 0