KCK
HAMILTON, D0files as KCK LTD.
$15m in 2 US stocks at the end of 30 September 2025. The top 10 are 100.0% of the money. It changed about 1.0% of the portfolio this quarter.
Value
$15m
Stocks
2
Top 10 share
100.0%
Turnover
1.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Sight SciencesSGHT | 99.7% | $15m | 4,374,975 | Held |
| Rein TherapeuticsRNTX | 0.3% | $52,055 | 22,341 | Held |
Over time and by industry
Value over time
Sep '25
Value is down 17.6% since 30 June 2025.
Where the money is
Health care100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.