CIK 1911448
Kinetic Partners Management, LP
Institutional 13F holdings & portfolio
Holdings
44
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–44 of 44
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 884K | $1M+ | SH |
| AMZN | AMAZON COM INC | 602K | $1M+ | SH |
| SE | SEA LTD | 941K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 221K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 351K | $1M+ | SH |
| AVGO | BROADCOM INC | 281K | $1M+ | SH |
| GOOG | ALPHABET INC | 309K | $1M+ | SH |
| DIS | DISNEY WALT CO | 736K | $1M+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 258K | $1M+ | SH |
| WWD | WOODWARD INC | 264K | $1M+ | SH |
| CVNA | CARVANA CO | 150K | $1M+ | SH |
| NTRA | NATERA INC | 273K | $1M+ | SH |
| APP | APPLOVIN CORP | 89K | $1M+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 1.2M | $1M+ | SH |
| MDB | MONGODB INC | 131K | $1M+ | SH |
| FERG | FERGUSON ENTERPRISES INC | 246K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 92K | $1M+ | SH |
| DASH | DOORDASH INC | 210K | $1M+ | SH |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 320K | $1M+ | SH |
| NU | NU HLDGS LTD | 2.3M | $1M+ | SH |
| AGX | ARGAN INC | 117K | $1M+ | SH |
| LPX | LOUISIANA PAC CORP | 448K | $1M+ | SH |
| RDDT | REDDIT INC | 157K | $1M+ | SH |
| FROG | JFROG LTD | 490K | $1M+ | SH |
| CPNG | COUPANG INC | 1.3M | $1M+ | SH |
| JHX | JAMES HARDIE INDS PLC | 1.3M | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 95K | $1M+ | SH |
| NCNO | NCINO INC | 949K | $1M+ | SH |
| SGI | SOMNIGROUP INTERNATIONAL INC | 250K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 99K | $1M+ | SH |
| NFLX | NETFLIX INC | 195K | $1M+ | SH |
| SHOP | SHOPIFY INC | 114K | $1M+ | SH |
| META | META PLATFORMS INC | 27K | $1M+ | SH |
| PFSI | PENNYMAC FINL SVCS INC NEW | 126K | $1M+ | SH |
| CRWV | COREWEAVE INC | 219K | $1M+ | SH |
| OWL | BLUE OWL CAPITAL INC | 811K | $1M+ | SH |
| INTU | INTUIT | 18K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 50K | $1M+ | SH |
| GTM | ZOOMINFO TECHNOLOGIES INC | 1.0M | $1M+ | SH |
| AEO | AMERICAN EAGLE OUTFITTERS IN | 303K | $1M+ | SH |
| GEV | GE VERNOVA INC | 9K | $1M+ | SH |
| TSLA | TESLA INC | 13K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 17K | $1M+ | SH |
| ORCL | ORACLE CORP | 19K | $1M+ | SH |