Institutions / Kinetic Partners Management, LP
Kinetic Partners Management, LP
CIK 1911448 · Institution · as of Dec 31, 2025
Portfolio value
$2.06B
Positions
44
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 44 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $164.85M | 8.0% |
| Amazon.com Inc | $138.87M | 6.7% |
| Sea Ltd | $120.05M | 5.8% |
| Microsoft Corp | $106.73M | 5.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $106.65M | 5.2% |
| Broadcom Inc. | $97.25M | 4.7% |
| Alphabet Inc. | $97.03M | 4.7% |
| Walt Disney Co | $83.73M | 4.1% |
| Carpenter Technology Corp | $81.17M | 3.9% |
| Woodward Inc | $79.69M | 3.9% |
| Carvana Co. | $63.39M | 3.1% |
| Natera, Inc. | $62.61M | 3.0% |
| AppLovin Corp | $60.11M | 2.9% |
| Solstice Advanced Materials Inc. | $59.38M | 2.9% |
| MongoDB, Inc. | $54.80M | 2.7% |
| Ferguson Enterprises Inc. /DE | $54.77M | 2.7% |
| Spotify Technology S a | $53.13M | 2.6% |
| DoorDash, Inc. | $47.65M | 2.3% |
| SiteOne Landscape Supply, Inc. | $39.86M | 1.9% |
| Nu Hldgs Ltd | $38.80M | 1.9% |
| Argan, Inc. | $36.66M | 1.8% |
| Louisiana-Pacific Corp | $36.16M | 1.8% |
| Reddit, Inc. | $35.99M | 1.7% |
| JFrog Ltd | $30.63M | 1.5% |
| Coupang, Inc. | $30.46M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.