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Kinetic Partners Management, LP

All holdings · as of Dec 31, 2025

44 positions

CompanyClassValueShares% of portfolio
ORACLE CORP—$3.74M19,2000.2%
SHERWIN WILLIAMS CO—$5.39M16,6330.3%
Tesla Inc—$5.69M12,6480.3%
GE Vernova Inc.—$5.86M8,9650.3%
AMERICAN EAGLE OUTFITTERS INC—$8.00M303,3000.4%
ZoomInfo Technologies Inc.—$10.64M1,046,4800.5%
Snowflake Inc.—$10.92M49,8000.5%
INTUIT INC.—$11.63M17,5590.6%
BLUE OWL CAPITAL INC.—$12.11M810,5480.6%
CoreWeave, Inc.—$15.66M218,7000.8%
PennyMac Financial Services, Inc.—$16.60M125,9000.8%
Meta Platforms Inc—$17.71M26,8300.9%
SHOPIFY INC—$18.29M113,6260.9%
Netflix Inc—$18.31M195,2500.9%
ADVANCED MICRO DEVICES INC—$21.18M98,9001.0%
Somnigroup International Inc—$22.32M249,9491.1%
nCino Inc.—$24.33M949,0001.2%
Seagate Technology Holdings PLC—$26.22M95,2001.3%
JAMES HARDIE INDUSTRIES PLC—$26.35M1,270,0001.3%
Coupang, Inc.—$30.46M1,291,2001.5%
JFrog Ltd—$30.63M490,4271.5%
Reddit, Inc.—$35.99M156,5601.7%
LOUISIANA-PACIFIC CORP—$36.16M447,7951.8%
Argan, Inc.—$36.66M117,0001.8%
NU HLDGS LTD—$38.80M2,317,5281.9%
SiteOne Landscape Supply, Inc.—$39.86M319,9751.9%
DoorDash, Inc.—$47.65M210,3862.3%
SPOTIFY TECHNOLOGY S A—$53.13M91,5002.6%
Ferguson Enterprises Inc. /DE—$54.77M246,0002.7%
MongoDB, Inc.—$54.80M130,5672.7%
Solstice Advanced Materials Inc.—$59.38M1,222,4002.9%
AppLovin Corp—$60.11M89,2062.9%
Natera, Inc.—$62.61M273,3003.0%
CARVANA CO.—$63.39M150,1993.1%
Woodward Inc—$79.69M263,5983.9%
CARPENTER TECHNOLOGY CORP—$81.17M257,8003.9%
Walt Disney Co—$83.73M735,9734.1%
Alphabet Inc.—$97.03M309,2004.7%
Broadcom Inc.—$97.25M281,0004.7%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$106.65M350,9345.2%
MICROSOFT CORP—$106.73M220,6815.2%
Sea Ltd—$120.05M941,0565.8%
Amazon.com Inc—$138.87M601,6526.7%
NVIDIA Corp—$164.85M883,9258.0%
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