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Kinetic Partners Management, LP

Kinetic Partners Management, LP is an Investment Adviser institutional filer with the SEC under CIK 1911448, reporting 47 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Kinetic Partners Management, LP's most recent 13F filing, ranked by reported market value.

  1. SPACE EXPLORATION TECHN CORP (SPCX)
  2. DPC HOLDINGS PLC (DPC)
  3. SNOWFLAKE INC (SNOW)
  4. AMAZON COM INC (AMZN)
  5. NVIDIA CORPORATION (NVDA)
  6. TAIWAN SEMICONDUCTOR MANUFAC (TSM)
  7. MONGODB INC (MDB)
  8. ELI LILLY & CO (LLY)
  9. WOODWARD INC (WWD)
  10. SEA LTD (SE)
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