Kinetic Partners Management, LP
Q3 2025 13F Holdings
- Locationmiami, FL
- Num holdings
42
- Value ($000)
$2,064,413
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001911448
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMAZON COM INC | COM | 023135106 | $173.65M | 8 % | 790,852 | ||
NVIDIA CORPORATION | COM | 67066G104 | $142.8M | 7 % | 765,332 | ||
SEA LTD | SPONSORD ADS | 81141R100 | $109.36M | 5 % | 611,856 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $101.34M | 5 % | 362,854 | ||
CARPENTER TECHNOLOGY CORP | COM | 144285103 | $94.9M | 5 % | 386,500 | ||
APPLOVIN CORP | COM CL A | 03831W108 | $92.05M | 5 % | 128,106 | ||
MICROSOFT CORP | COM | 594918104 | $88.92M | 4 % | 171,681 | ||
CARVANA CO | CL A | 146869102 | $84.94M | 4 % | 225,159 | ||
DOORDASH INC | CL A | 25809K105 | $79.89M | 4 % | 293,706 | ||
FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | $78.38M | 4 % | 349,000 |
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