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Kinetic Partners Management, LP

Q4 2025 13F Holdings

  • Location
    miami, FL
  • Num holdings

    44

  • Value ($000)

    $2,061,358

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001911448
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$164.85M
8 %

883,925

A
AMZN

AMAZON COM INC

COM
023135106
$138.87M
7 %

601,652

S
SE

SEA LTD

SPONSORD ADS
81141R100
$120.05M
6 %

941,056

M
MSFT

MICROSOFT CORP

COM
594918104
$106.73M
5 %

220,681

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$106.65M
5 %

350,934

A
AVGO

BROADCOM INC

COM
11135F101
$97.25M
5 %

281,000

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$97.03M
5 %

309,200

D
DIS

DISNEY WALT CO

COM
254687106
$83.73M
4 %

735,973

C
CRS

CARPENTER TECHNOLOGY CORP

COM
144285103
$81.17M
4 %

257,800

W
WWD

WOODWARD INC

COM
980745103
$79.69M
4 %

263,598

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