Kinetic Partners Management, LP

Q4 2024 13F Holdings

  • Location
    miami, FL
  • Num holdings

    34

  • Value ($000)

    $1,518,470

  • Date Filed
    02/14/2025
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMZN
AMZN

AMAZON COM INC

COM
023135106
$179.32M
12 %

817,352

AVGO
AVGO

BROADCOM INC

COM
11135F101
$132.94M
9 %

573,400

LPX
LPX

LOUISIANA PAC CORP

COM
546347105
$96.14M
6 %

928,412

DASH
DASH

DOORDASH INC

CL A
25809K105
$95.95M
6 %

571,976

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$87.72M
6 %

208,105

APP
APP

APPLOVIN CORP

COM CL A
03831W108
$77.06M
5 %

237,954

OWL
OWL

BLUE OWL CAPITAL INC

COM CL A
09581B103
$75.51M
5 %

3,246,465

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$68.96M
5 %

513,550

TPD
TPD

TEMPUR SEALY INTL INC

COM
88023U101
$68.20M
5 %

1,203,098

AER
AER

AERCAP HOLDINGS NV

SHS
N00985106
$67.97M
5 %

710,200

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