Kinetic Partners Management, LP
Q1 2025 13F Holdings
- Locationmiami, FL
- Num holdings
32
- Value ($000)
$1,394,748
- Date Filed05/15/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMZN AMAZON COM INC | COM | 023135106 | $159.34M | 11 % | 837,477 | ||
AVGO BROADCOM INC | COM | 11135F101 | $123.81M | 9 % | 739,500 | ||
LPX LOUISIANA PAC CORP | COM | 546347105 | $100.54M | 7 % | 1,093,055 | ||
AER AERCAP HOLDINGS NV | SHS | N00985106 | $95.91M | 7 % | 938,703 | ||
DASH DOORDASH INC | CL A | 25809K105 | $92.00M | 7 % | 503,376 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $88.41M | 6 % | 815,750 | ||
OWL BLUE OWL CAPITAL INC | COM CL A | 09581B103 | $72.86M | 5 % | 3,635,765 | ||
SE SEA LTD | SPONSORD ADS | 81141R100 | $64.51M | 5 % | 494,400 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $63.40M | 5 % | 381,954 | ||
TPD SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | $51.31M | 4 % | 856,898 |
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