Kinetic Partners Management, LP

Q2 2025 13F Holdings

  • Location
    miami, FL
  • Num holdings

    39

  • Value ($000)

    $1,828,514

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMZN
AMZN

AMAZON COM INC

COM
023135106
$161.90M
9 %

737,952

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$114.22M
6 %

722,932

SE
SE

SEA LTD

SPONSORD ADS
81141R100
$111.49M
6 %

697,056

AVGO
AVGO

BROADCOM INC

COM
11135F101
$108.42M
6 %

393,311

DASH
DASH

DOORDASH INC

CL A
25809K105
$106.91M
6 %

433,706

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$101.00M
6 %

445,954

CRS
CRS

CARPENTER TECHNOLOGY CORP

COM
144285103
$92.50M
5 %

334,700

DIS
DIS

DISNEY WALT CO

COM
254687106
$83.16M
5 %

670,573

LPX
LPX

LOUISIANA PAC CORP

COM
546347105
$73.16M
4 %

850,795

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$72.16M
4 %

145,081

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