Kinetic Partners Management, LP
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationmiami, FL
- CIK0001911448
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
32 | $1.39B | AMZN, AVGO, LPX, AER | 13F-HR | May 15, 2025 | 000117266125002350 | ||
34 | $1.52B | AMZN, AVGO, LPX, DASH | 13F-HR | Feb 14, 2025 | 000117266125001171 | ||
28 | $1.44B | AMZN, TRANSUNION, DASH, LPX | 13F-HR | Nov 14, 2024 | 000117266124005217 | ||
27 | $1.37B | AMZN, MSFT, LPX, CRM | 13F-HR | Aug 14, 2024 | 000117266124003533 | ||
27 | $1.43B | AMZN, CRM, MSFT, FERGUSON PLC NEW | 13F-HR | May 15, 2024 | 000117266124002514 | ||
23 | $1.17B | AMZN, MSFT, PTC, CRM | 13F-HR | Feb 14, 2024 | 000117266124001473 | ||
20 | $1.01B | AMZN, CHTR, PTC, DASH | 13F-HR | Nov 14, 2023 | 000117266123003881 | ||
22 | $986.42M | AMZN, PTC, META, DASH | 13F-HR | Aug 14, 2023 | 000117266123003116 | ||
20 | $728.19M | MSFT, AMZN, CRM, META | 13F-HR | May 15, 2023 | 000117266123002298 | ||
19 | $571.65M | MSFT, AMZN, HCA, MA | 13F-HR | Feb 14, 2023 | 000117266123001307 |