Kinetic Partners Management, LP
Kinetic Partners Management, LP reported 47 positions worth $4.19B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPCX (29.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPCX | SH | $1.22B | 29.06% | 7,125,795 | — | — | |
| ▸ 2 | DPC | SH | $340.0M | 8.12% | 6,931,158 | — | — | |
| ▸ 3 | SNOW | SH | $204.9M | 4.89% | 805,000 | — | — | |
| ▸ 4 | AMZN | SH | $182.9M | 4.37% | 767,552 | — | — | |
| ▸ 5 | NVDA | SH | $171.2M | 4.09% | 855,724 | — | — | |
| ▸ 6 | TSM | SH | $154.4M | 3.69% | 323,254 | — | — | |
| ▸ 7 | MDB | SH | $140.3M | 3.35% | 417,606 | — | — | |
| ▸ 8 | LLY | SH | $135.2M | 3.23% | 112,720 | — | — | |
| ▸ 9 | WWD | SH | $127.4M | 3.04% | 299,398 | — | — | |
| ▸ 10 | SE | SH | $114.5M | 2.73% | 1,194,356 | — | — |
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Frequently Asked Questions
What stocks does Kinetic Partners Management, LP hold as of Q2 2026?
Kinetic Partners Management, LP reported 47 positions worth $4.19B in its Q2 2026 13F filing. Largest positions: SPCX (29.1%), DPC (8.1%), SNOW (4.9%), AMZN (4.4%) and NVDA (4.1%).
What did Kinetic Partners Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Kinetic Partners Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.