Kinetic Partners Management, LP
CIK 0001911448 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.19B
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
66.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPCX
SPACE EXPLORATION TECHN CORP
29.1%
DPC
DPC HOLDINGS PLC
8.1%
SNOW
SNOWFLAKE INC
4.9%
AMZN
AMAZON COM INC
4.4%
NVDA
NVIDIA CORPORATION
4.1%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
3.7%
MDB
MONGODB INC
3.3%
LLY
ELI LILLY & CO
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.