Kinetic Partners Management
$1.8B Assets Reported
56 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 755,752 | $157M | 8.8% |
| NVDA | NVIDIA CORPORATION | 880,725 | $154M | 8.6% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 348,254 | $118M | 6.6% |
| AVGO | BROADCOM INC | 361,040 | $112M | 6.3% |
| SE | SEA LTD | 1,252,156 | $104M | 5.8% |
| RTX | RTX CORPORATION | 396,500 | $76M | 4.3% |
| WWD | WOODWARD INC | 174,698 | $63M | 3.5% |
| SOLS | SOLSTICE ADVANCED MATLS INC | 727,800 | $55M | 3.1% |
| CVNA | CARVANA CO | 172,419 | $54M | 3.0% |
| SPOT | SPOTIFY TECHNOLOGY S A | 98,360 | $48M | 2.7% |
Track Kinetic Partners Management's 13F portfolio: $1.8B in reported holdings, 56 positions. Top holdings, AUM, and quarterly changes on SentiSense.