Kinetic Partners Management
$4.2B 13F equity value
57 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kinetic Partners Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | 7,125,795 | $1.2B | 29.1% |
| DPC | DPC HOLDINGS PLC | 6,931,158 | $340M | 8.1% |
| SNOW | SNOWFLAKE INC | 805,000 | $205M | 4.9% |
| AMZN | AMAZON COM INC | 767,552 | $183M | 4.4% |
| NVDA | NVIDIA CORPORATION | 855,724 | $171M | 4.1% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 323,254 | $154M | 3.7% |
| MDB | MONGODB INC | 417,606 | $140M | 3.3% |
| LLY | ELI LILLY & CO | 112,720 | $135M | 3.2% |
| WWD | WOODWARD INC | 299,398 | $127M | 3.0% |
| SE | SEA LTD | 1,194,356 | $114M | 2.7% |
Track Kinetic Partners Management's 13F portfolio: $4.2B in reported holdings, 57 positions. Top holdings and quarterly changes on SentiSense.
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