Kinetic Partners Management, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Kinetic Partners Management, LP held in its portfolio 44 assets valued at $2,061,358,111 (i.e. $2.06B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($164.85M), AMAZON COM INC ($138.87M), and SEA LTD ($120.05M).
The chart below shows the top 10 valuable assets, and the table below shows the top 44 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Kinetic Partners Management, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 883925 | 164852013 | COM |
| AMAZON COM INC | 601652 | 138873315 | COM |
| SEA LTD | 941056 | 120050514 | SPONSORD ADS |
| MICROSOFT CORP | 220681 | 106725745 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 350934 | 106645333 | SPONSORED ADS |
| BROADCOM INC | 281000 | 97254100 | COM |
| ALPHABET INC | 309200 | 97026960 | CAP STK CL C |
| DISNEY WALT CO | 735973 | 83731648 | COM |
| CARPENTER TECHNOLOGY CORP | 257800 | 81165752 | COM |
| WOODWARD INC | 263598 | 79690947 | COM |
| CARVANA CO | 150199 | 63386982 | CL A |
| NATERA INC | 273300 | 62610297 | COM |
| APPLOVIN CORP | 89206 | 60108787 | COM CL A |
| SOLSTICE ADVANCED MATLS INC | 1222400 | 59384192 | COM SHS |
| MONGODB INC | 130567 | 54797664 | CL A |
| FERGUSON ENTERPRISES INC | 246000 | 54766980 | COMMON STOCK NEW |
| SPOTIFY TECHNOLOGY S A | 91500 | 53134965 | SHS |
| DOORDASH INC | 210386 | 47648221 | CL A |
| SITEONE LANDSCAPE SUPPLY INC | 319975 | 39856086 | COM |
| NU HLDGS LTD | 2317528 | 38795419 | ORD SHS CL A |
| ARGAN INC | 117000 | 36658440 | COM |
| LOUISIANA PAC CORP | 447795 | 36163924 | COM |
| REDDIT INC | 156560 | 35988447 | CL A |
| JFROG LTD | 490427 | 30632070 | ORD SHS |
| COUPANG INC | 1291200 | 30459408 | CL A |
| JAMES HARDIE INDS PLC | 1270000 | 26352500 | ORD SHS |
| SEAGATE TECHNOLOGY HLDNGS PL | 95200 | 26217128 | ORD SHS |
| NCINO INC | 949000 | 24332360 | COM |
| SOMNIGROUP INTERNATIONAL INC | 249949 | 22315447 | COM |
| ADVANCED MICRO DEVICES INC | 98900 | 21180424 | COM |
| NETFLIX INC | 195250 | 18306640 | COM |
| SHOPIFY INC | 113626 | 18290377 | CL A SUB VTG SHS |
| META PLATFORMS INC | 26830 | 17710215 | CL A |
| PENNYMAC FINL SVCS INC NEW | 125900 | 16598656 | COM |
| COREWEAVE INC | 218700 | 15661107 | COM CL A |
| BLUE OWL CAPITAL INC | 810548 | 12109587 | COM CL A |
| INTUIT | 17559 | 11631433 | COM |
| SNOWFLAKE INC | 49800 | 10924128 | COM SHS |
| ZOOMINFO TECHNOLOGIES INC | 1046480 | 10642702 | COMMON STOCK |
| AMERICAN EAGLE OUTFITTERS IN | 303300 | 7998021 | COM |
| GE VERNOVA INC | 8965 | 5859255 | COM |
| TESLA INC | 12648 | 5688059 | COM |
| SHERWIN WILLIAMS CO | 16633 | 5389591 | COM |
| ORACLE CORP | 19200 | 3742272 | COM |
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