Holdings
Kinetic Partners Management, LP
As of Jun 30, 2026, Kinetic Partners Management, LP reported 37 positions worth US$3.39B. Largest: Space Exploration Technologies Corp, Snowflake Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Space Exploration Technologies Corp | 7.13M | US$1.22B | new | Jun 30, 2026 |
| Snowflake Inc. | 805K | US$205M | new | Jun 30, 2026 |
| Amazon.com, Inc. | 768K | US$183M | +11,800 | Jun 30, 2026 |
| Nvidia Corporation | 856K | US$171M | −25,001 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 323K | US$154M | −25,000 | Jun 30, 2026 |
| Mongodb, Inc. | 418K | US$140M | +380K | Jun 30, 2026 |
| Eli Lilly And Company | 113K | US$135M | new | Jun 30, 2026 |
| Woodward, Inc. | 299K | US$127M | +125K | Jun 30, 2026 |
| Advanced Micro Devices Inc | 171K | US$99M | −60,700 | Jun 30, 2026 |
| Coreweave, Inc. | 905K | US$90.1M | +374K | Jun 30, 2026 |