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KINETIC PARTNERS MANAGEMENT, LP
KINETIC PARTNERS MANAGEMENT, LP
Latest filing: 2026-06-30
KINETIC PARTNERS MANAGEMENT, LP runs KINETIC PARTNERS MANAGEMENT, LP and currently holds 47 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $4.19B. Their top holdings are SPCX, SNOW, AMZN, NVDA, TSM. The top five represent 46.1% of reported portfolio weight. KINETIC PARTNERS MANAGEMENT, LP ranks #97 out of 1000 investors tracked by Alpha Score. In the most recent quarter, KINETIC PARTNERS MANAGEMENT, LP initiated 6 new positions. They added to 16 existing positions. They trimmed 19 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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47 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
SP SPCX SPACE EXPLORATION TECHN CORP | 29.06% | $170.86 | $136.97 | -19.83% | New Buy |
 SNOW SNOWFLAKE INC | 4.89% | $254.50 | $332.55 | +30.67% | Added +100.00% |
 AMZN AMAZON COM INC | 4.37% | $157.58 | $258.63 | +64.13% | Added +1.56% |
 NVDA NVIDIA CORPORATION | 4.09% | $132.15 | $214.76 | +62.51% | Trimmed -2.84% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 3.69% | $171.54 | $418.87 | +144.18% | Trimmed -7.18% |
 MDB MONGODB INC | 3.35% | $325.19 | $430.83 | +32.49% | Added +1023.59% |
 LLY ELI LILLY & CO | 3.23% | $1,199.43 | $1,254.77 | +4.61% | New Buy |
 WWD WOODWARD INC | 3.04% | $329.02 | $343.26 | +4.33% | Added +71.38% |
 SE SEA LTD | 2.73% | $119.66 | $117.51 | -1.80% | Trimmed -4.62% |
 STX SEAGATE TECHNOLOGY HLDNGS PL | 2.51% | $568.72 | $850.00 | +49.46% | Added +83.95% |
Showing 1-10 of 47