Kinetic Partners Management, LP
CIK 1911448
13F filing for Q2 2026・No. 1,033
- Holdings
- US$4.19B
- Quarter change
- +US$2.4B
- Entries
- 47
- Net bought (estimate)
- +US$2.04B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 10
- Cut 19
- Added 15
- Corporate actions 0
- Unchanged 5
Largest holdings
47 stocks worth US$4.19B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK | New | 7,125,795 | US$1.22B | 29.06% |
| DPCDPC HOLDINGS PLCORDINARY SHARES | New | 6,931,158 | US$340.04M | 8.12% |
| SNOWSNOWFLAKE INCCOM SHS | New | 805,000 | US$204.87M | 4.89% |
| AMZNAmazonCOM | Added | 767,552 | US$182.94M | 4.37% |
| NVDANvidiaCOM | Cut | 855,724 | US$171.22M | 4.09% |
| TSMTSMC ADRSPONSORED ADS | Cut | 323,254 | US$154.38M | 3.69% |
| MDBMONGODB INCCL A | Added | 417,606 | US$140.27M | 3.35% |
| LLYELI LILLY & COCOM | New | 112,720 | US$135.2M | 3.23% |
| WWDWOODWARD INCCOM | Added | 299,398 | US$127.38M | 3.04% |
| SESEA LTDSPONSORD ADS | Cut | 1,194,356 | US$114.46M | 2.73% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.