Kinetic Partners Management, LP: 13F holdings
CIK 19114482026Q2
| Positions | 47 |
|---|---|
| Reported value | $4.2bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 7,125,795 | $1.2bn | 29.1% |
| DPC HOLDINGS PLC | 6,931,158 | $340.0m | 8.1% |
| SNOW SNOWFLAKE INC | 805,000 | $204.9m | 4.9% |
| AMZN AMAZON COM INC | 767,552 | $182.9m | 4.4% |
| NVDA NVIDIA CORPORATION | 855,724 | $171.2m | 4.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 323,254 | $154.4m | 3.7% |
| MDB MONGODB INC | 417,606 | $140.3m | 3.3% |
| LLY ELI LILLY & CO | 112,720 | $135.2m | 3.2% |
| WWD WOODWARD INC | 299,398 | $127.4m | 3.0% |
| SE SEA LTD | 1,194,356 | $114.5m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911448")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.