Kinetic Partners Management, LP
48 holdingsFiling period: 2026-06-30Current AUM: $4.97Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 7.13M | $1.22B | $1.02B | 20.59% | -- | 2026-06-30 |
| 2 | SPCX | SPACE EXPLORATION TECHN CORP | 7.13M | $1.22B | $1.02B | 20.59% | -- | 2026-06-30 |
| 3 | — | DPC HOLDINGS PLC | 6.93M | $340.0M | $340.0M | 6.85% | -- | 2026-06-30 |
| 4 | SNOW | SNOWFLAKE INC | 805.0K | $204.9M | $260.0M | 5.24% | -- | 2026-06-30 |
| 5 | AMZN | AMAZON COM INC | 767.6K | $182.9M | $190.7M | 3.84% | +11.8K | 2026-06-30 |
| 6 | NVDA | NVIDIA CORPORATION | 855.7K | $171.2M | $181.6M | 3.66% | -25,001 | 2026-06-30 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 323.3K | $154.4M | $133.7M | 2.69% | -25,000 | 2026-06-30 |
| 8 | MDB | MONGODB INC | 417.6K | $140.3M | $157.7M | 3.18% | +380.4K | 2026-06-30 |
| 9 | LLY | ELI LILLY & CO | 112.7K | $135.2M | $128.1M | 2.58% | -- | 2026-06-30 |
| 10 | WWD | WOODWARD INC | 299.4K | $127.4M | $95.7M | 1.93% | +124.7K | 2026-06-30 |
| 11 | SE | SEA LTD | 1.19M | $114.5M | $122.6M | 2.47% | -57,800 | 2026-06-30 |
| 12 | — | SEAGATE TECHNOLOGY HLDNGS PL | 108.9K | $105.1M | $105.1M | 2.12% | +49.7K | 2026-06-30 |
| 13 | AMD | ADVANCED MICRO DEVICES INC | 170.5K | $99.0M | $86.0M | 1.73% | -60,700 | 2026-06-30 |
| 14 | CRWV | COREWEAVE INC | 904.9K | $90.1M | $73.2M | 1.47% | +374.3K | 2026-06-30 |
| 15 | RTX | RTX CORPORATION | 469.3K | $89.0M | $91.7M | 1.85% | +72.8K | 2026-06-30 |
| 16 | — | CONSTELLIUM SE | 2.54M | $81.0M | $81.0M | 1.63% | +1.23M | 2026-06-30 |
| 17 | SOLS | SOLSTICE ADVANCED MATLS INC | 787.2K | $69.7M | $45.0M | 0.91% | +59.4K | 2026-06-30 |
| 18 | GOOG | ALPHABET INC | 166.3K | $58.7M | $56.8M | 1.14% | +126.7K | 2026-06-30 |
| 19 | — | FLEX LTD | 354.0K | $57.4M | $57.4M | 1.16% | -- | 2026-06-30 |
| 20 | CVNA | CARVANA CO | 868.3K | $57.2M | $58.1M | 1.17% | +695.9K | 2026-06-30 |
| 21 | CLF | CLEVELAND-CLIFFS INC NEW | 6.02M | $56.5M | $71.0M | 1.43% | +775.0K | 2026-06-30 |
| 22 | SNDK | SANDISK CORP | 22.9K | $52.2M | $35.1M | 0.71% | -26,260 | 2026-06-30 |
| 23 | MSFT | MICROSOFT CORP | 136.4K | $50.9M | $67.8M | 1.37% | +120.7K | 2026-06-30 |
| 24 | NUE | NUCOR CORP | 170.7K | $38.0M | $44.2M | 0.89% | -- | 2026-06-30 |
| 25 | CENX | CENTURY ALUM CO | 776.7K | $35.7M | $30.8M | 0.62% | +245.0K | 2026-06-30 |
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