Kinetic Partners Management, LP - Portfolio Stock Holdings
Kinetic Partners Management, LP disclosed 57 stock positions in a recent SEC 13F filing. $4,189,073,931 of stock holdings were filed, with the largest holdings including SPCX, DPC, and SNOW. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $4,727,761,234 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.
Report Period:
June 30, 2026No. of Stocks:
57Est. Stock Holding Value:
$4,189,073,931Top Stock Holdings By Sector
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Portfolio Stock Holdings - Kinetic Partners Management, LP
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% of Portfolio
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