Skip to Main Content

Kinetic Partners Management, LP - Portfolio Stock Holdings

Kinetic Partners Management, LP disclosed 56 stock positions in a recent SEC 13F filing. $1,725,704,649 of stock holdings were filed, with the largest holdings including AMZN, NVDA, and TSM. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

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:

March 31, 2026

No. of Stocks:

56

Est. Stock Holding Value:

$1,725,704,649

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - Kinetic Partners Management, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...