Kinetic Partners Management, Lp Top Holdings and 13F Report (2026) About Kinetic Partners Management, LpInvestment ActivityKinetic Partners Management, Lp has $4.19 billion in total holdings as of June 30, 2026.Kinetic Partners Management, Lp owns shares of 47 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 61.20% of the portfolio was purchased this quarter.About 13.95% of the portfolio was sold this quarter.This quarter, Kinetic Partners Management, Lp has purchased 49 new stocks and bought additional shares in 15 stocks.Kinetic Partners Management, Lp sold shares of 19 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPACE EXPLORATION TECHN CORP $1,217,513,334DPC HOLDINGS PLC $340,042,611Snowflake $204,872,500Amazon.com $182,938,344NVIDIA $171,221,815 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $1,217,513,334 HoldingG2R11M108 - DPC HOLDINGS PLC $340,042,611 Holding833445109 - Snowflake $204,872,500 Holding532457108 - Eli Lilly and Company $135,199,750 HoldingY2573F102 - Flex $57,372,780 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN CORP 7,125,795 shares (about $1.22B)DPC HOLDINGS PLC 6,931,158 shares (about $340.04M)Snowflake 805,000 shares (about $204.87M)Eli Lilly and Company 112,720 shares (about $135.20M)MongoDB 380,439 shares (about $127.79M) Largest Sales this Quarter SANDISK CORP 26,260 shares (about $59.71M)Spotify Technology 83,200 shares (about $38.20M)Advanced Micro Devices 60,700 shares (about $35.26M)JFrog 343,104 shares (about $31.18M)Applied Materials 39,200 shares (about $28.34M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKinetic Partners Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPACE EXPLORATION TECHN CORP$1,217,513,334$1,217,513,334 â–²New Holding7,125,79529.1%CLASS A COM STKDPC HOLDINGS PLC$340,042,611$340,042,611 â–²New Holding6,931,1588.1%ORDINARY SHARESSNOWSnowflake$204,872,500$204,872,500 â–²New Holding805,0004.9%TechnologyAMZNAmazon.com$182,938,344$2,812,412 â–²1.6%767,5524.4%Consumer DiscretionaryNVDANVIDIA$171,221,815$5,002,450 â–¼-2.8%855,7244.1%TechnologyTSMTaiwan Semiconductor Manufacturing$154,376,413$11,939,250 â–¼-7.2%323,2543.7%TechnologyMDBMongoDB$140,273,855$127,789,460 â–²1,023.6%417,6063.3%TechnologyLLYEli Lilly and Company$135,199,750$135,199,750 â–²New Holding112,7203.2%HealthcareWWDWoodward$127,375,885$53,052,368 â–²71.4%299,3983.0%IndustrialsSESEA$114,455,135$5,538,974 â–¼-4.6%1,194,3562.7%Consumer DiscretionarySTXSeagate Technology$105,085,605$47,957,605 â–²83.9%108,8972.5%TechnologyAMDAdvanced Micro Devices$99,045,155$35,261,237 â–¼-26.3%170,5002.4%TechnologyCOREWEAVE INC$90,073,746$37,257,822 â–²70.5%904,9002.2%COM CL ARTXRTX$89,040,289$13,812,344 â–²18.4%469,3002.1%IndustrialsCSTMConstellium$81,026,288$39,200,100 â–²93.7%2,542,4001.9%MaterialsSOLSTICE ADVANCED MATLS INC$69,745,920$5,262,840 â–²8.2%787,2001.7%COM SHSGOOGAlphabet$58,744,646$44,752,778 â–²319.8%166,2601.4%Communication ServicesFLEXFlex$57,372,780$57,372,780 â–²New Holding354,0001.4%TechnologyCVNACarvana$57,151,177$45,802,558 â–²403.6%868,2951.4%Consumer DiscretionaryCLFCleveland-Cliffs$56,510,898$7,277,250 â–²14.8%6,018,2001.3%MaterialsSANDISK CORP$52,173,009$59,708,150 â–¼-53.4%22,9461.2%COMMSFTMicrosoft$50,887,761$45,038,434 â–²770.0%136,4211.2%TechnologyNUENucor$38,023,425$38,023,425 â–²New Holding170,7000.9%MaterialsCENXCentury Aluminum$35,735,967$11,272,450 â–²46.1%776,7000.9%MaterialsKLACKLA$34,093,230$28,095,235 â–²468.4%113,0000.8%TechnologyJAMES HARDIE INDS PLC$34,034,000$10,788,778 â–¼-24.1%1,300,0000.8%ORD SHSNUNU$33,627,4940.0%2,517,0280.8%FinanceAMATApplied Materials$31,595,100$28,341,600 â–¼-47.3%43,7000.8%TechnologyGE VERNOVA INC$30,434,748$5,286,870 â–¼-14.8%25,9050.7%COMDOORDASH INC$27,984,344$8,425,640 â–¼-23.1%151,6520.7%CL AYNDXYandex$27,644,617$27,644,617 â–²New Holding100,1000.7%TechnologyQUREuniQure$26,760,860$26,760,860 â–²New Holding581,0000.6%HealthcareGHGuardant Health$19,488,8970.0%129,9000.5%HealthcareDDOGDatadog$19,357,245$21,206,842 â–¼-52.3%74,3480.5%TechnologyFERGUSON ENTERPRISES INC$19,154,904$3,771,174 â–¼-16.4%80,7100.5%COMMON STOCK NEWCRSCarpenter Technology$19,122,040$25,167,072 â–¼-56.8%31,0000.5%IndustrialsPFSIPennyMac Financial Services$18,282,290$8,614,190 â–¼-32.0%209,9000.4%FinanceAPPLOVIN CORP$17,922,791$10,871,353 â–¼-37.8%34,7860.4%COM CL ASHOPIFY INC$16,924,445$26,124,384 â–¼-60.7%148,2260.4%CL A SUB VTG SHSSITESiteOne Landscape Supply$16,715,415$7,093,420 â–²73.7%146,1010.4%IndustrialsNTRANatera$16,504,1600.0%60,8000.4%HealthcareLPXLouisiana-Pacific$10,492,8510.0%133,3950.3%MaterialsFROGJFrog$9,771,872$31,181,292 â–¼-76.1%107,5250.2%TechnologyRKTRocket Companies$9,490,9500.0%602,6000.2%FinanceSHWSherwin-Williams$7,255,855$17,849,548 â–¼-71.1%21,0730.2%MaterialsSPOTSpotify Technology$6,960,411$38,199,617 â–¼-84.6%15,1600.2%Communication ServicesRBLXRoblox$6,569,104$3,192,106 â–¼-32.7%120,8000.2%Communication ServicesAVGOBroadcom$0$111,745,490 â–¼-100.0%00.0%TechnologyCELESTICA INC$0$34,646,640 â–¼-100.0%00.0%COMAGXArgan$0$33,768,300 â–¼-100.0%00.0%IndustrialsDISWalt Disney$0$21,490,138 â–¼-100.0%00.0%Communication ServicesAEOAmerican Eagle Outfitters$0$7,538,380 â–¼-100.0%00.0%Consumer DiscretionaryORCLOracle$0$6,266,886 â–¼-100.0%00.0%TechnologyTSLATesla$0$4,701,894 â–¼-100.0%00.0%Consumer DiscretionaryREDDIT INC$0$3,307,004 â–¼-100.0%00.0%CL ACPNGCoupang$0$2,326,016 â–¼-100.0%00.0%Consumer DiscretionaryNCNOnCino$0$2,109,184 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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