13F Filings History of Kinetic Partners Management, LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$2,061,358,111
Signature - Title
Owen Schmidt - General Counsel
Location
Miami, FL
Summary
This page shows a list of all the recent 13F filings made by Kinetic Partners Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kinetic Partners Management, LP reported 44 stock holdings with total value $2,061,358,111 as of Q4 2025. Top holdings included NVDA, AMZN, SE, MSFT, and TSM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 44 $2,061,358,111 +$514,457,908 -$525,542,410 -$11,084,502 NVDA, AMZN, SE, MSFT, TSM 13F-HR 17 Feb 2026, 16:18
Q3 2025 42 $2,064,413,180 +$550,954,032 -$473,891,005 +$77,063,027 AMZN, NVDA, SE, TSM, CRS 13F-HR 14 Nov 2025, 16:09
Q2 2025 39 $1,828,513,769 +$547,439,709 -$479,416,379 +$68,023,330 AMZN, NVDA, SE, AVGO, DASH 13F-HR 14 Aug 2025, 16:21
Q1 2025 32 $1,394,747,868 +$347,341,120 -$330,153,015 +$17,188,105 AMZN, AVGO, LPX, AER, DASH 13F-HR 15 May 2025, 16:16
Q4 2024 34 $1,518,469,866 +$351,513,426 -$451,657,191 -$100,143,765 AMZN, AVGO, LPX, DASH, MSFT 13F-HR 14 Feb 2025, 16:23
Q3 2024 28 $1,440,287,573 +$364,092,086 -$428,318,576 -$64,226,490 AMZN, TRU, DASH, LPX, MSFT 13F-HR 14 Nov 2024, 16:16
Q2 2024 27 $1,374,226,938 +$292,662,080 -$324,994,654 -$32,332,574 AMZN, MSFT, LPX, CRM, CVNA 13F-HR 14 Aug 2024, 16:05
Q1 2024 27 $1,433,031,307 +$417,546,607 -$294,778,365 +$122,768,242 AMZN, CRM, MSFT, FERG, TPX 13F-HR 15 May 2024, 16:14
Q4 2023 23 $1,172,753,838 +$256,832,026 -$258,817,293 -$1,985,267 AMZN, MSFT, PTC, CRM, TRU 13F-HR 14 Feb 2024, 16:18
Q3 2023 20 $1,012,681,823 +$253,306,918 -$216,909,298 +$36,397,620 AMZN, CHTR, PTC, DASH, MSFT 13F-HR 14 Nov 2023, 09:48
Q2 2023 22 $986,424,228 +$274,455,622 -$168,359,396 +$106,096,226 AMZN, PTC, META, DASH, THC 13F-HR 14 Aug 2023, 16:00
Q1 2023 20 $728,192,321 +$285,734,768 -$201,997,801 +$83,736,967 MSFT, AMZN, CRM, META, UBER 13F-HR 15 May 2023, 16:10
Q4 2022 19 $571,652,480 $0 $0 $0 MSFT, AMZN, HCA, MA, UBER 13F-HR 14 Feb 2023, 16:06