Kinetic Partners Management, LP

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$1.44B
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 28 stock holdings with total value $1.44B as of Q3 2024. Top holdings included AMZN, TRU, DASH, LPX, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 28 $1.44B +$364M -$428M -$64.2M AMZN, TRU, DASH, LPX, MSFT 13F-HR 11/14/2024, 04:16 PM
Q2 2024 27 $1.37B +$293M -$325M -$32.3M AMZN, MSFT, LPX, CRM, CVNA 13F-HR 8/14/2024, 04:05 PM
Q1 2024 27 $1.43B +$418M -$295M +$123M AMZN, CRM, MSFT, FERG, TPX 13F-HR 5/15/2024, 04:14 PM
Q4 2023 23 $1.17B +$257M -$259M -$1.99M AMZN, MSFT, PTC, CRM, TRU 13F-HR 2/14/2024, 04:18 PM
Q3 2023 20 $1.01B +$253M -$217M +$36.4M AMZN, CHTR, PTC, DASH, MSFT 13F-HR 11/14/2023, 09:48 AM
Q2 2023 22 $986M +$274M -$168M +$106M AMZN, PTC, META, DASH, THC 13F-HR 8/14/2023, 04:00 PM
Q1 2023 20 $728M +$286M -$202M +$83.7M MSFT, AMZN, CRM, META, UBER 13F-HR 5/15/2023, 04:10 PM
Q4 2022 19 $572M $0 $0 MSFT, AMZN, HCA, MA, UBER 13F-HR 2/14/2023, 04:06 PM