Notify me when Kinetic Partners Management, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| 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 |