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Disclosery

13F-HR filed by Kinetic Partners Management, LP

Kinetic Partners Management, LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 39 holding rows worth $1,828,513,769 by the sum of the rows.

Accession
0001172661-25-003493
Filer
CIK 1911448
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 32 entries on the cover page, a total value of $1,394,747,868 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,828,513,769 with VALUE read as dollars as filed, 13F file number 028-23065. The quarter's positions are built on this report. The resolved quarter.

The cover page states a total of $1,394,747,868, 24% less than the sum of the rows, $1,828,513,769. This page uses the sum of the rows.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Amazon.com, Inc023135106COM737,952$161,899,289dollars as filed
NVIDIA Corp67066G104COM722,932$114,216,027dollars as filed
SEA LTD81141R100SPONSORD ADS697,056$111,487,137dollars as filed
Broadcom Inc.11135F101COM393,311$108,416,177dollars as filed
DOORDASH INC CL A25809K105Stock433,706$106,912,866dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS445,954$101,004,121dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM334,700$92,504,386dollars as filed
Walt Disney Co254687106COM670,573$83,157,758dollars as filed
LOUISIANA PAC CORP COM546347105Stock850,795$73,159,862dollars as filed
Microsoft Corp594918104COM145,081$72,164,740dollars as filed
CARVANA CO CL A146869102Stock194,859$65,659,689dollars as filed
AERCAP HOLDINGS NV SHSN00985106Stock530,553$62,074,701dollars as filed
Intuit Inc.461202103COM75,899$59,780,329dollars as filed
TREX CO INC89531P105COM1,059,900$57,637,362dollars as filed
BLUE OWL CAPITAL INC COM CL A09581B103Stock2,770,548$53,222,227dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock227,500$49,538,125dollars as filed
DATADOGINCCLASSA23804L103STOK313,471$42,108,559dollars as filed
Booking Holdings Inc.09857L108COM7,212$41,751,999dollars as filed
APPLOVIN CORP COM CL A03831W108Stock119,176$41,721,134dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK47,500$36,448,650dollars as filed
MONGODB INC CL A60937P106Stock153,959$32,329,850dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A2,317,528$31,796,484dollars as filed
GE Vernova Inc.36828A101COM58,865$31,148,415dollars as filed
GRABHLDGSLTDFCLASSCLASSAG4124C109STOK5,837,500$29,362,625dollars as filed
ATI INC COM01741R102Stock235,900$20,367,606dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM110,300$19,566,117dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock282,049$19,193,434dollars as filed
SHERWIN WILLIAMS CO824348106COM48,233$16,561,283dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS137,526$15,863,624dollars as filed
ZOOMINFO TECHNOLOGIES INC COMMON STOCK98980F104Stock1,318,480$13,343,018dollars as filed
NCINO INC63947X101COM369,000$10,320,930dollars as filed
Netflix, Inc64110L106COM7,500$10,043,475dollars as filed
PTC INC COM69370C100Stock54,162$9,334,279dollars as filed
PENNYMAC FINL SVCS INC NEW70932M107COM86,800$8,648,752dollars as filed
Tesla Motors, Inc88160R101COM17,448$5,542,532dollars as filed
RH74967X103COM27,734$5,242,003dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock15,989$5,160,610dollars as filed
DIGITALBRIDGE GROUP INC25401T603CL A NEW486,759$5,037,956dollars as filed
AAON INC000360206COM PAR $0.00464,890$4,785,638dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-003493this filing2025-08-14acceptance time not in the bulk data set