Loading...
Loading...
MIAMI, FL · CIK 0001911448
New positions
8
Added to
15
Trimmed
19
Exited
10
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHN CORP | $1.22B | 29.06% | New |
| 2 | DPC HOLDINGS PLC | $340.04M | 8.12% | New |
| 3 | SNOWSNOWFLAKE INC | $204.87M | 4.89% | New |
| 4 | AMZNAMAZON COM INC | $182.94M | 4.37% | +1.6% |
| 5 | NVDANVIDIA CORPORATION | $171.22M | 4.09% | -2.8% |
| 6 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $154.38M | 3.69% | -7.2% |
| 7 | MDBMONGODB INC | $140.27M | 3.35% | +1023.6% |
| 8 | LLYELI LILLY & CO | $135.20M | 3.23% | New |
| 9 | WWDWOODWARD INC | $127.38M | 3.04% | +71.4% |
| 10 | SESEA LTD | $114.46M | 2.73% | -4.6% |
| Stock | Value | Shares |
|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP | $1.22B | 7,125,795 |
| DPC HOLDINGS PLC | $340.04M | 6,931,158 |
| SNOWSNOWFLAKE INC | $204.87M | 805,000 |
| LLYELI LILLY & CO | $135.20M | 112,720 |
| FLEXFLEX LTD | $57.37M | 354,000 |
| NUENUCOR CORP | $38.02M | 170,700 |
| NBISNEBIUS GROUP N.V. | $27.64M | 100,100 |
| QUREUNIQURE NV | $26.76M | 581,000 |
As of Q2 2026, Kinetic Partners Management, LP reported a portfolio value of $4.19B across 47 positions in their 13F filing.
Kinetic Partners Management, LP's largest holding is SPCX with a position worth $1.22B. Their top holdings include SPCX, DPC HOLDINGS PLC, SNOW, AMZN, NVDA.
In Q2 2026, Kinetic Partners Management, LP made the following changes to their portfolio: 8 new positions, 10 positions sold out, 15 positions increased, 19 positions reduced.
Kinetic Partners Management, LP files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
Get alerts when Kinetic Partners Management, LP files new 13F holdings.
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.