Loading...
Loading...
MIAMI, FL · CIK 0001911448
New positions
9
Added to
10
Trimmed
14
Exited
3
Kinetic Partners Management, LP (MIAMI, FL) reported a portfolio value of $1.52B across 34 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). The top 10 positions account for 62.5% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $179.32M | 11.81% | -25.3% |
| 2 | AVGOBROADCOM INC | $132.94M | 8.75% | New |
| 3 | LPXLOUISIANA PAC CORP | $96.14M | 6.33% | +4.2% |
| 4 | DASHDOORDASH INC | $95.95M | 6.32% | -15.5% |
| 5 | MSFTMICROSOFT CORP | $87.72M | 5.78% | +2.9% |
| 6 | APPAPPLOVIN CORP | $77.06M | 5.07% | -14.8% |
| 7 | OWLBLUE OWL CAPITAL INC | $75.51M | 4.97% | -18.7% |
| 8 | NVDANVIDIA CORPORATION | $68.96M | 4.54% | +56.5% |
| 9 | SGITEMPUR SEALY INTL INC | $68.20M | 4.49% | +3.6% |
| 10 | AERAERCAP HOLDINGS NV | $67.97M | 4.48% | +4.2% |
| Stock | Value | Shares |
|---|---|---|
| AVGOBROADCOM INC | $132.94M | 573,400 |
| DBRGDIGITALBRIDGE GROUP INC | $29.44M | 2,609,971 |
| TSLATESLA INC | $18.58M | 46,000 |
| LAZLAZARD INC | $16.94M | 329,080 |
| SESEA LTD | $14.91M | 140,500 |
| RDDTREDDIT INC | $8.06M | 49,300 |
| GRABGRAB HOLDINGS LIMITED | $7.74M | 1,640,000 |
| SPOTSPOTIFY TECHNOLOGY S A | $4.12M | 9,200 |
| CPNGCOUPANG INC | $3.89M | 176,800 |
Get alerts when Kinetic Partners Management, LP files new 13F holdings.