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MIAMI, FL · CIK 0001911448
New positions
8
Added to
15
Trimmed
19
Exited
10
Kinetic Partners Management, LP (MIAMI, FL) reported a portfolio value of $4.19B across 47 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 66.6% 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 | 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 |
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