Kinetic Partners Management, LP — 13F holdings

Kinetic Partners Management, LP reported 47 holdings worth $4.19B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPCX SPACE EXPLORATION TECHN CORP — $1.22B (29.1%)
2. DPC DPC HOLDINGS PLC — $340M (8.1%)
3. SNOW SNOWFLAKE INC — $205M (4.9%)
4. AMZN AMAZON COM INC — $183M (4.4%)
5. NVDA NVIDIA CORPORATION — $171M (4.1%)
6. TSM TAIWAN SEMICONDUCTOR MFG LTD — $154M (3.7%)
7. MDB Mongodb Inc — $140M (3.3%)
8. LLY ELI LILLY & CO — $135M (3.2%)
9. WWD WOODWARD INC — $127M (3.0%)
10. SE SEA LTD — $114M (2.7%)