13F HOLDINGS REPORT
Kinetic Partners Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001171
Total Value
$1.52B
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 817,352 | $179.3M | 11.81% |
| 2 | BROADCOM INC | AVGO | 573,400 | $132.9M | 8.75% |
| 3 | LOUISIANA PAC CORP | LPX | 928,412 | $96.1M | 6.33% |
| 4 | DOORDASH INC | DASH | 571,976 | $95.9M | 6.32% |
| 5 | MICROSOFT CORP | MSFT | 208,105 | $87.7M | 5.78% |
| 6 | APPLOVIN CORP | APP | 237,954 | $77.1M | 5.07% |
| 7 | BLUE OWL CAPITAL INC | OWL | 3,246,465 | $75.5M | 4.97% |
| 8 | NVIDIA CORPORATION | NVDA | 513,550 | $69.0M | 4.54% |
| 9 | TEMPUR SEALY INTL INC | SGI | 1,203,098 | $68.2M | 4.49% |
| 10 | AERCAP HOLDINGS NV | AER | 710,200 | $68.0M | 4.48% |
| 11 | META PLATFORMS INC | META | 112,719 | $66.0M | 4.35% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 292,854 | $57.8M | 3.81% |
| 13 | GE VERNOVA INC | GEV | 166,725 | $54.8M | 3.61% |
| 14 | SALESFORCE INC | CRM | 141,260 | $47.2M | 3.11% |
| 15 | BOOKING HOLDINGS INC | BKNG | 8,350 | $41.5M | 2.73% |
| 16 | CONSTELLATION ENERGY CORP | CEG | 151,300 | $33.8M | 2.23% |
| 17 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 2,609,971 | $29.4M | 1.94% |
| 18 | FERGUSON ENTERPRISES INC | FERG | 150,900 | $26.2M | 1.72% |
| 19 | CARVANA CO | CVNA | 111,917 | $22.8M | 1.50% |
| 20 | NETFLIX INC | NFLX | 23,100 | $20.6M | 1.36% |
| 21 | TESLA INC | TSLA | 46,000 | $18.6M | 1.22% |
| 22 | LAZARD INC | LAZ | 329,080 | $16.9M | 1.12% |
| 23 | APOLLO GLOBAL MGMT INC | 03769M106 | 100,900 | $16.7M | 1.10% |
| 24 | INTUIT | INTU | 26,000 | $16.3M | 1.08% |
| 25 | TRANSUNION | TRU | 166,739 | $15.5M | 1.02% |
| 26 | SEA LTD | SE | 140,500 | $14.9M | 0.98% |
| 27 | PTC INC | PTC | 80,889 | $14.9M | 0.98% |
| 28 | PENNYMAC FINL SVCS INC NEW | 70932M107 | 127,800 | $13.1M | 0.86% |
| 29 | ZOOMINFO TECHNOLOGIES INC | GTM | 928,480 | $9.8M | 0.64% |
| 30 | EQUIFAX INC | EFX | 31,850 | $8.1M | 0.53% |
| 31 | REDDIT INC | RDDT | 49,300 | $8.1M | 0.53% |
| 32 | GRAB HOLDINGS LIMITED | GRABW | 1,640,000 | $7.7M | 0.51% |
| 33 | SPOTIFY TECHNOLOGY S A | SPOT | 9,200 | $4.1M | 0.27% |
| 34 | COUPANG INC | CPNG | 176,800 | $3.9M | 0.26% |