Kinetic Partners Management, LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1.4T
Holdings
27
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 807,957 | $156.1B | 11.36% | |
| 2 | MSFTMICROSOFT CORP | 183,105 | $81.8B | 5.96% | |
| 3 | LPXLOUISIANA PAC CORP | 982,417 | $80.9B | 5.89% | |
| 4 | CRMSALESFORCE INC | 312,460 | $80.3B | 5.85% | |
| 5 | CVNACARVANA CO | 512,800 | $66.0B | 4.80% | |
| 6 | BKNGBOOKING HOLDINGS INC | 16,350 | $64.8B | 4.71% | |
| 7 | GEVGE VERNOVA INC | 362,925 | $62.2B | 4.53% | |
| 8 | AERAERCAP HOLDINGS NV | 667,500 | $62.2B | 4.53% | |
| 9 | TRUTRANSUNION | 829,100 | $61.5B | 4.47% | |
| 10 | PTCPTC INC | 324,135 | $58.9B | 4.29% | |
| 11 | DASHDOORDASH INC | 528,376 | $57.5B | 4.18% | |
| 12 | OWLBLUE OWL CAPITAL INC | 3,105,365 | $55.1B | 4.01% | |
| 13 | TPDTEMPUR SEALY INTL INC | 1,146,092 | $54.3B | 3.95% | |
| 14 | AXTAAXALTA COATING SYS LTD | 1,377,087 | $47.1B | 3.42% | |
| 15 | FERGFERGUSON PLC NEW | 213,800 | $41.4B | 3.01% | |
| 16 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 230,717 | $40.1B | 2.92% | |
| 17 | GOOGALPHABET INC | 215,000 | $39.4B | 2.87% | |
| 18 | UBERUBER TECHNOLOGIES INC | 504,500 | $36.7B | 2.67% | |
| 19 | APOAPOLLO GLOBAL MGMT INC | 284,000 | $33.5B | 2.44% | |
| 20 | INTUINTUIT | 47,600 | $31.3B | 2.28% | |
| 21 | PGRPROGRESSIVE CORP | 148,300 | $30.8B | 2.24% | |
| 22 | SESEA LTD | 417,500 | $29.8B | 2.17% | |
| 23 | PCORPROCORE TECHNOLOGIES INC | 392,988 | $26.1B | 1.90% | |
| 24 | METAMETA PLATFORMS INC | 50,300 | $25.4B | 1.85% | |
| 25 | GTMZOOMINFO TECHNOLOGIES INC | 1,590,500 | $20.3B | 1.48% | |
| 26 | NVDANVIDIA CORPORATION | 149,000 | $18.4B | 1.34% | |
| 27 | GRABGRAB HOLDINGS LIMITED | 3,475,802 | $12.3B | 0.90% |