Kinetic Partners Management, LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$571.7T
Holdings
19
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 368,595 | $88.4M | 0.00% | |
| 2 | AMZNAMAZON COM INC | 918,700 | $77.2M | 0.00% | |
| 3 | HCAHCA HEALTHCARE INC | 188,300 | $45.2M | 0.00% | |
| 4 | MAMASTERCARD INCORPORATED | 120,800 | $42.0M | 0.00% | |
| 5 | UBERUBER TECHNOLOGIES INC | 1,672,500 | $41.4M | 0.00% | |
| 6 | DASHDOORDASH INC | 765,000 | $37.3M | 0.00% | |
| 7 | RHRH | 138,900 | $37.1M | 0.00% | |
| 8 | FERGFERGUSON PLC NEW | 292,000 | $37.1M | 0.00% | |
| 9 | CHTRCHARTER COMMUNICATIONS INC N | 100,869 | $34.2M | 0.00% | |
| 10 | THCTENET HEALTHCARE CORP | 603,900 | $29.5M | 0.00% | |
| 11 | WABWABTEC | 289,048 | $28.8M | 0.00% | |
| 12 | CRWDCROWDSTRIKE HLDGS INC | 161,129 | $17.0M | 0.00% | |
| 13 | DTDYNATRACE INC | 412,927 | $15.8M | 0.00% | |
| 14 | —CVENT HOLDING CORP | 2,798,653 | $15.1M | 0.00% | |
| 15 | DDOGDATADOG INC | 179,500 | $13.2M | 0.00% | |
| 16 | PTONPELOTON INTERACTIVE INC | 658,062 | $5.2M | 0.00% | |
| 17 | EWCZEUROPEAN WAX CTR INC | 342,223 | $4.3M | 0.00% | |
| 18 | BLNDBLEND LABS INC | 1,028,197 | $1.5M | 0.00% | |
| 19 | OPENOPENDOOR TECHNOLOGIES INC | 1,230,461 | $1.4M | 0.00% |