Kinetic Partners Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.5T
Holdings
34
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 817,352 | $179.3B | 11.81% | |
| 2 | AVGOBROADCOM INC | 573,400 | $132.9B | 8.75% | |
| 3 | LPXLOUISIANA PAC CORP | 928,412 | $96.1B | 6.33% | |
| 4 | DASHDOORDASH INC | 571,976 | $95.9B | 6.32% | |
| 5 | MSFTMICROSOFT CORP | 208,105 | $87.7B | 5.78% | |
| 6 | APPAPPLOVIN CORP | 237,954 | $77.1B | 5.07% | |
| 7 | OWLBLUE OWL CAPITAL INC | 3,246,465 | $75.5B | 4.97% | |
| 8 | NVDANVIDIA CORPORATION | 513,550 | $69.0B | 4.54% | |
| 9 | TPDTEMPUR SEALY INTL INC | 1,203,098 | $68.2B | 4.49% | |
| 10 | AERAERCAP HOLDINGS NV | 710,200 | $68.0B | 4.48% | |
| 11 | METAMETA PLATFORMS INC | 112,719 | $66.0B | 4.35% | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 292,854 | $57.8B | 3.81% | |
| 13 | GEVGE VERNOVA INC | 166,725 | $54.8B | 3.61% | |
| 14 | CRMSALESFORCE INC | 141,260 | $47.2B | 3.11% | |
| 15 | BKNGBOOKING HOLDINGS INC | 8,350 | $41.5B | 2.73% | |
| 16 | CEGCONSTELLATION ENERGY CORP | 151,300 | $33.8B | 2.23% | |
| 17 | DBRGDIGITALBRIDGE GROUP INC | 2,609,971 | $29.4B | 1.94% | |
| 18 | FERGFERGUSON ENTERPRISES INC | 150,900 | $26.2B | 1.72% | |
| 19 | CVNACARVANA CO | 111,917 | $22.8B | 1.50% | |
| 20 | NFLXNETFLIX INC | 23,100 | $20.6B | 1.36% | |
| 21 | TSLATESLA INC | 46,000 | $18.6B | 1.22% | |
| 22 | LAZLAZARD INC | 329,080 | $16.9B | 1.12% | |
| 23 | APOAPOLLO GLOBAL MGMT INC | 100,900 | $16.7B | 1.10% | |
| 24 | INTUINTUIT | 26,000 | $16.3B | 1.08% | |
| 25 | TRUTRANSUNION | 166,739 | $15.5B | 1.02% | |
| 26 | SESEA LTD | 140,500 | $14.9B | 0.98% | |
| 27 | PTCPTC INC | 80,889 | $14.9B | 0.98% | |
| 28 | PFSIPENNYMAC FINL SVCS INC NEW | 127,800 | $13.1B | 0.86% | |
| 29 | GTMZOOMINFO TECHNOLOGIES INC | 928,480 | $9.8B | 0.64% | |
| 30 | EFXEQUIFAX INC | 31,850 | $8.1B | 0.53% | |
| 31 | RDDTREDDIT INC | 49,300 | $8.1B | 0.53% | |
| 32 | GRABGRAB HOLDINGS LIMITED | 1,640,000 | $7.7B | 0.51% | |
| 33 | SPOTSPOTIFY TECHNOLOGY S A | 9,200 | $4.1B | 0.27% | |
| 34 | CPNGCOUPANG INC | 176,800 | $3.9B | 0.26% |