account_balance
Investment manager · 13F filer · SEC CIK 1911448
Kinetic Partners Management, LP
Reported value$4.19Bas of Jun 30, 2026
Positions47 8 new, 10 sold out
Top 10 weight66.6%SPCX alone is 29%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPCXSpace Exploration Techn Corp
29.1%New
DPCDPC Holdings PLC
8.1%New
SNOWSnowflake Inc
4.9%New
AMZNAmazon Com Inc
4.4%
NVDANvidia Corporation
4.1%Trimmed −3%
TSMTaiwan Semiconductor Manufac
3.7%Trimmed −7%
MDBMongodb Inc
3.3%Added +1024%
LLYEli Lilly & Co
3.2%New
WWDWoodward Inc
3.0%Added +71%
SESea Ltd
2.7%Trimmed −5%
STXSeagate Technology Hldngs Pl
2.5%Added +84%
AMDAdvanced Micro Devices Inc
2.4%Trimmed −26%
SPCXSpace Exploration Techn Corp
29.1%New
DPC8.1%SNOW4.9%AMZN4.4%NVDA4.1%TSM3.7%MDB3.3%LLY3.2%WWD3.0%SE2.7%STX2.5%AMD2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPCX Space Exploration Techn Corp 29.1% NewDPC DPC Holdings PLC 8.1% NewSNOW Snowflake Inc 4.9% NewAMZN Amazon Com Inc 4.4% HeldNVDA Nvidia Corporation 4.1% Trimmed −3%TSM Taiwan Semiconductor Manufac 3.7% Trimmed −7%MDB Mongodb Inc 3.3% Added +1024%LLY Eli Lilly & Co 3.2% NewWWD Woodward Inc 3.0% Added +71%SE Sea Ltd 2.7% Trimmed −5%STX Seagate Technology Hldngs Pl 2.5% Added +84%AMD Advanced Micro Devices Inc 2.4% Trimmed −26%
What changed