KINETIC PARTNERS MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OWL | 2.77M | $46.91M |
 | NU | 2.32M | $37.10M |
 | WBD | 2.32M | $45.23M |
 | AEO | 854K | $14.62M |
 | LPX | 851K | $75.58M |
 | AMZN | 791K | $173.65M |
 | NVDA | 765K | $142.80M |
 | CPNG | 734K | $23.64M |
 | NCNO | 699K | $18.95M |
 | SE | 612K | $109.36M |
 | DIS | 584K | $66.82M |
 | FROG | 447K | $21.16M |
 | CRS | 387K | $94.90M |
 | TSM | 363K | $101.34M |
 | FERG | 349K | $78.38M |
 | CNM | 318K | $17.11M |
 | DASH | 294K | $79.89M |
 | GOOG | 229K | $55.65M |
 | CVNA | 225K | $84.94M |
 | WWD | 224K | $56.56M |
Blue Owl Capital Inc.
OWL
Shares Held
2.77M
Value
$46.91M
Nu Holdings Ltd.
NU
Shares Held
2.32M
Value
$37.10M
Warner Bros. Discovery, Inc.
WBD
Shares Held
2.32M
Value
$45.23M
American Eagle Outfitters, Inc.
AEO
Shares Held
854K
Value
$14.62M
Louisiana-Pacific Corporation
LPX
Shares Held
851K
Value
$75.58M
Amazon.com, Inc.
AMZN
Shares Held
791K
Value
$173.65M
NVIDIA Corporation
NVDA
Shares Held
765K
Value
$142.80M
Coupang, Inc.
CPNG
Shares Held
734K
Value
$23.64M
nCino, Inc.
NCNO
Shares Held
699K
Value
$18.95M
Sea Limited
SE
Shares Held
612K
Value
$109.36M
The Walt Disney Company
DIS
Shares Held
584K
Value
$66.82M
JFrog Ltd.
FROG
Shares Held
447K
Value
$21.16M
Carpenter Technology Corporation
CRS
Shares Held
387K
Value
$94.90M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
363K
Value
$101.34M
Ferguson plc
FERG
Shares Held
349K
Value
$78.38M
Core & Main, Inc.
CNM
Shares Held
318K
Value
$17.11M
DoorDash, Inc.
DASH
Shares Held
294K
Value
$79.89M
Alphabet Inc.
GOOG
Shares Held
229K
Value
$55.65M
Carvana Co.
CVNA
Shares Held
225K
Value
$84.94M
Woodward, Inc.
WWD
Shares Held
224K
Value
$56.56M