KINETIC PARTNERS MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 2.32M | $38.80M |
 | CPNG | 1.29M | $30.46M |
 | JHX | 1.27M | $26.35M |
 | SOLS | 1.22M | $59.38M |
 | NCNO | 949K | $24.33M |
 | SE | 941K | $120.05M |
 | NVDA | 884K | $164.85M |
 | OWL | 811K | $12.11M |
 | DIS | 736K | $83.73M |
 | AMZN | 602K | $138.87M |
 | FROG | 490K | $30.63M |
 | LPX | 448K | $36.16M |
 | TSM | 351K | $106.65M |
 | SITE | 320K | $39.86M |
 | GOOG | 309K | $97.03M |
 | AEO | 303K | $8.00M |
 | AVGO | 281K | $97.25M |
 | NTRA | 273K | $62.61M |
 | WWD | 264K | $79.69M |
 | CRS | 258K | $81.17M |
Nu Holdings Ltd.
NU
Shares Held
2.32M
Value
$38.80M
Coupang, Inc.
CPNG
Shares Held
1.29M
Value
$30.46M
James Hardie Industries plc
JHX
Shares Held
1.27M
Value
$26.35M
Solstice Advanced Materials Inc.
SOLS
Shares Held
1.22M
Value
$59.38M
nCino, Inc.
NCNO
Shares Held
949K
Value
$24.33M
Sea Limited
SE
Shares Held
941K
Value
$120.05M
NVIDIA Corporation
NVDA
Shares Held
884K
Value
$164.85M
Blue Owl Capital Inc.
OWL
Shares Held
811K
Value
$12.11M
The Walt Disney Company
DIS
Shares Held
736K
Value
$83.73M
Amazon.com, Inc.
AMZN
Shares Held
602K
Value
$138.87M
JFrog Ltd.
FROG
Shares Held
490K
Value
$30.63M
Louisiana-Pacific Corporation
LPX
Shares Held
448K
Value
$36.16M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
351K
Value
$106.65M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
320K
Value
$39.86M
Alphabet Inc.
GOOG
Shares Held
309K
Value
$97.03M
American Eagle Outfitters, Inc.
AEO
Shares Held
303K
Value
$8.00M
Broadcom Inc.
AVGO
Shares Held
281K
Value
$97.25M
Natera, Inc.
NTRA
Shares Held
273K
Value
$62.61M
Woodward, Inc.
WWD
Shares Held
264K
Value
$79.69M
Carpenter Technology Corporation
CRS
Shares Held
258K
Value
$81.17M