Stock Taper 
KINETIC PARTNERS MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Shopify Inc. | SHOP | 148.23K | $16.92M |
 DoorDash, Inc. | DASH | 151.65K | $27.98M |
 Alphabet Inc. | GOOG | 166.26K | $58.74M |
 Advanced Micro Devices, Inc. | AMD | 170.5K | $99.05M |
 Nucor Corporation | NUE | 170.7K | $38.02M |
 PennyMac Financial Services, Inc. | PFSI | 209.9K | $18.28M |
 Woodward, Inc. | WWD | 299.4K | $127.38M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 323.25K | $154.38M |
 Flex Ltd. | FLEX | 354K | $57.37M |
 MongoDB, Inc. | MDB | 417.61K | $140.27M |
 RTX Corporation | RTX | 469.3K | $89.04M |
 uniQure N.V. | QURE | 581K | $26.76M |
 Rocket Companies, Inc. | RKT | 602.6K | $9.49M |
 Amazon.com, Inc. | AMZN | 767.55K | $182.94M |
 Century Aluminum Company | CENX | 776.7K | $35.74M |
 Solstice Advanced Materials Inc. | SOLS | 787.2K | $69.75M |
 Snowflake Inc. | SNOW | 805K | $204.87M |
 NVIDIA Corporation | NVDA | 855.72K | $171.22M |
 Carvana Co. | CVNA | 868.29K | $57.15M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 904.9K | $90.07M |