Stock Taper 
KINETIC PARTNERS MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sea Limited | SE | 1.19M | $114.46M |
 James Hardie Industries plc | JHX | 1.3M | $34.03M |
 Nu Holdings Ltd. | NU | 2.52M | $33.63M |
 Constellium SE | CSTM | 2.54M | $81.03M |
 Cleveland-Cliffs Inc. | CLF | 6.02M | $56.51M |
 Space Exploration Technologies Corp. | SPCX | 7.13M | $1.22B |