Stock Taper 
KINETIC PARTNERS MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PennyMac Financial Services, Inc. | PFSI | 209.9K | $18.28M |
 Nucor Corporation | NUE | 170.7K | $38.02M |
 Advanced Micro Devices, Inc. | AMD | 170.5K | $99.05M |
 Alphabet Inc. | GOOG | 166.26K | $58.74M |
 DoorDash, Inc. | DASH | 151.65K | $27.98M |
 Shopify Inc. | SHOP | 148.23K | $16.92M |
 SiteOne Landscape Supply, Inc. | SITE | 146.1K | $16.72M |
 Microsoft Corporation | MSFT | 136.42K | $50.89M |
 Louisiana-Pacific Corporation | LPX | 133.4K | $10.49M |
 Guardant Health, Inc. | GH | 129.9K | $19.49M |
 Roblox Corporation | RBLX | 120.8K | $6.57M |
 KLA Corporation | KLAC | 113K | $34.09M |
 Eli Lilly and Company | LLY | 112.72K | $135.2M |
 Seagate Technology Holdings plc | STX | 108.9K | $105.09M |
 JFrog Ltd. | FROG | 107.53K | $9.77M |
 Nebius Group N.V. | NBIS | 100.1K | $27.64M |
 Ferguson plc | FERG | 80.71K | $19.15M |
 Datadog, Inc. | DDOG | 74.35K | $19.36M |
 Natera, Inc. | NTRA | 60.8K | $16.5M |
 Applied Materials, Inc. | AMAT | 43.7K | $31.6M |