Stock Taper 
KINETIC PARTNERS MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AppLovin Corporation | APP | 34.79K | $17.92M |
 Carpenter Technology Corporation | CRS | 31K | $19.12M |
 GE Vernova Inc. | GEV | 25.91K | $30.43M |
 Sandisk Corporation | SNDK | 22.95K | $52.17M |
 The Sherwin-Williams Company | SHW | 21.07K | $7.26M |
 Spotify Technology S.A. | SPOT | 15.16K | $6.96M |