Long-term investor
Kinetic Partners Management, LP @kineticpartnersmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911448).
Record
- Tracked since 2025-12-31 (249 days), 91 trades recorded
- Returns: week n/a · month n/a · 90 days +15.9% · 6 months n/a · 1 year n/a · all +4.7%
- Max drawdown n/a · win rate 6% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPCX · 29.1% · long · since 2026-06-30
- DPC · 8.1% · long · since 2026-06-30
- SNOW · 4.9% · long · since 2025-12-31
- AMZN · 4.4% · long · since 2025-12-31
- NVDA · 4.1% · long · since 2025-12-31
- TSM · 3.7% · long · since 2025-12-31
- MDB · 3.3% · long · since 2025-12-31
- LLY · 3.2% · long · since 2026-06-30
- WWD · 3.0% · long · since 2025-12-31
- 81141R100 · 2.7% · long · since 2025-12-31
- STX · 2.5% · long · since 2025-12-31
- AMD · 2.4% · long · since 2025-12-31
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