Kinetic Partners Management, LP - Q12026 Holdings

Kinetic Partners Management, LP holds 49 stocks with a total portfolio value of $ 1.79B as of Q12026. In Q12026, Kinetic Partners Management, LP added 12 new positions, increased stakes in 15 stocks, reduced 21 holdings, and fully exited 7 positions. The largest holding is Amazon Com Inc (AMZN), representing 8.81% of the total portfolio.