Managers / Q2 2025 · view latest →
Kinetic Partners Management, LP
CIK 0001911448 · 2850 TIGERTAIL AVENUE, 5TH FLOOR, MIAMI, FL, 33133 · 305-390-4400
Reported Value
$1.8B
Q2 2025
Positions
39
Filings on Record
14
2019–present window
Filed
Aug 14, 2025
original filing
Summary
Kinetic Partners Management, Lp reported $1.8B in U.S.-listed holdings across 39 positions for Q2 2025.
Its largest position, AMZN, represents 8.9% of the portfolio.
Compared with Q1 2025, the fund opened 9 new positions and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 79.6% · $1.5B
- ADR · 11.6% · $212M
- Other · 8.7% · $160M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.8B | 49 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.1B | 44 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.1B | 42 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.8B | 39 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.4B | 32 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.5B | 34 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.4B | 28 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.4B | 27 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.4B | 27 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.2B | 23 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.0B | 20 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $986M | 22 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $728M | 20 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $571.7B | 19 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.