SEC 13F Intelligence

Kinetic Partners Management, LP / DIS

Kinetic Partners Management, LP’s Disney Walt Co Position

Does Kinetic Partners Management, LP own Disney Walt Co (DIS)? Yes — 223.0K shares worth $21M (+1.20% of its 13F portfolio) as of Q1 2026, down from 736.0K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
223.0K
% of Portfolio
+1.20%
Quarters Held
5
currently held

Position History DIS

Reported value by quarter
Q1 ’25: $34MQ1 ’25Q2 ’25: $83MQ2 ’25Q3 ’25: $67MQ3 ’25Q4 ’25: $84MQ4 ’25Q1 ’26: $21MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026223.0K$21M+1.20%
Q4 2025736.0K$84M+4.06%
Q3 2025583.6K$67M+3.24%
Q2 2025670.6K$83M+4.55%
Q1 2025339.7K$34M+2.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kinetic Partners Management, LP’s full portfolio or all institutional holders of DIS.