SEC 13F Intelligence

Kinetic Partners Management, LP / GOOG

Kinetic Partners Management, LP’s Alphabet Inc Position

Does Kinetic Partners Management, LP own Alphabet Inc (GOOG)? Yes — 39.6K shares worth $11M (+0.64% of its 13F portfolio) as of Q1 2026, down from 309.2K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
39.6K
% of Portfolio
+0.64%
Quarters Held
11
currently held

Position History GOOG

Reported value by quarter
Q1 ’23: $22MQ1 ’23Q2 ’23: $44MQ3 ’23: $59MQ3 ’23Q4 ’23: $55MQ1 ’24: $46MQ1 ’24Q2 ’24: $39MQ3 ’24: $6MQ3 ’24Q2 ’25: $20MQ3 ’25: $56MQ3 ’25Q4 ’25: $97MQ1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.6K$11M+0.64%
Q4 2025309.2K$97M+4.71%
Q3 2025228.5K$56M+2.70%
Q2 2025110.3K$20M+1.07%
Q3 202436.1K$6M+0.42%
Q2 2024215.0K$39M+2.87%
Q1 2024305.3K$46M+3.24%
Q4 2023389.9K$55M+4.69%
Q3 2023444.1K$59M+5.78%
Q2 2023360.2K$44M+4.42%
Q1 2023210.0K$22M+3.00%

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 GOOG.