SEC Form 13F

Kinetic Partners Management, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$4,189,073,931
Positions47

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPACE EXPLORATION TECHN CORPSPCXCLASS A COM STK$1,217,513,3347,125,795
DPC HOLDINGS PLCUnresolvedORDINARY SHARES$340,042,6116,931,158
SNOWFLAKE INCSNOWCOM SHS$204,872,500805,000
AMAZON COM INCAMZNCOM$182,938,344767,552
NVIDIA CORPORATIONNVDACOM$171,221,815855,724
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$154,376,413323,254
MONGODB INCMDBCL A$140,273,855417,606
ELI LILLY & COLLYCOM$135,199,750112,720
WOODWARD INCWWDCOM$127,375,885299,398
SEA LTDSESPONSORD ADS$114,455,1351,194,356

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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