Kinetic Partners Management, LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$728.2T
Holdings
20
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 296,095 | $85.4T | 11.72% | |
| 2 | AMZNAMAZON COM INC | 779,032 | $80.5T | 11.05% | |
| 3 | CRMSALESFORCE INC | 313,300 | $62.6T | 8.60% | |
| 4 | METAMETA PLATFORMS INC | 252,100 | $53.4T | 7.34% | |
| 5 | UBERUBER TECHNOLOGIES INC | 1,653,300 | $52.4T | 7.20% | |
| 6 | DASHDOORDASH INC | 821,512 | $52.2T | 7.17% | |
| 7 | FERGFERGUSON PLC NEW | 347,700 | $46.5T | 6.39% | |
| 8 | CHTRCHARTER COMMUNICATIONS INC N | 117,501 | $42.0T | 5.77% | |
| 9 | THCTENET HEALTHCARE CORP | 670,700 | $39.9T | 5.47% | |
| 10 | RHRH | 151,100 | $36.8T | 5.05% | |
| 11 | NFLXNETFLIX INC | 97,700 | $33.8T | 4.64% | |
| 12 | DDOGDATADOG INC | 435,827 | $31.7T | 4.35% | |
| 13 | TPDTEMPUR SEALY INTL INC | 632,396 | $25.0T | 3.43% | |
| 14 | GOOGALPHABET INC | 210,000 | $21.8T | 3.00% | |
| 15 | ELVELEVANCE HEALTH INC | 47,300 | $21.7T | 2.99% | |
| 16 | CXMSPRINKLR INC | 999,500 | $13.0T | 1.78% | |
| 17 | EWCZEUROPEAN WAX CTR INC | 498,023 | $9.5T | 1.30% | |
| 18 | HCAHCA HEALTHCARE INC | 34,300 | $9.0T | 1.24% | |
| 19 | SIXEURSIX FLAGS ENTMT CORP NEW | 334,307 | $8.9T | 1.23% | |
| 20 | OPENOPENDOOR TECHNOLOGIES INC | 1,230,461 | $2.2T | 0.30% |