Kinetic Partners Management, LP Purchases in Q3 2025

Kinetic Partners Management, LP

  • $1.92 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
92.1K
New
$695.21 - $791.73 $64M - $72.9M
92.1K $67.6M
WWD
Woodward, Inc.

Industrials
224K
New
$237.33 - $266.1 $53.1M - $59.6M
224K $56.6M
APP
App Lovin Corp

Technology
8.93K
+ 7.49%
$335.1 - $718.54 $2.99M - $6.42M
128K $92M
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.32M
New
$10.78 - $19.82 $25M - $45.9M
2.32M $45.2M
GOOG
Alphabet Inc.

Communication Services
118K
+ 107.16%
$175.16 - $255.24 $20.7M - $30.2M
229K $55.7M
ORCL
Oracle Corp

Technology
118K
New
$218.96 - $328.33 $25.9M - $38.9M
118K $33.3M
SPOT
Spotify Technology S.A.

Communication Services
51K
+ 107.37%
$620.01 - $738.53 $31.6M - $37.7M
98.5K $68.8M
NVDA
Nvidia Corp

Technology
42.4K
+ 5.87%
$153.3 - $186.58 $6.5M - $7.91M
765K $143M
MDB
Mongo Db, Inc.

Technology
41.8K
+ 27.16%
$201.0 - $334.87 $8.4M - $14M
196K $60.8M
STX
Seagate Technology Holdings PLC

Technology
100K
New
$142.01 - $236.06 $14.2M - $23.7M
100K $23.7M
FROG
J Frog LTD

Technology
447K
New
$38.79 - $50.43 $17.3M - $22.5M
447K $21.2M
SITE
Site One Landscape Supply, Inc.

Industrials
158K
New
$121.97 - $152.97 $19.2M - $24.1M
158K $20.3M
CVNA
Carvana Co.

Consumer Cyclical
30.3K
+ 15.55%
$326.09 - $392.66 $9.88M - $11.9M
225K $84.9M
CNM
Core & Main, Inc.

Industrials
318K
New
$48.56 - $66.98 $15.4M - $21.3M
318K $17.1M
MSFT
Microsoft Corp

Technology
26.6K
+ 18.33%
$491.09 - $535.64 $13.1M - $14.2M
172K $88.9M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
854K
New
$9.83 - $19.88 $8.4M - $17M
854K $14.6M
AMZN
Amazon Com Inc

Consumer Cyclical
52.9K
+ 7.17%
$211.65 - $238.24 $11.2M - $12.6M
791K $174M
NCNO
N Cino, Inc.

Technology
330K
+ 89.43%
$26.19 - $32.69 $8.64M - $10.8M
699K $18.9M
CRS
Carpenter Technology Corp

Industrials
51.8K
+ 15.48%
$232.4 - $287.42 $12M - $14.9M
387K $94.9M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
1.2K
+ 1.38%
$93.14 - $127.13 $112K - $153K
88K $10.9M
NFLX
Netflix Inc

Communication Services
1.7K
+ 22.67%
$1147.87 - $1297.18 $1.95M - $2.21M
9.2K $11M
Ferguson Enterprises Inc
122K
+ 53.41%
N/A
349K $0
Reddit Inc
209K
New
N/A
209K $0
Activity Summary
Buys All Purchases 24 New Holdings 11 Increased Positions 13 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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