Kinetic Partners Management Lp

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Tempur Sealy International, Inc.
TPX
$80.59M0.821.42M+13.97%+$9.88M5.71
ZoomInfo Technologies Inc.
ZI
$43.53M0.732.72M+95.36%+$21.25M3.08
Axalta Coating Systems Ltd.
AXTA
$54.15M0.711.57M-16.69%-$10.85M3.84
TransUnion
TRU
$65.28M0.42818,100-15.67%-$12.13M4.62
PTC Inc.
PTC
$69.56M0.31368,135-24.04%-$22.01M4.93
Blue Owl Capital Inc.
OWL
$69.6M0.263.69MNew+$69.6M4.93
Procore Technologies, Inc.
PCOR
$27.83M0.23338,700New+$27.83M1.97
Ferguson plc
FERG
$85.93M0.2393,400+24.34%+$16.82M6.09
AerCap Holdings N.V.
AER
$26.15M0.15300,900New+$26.15M1.85
DoorDash, Inc.
DASH
$76.3M0.14554,005-6.37%-$5.19M5.4
Sea Limited
SE
$26.48M0.09493,000+208.13%+$17.89M1.88
Apollo Global Management, Inc.
APO
$45.65M0.07406,000New+$45.65M3.23
Booking Holdings Inc.
BKNG
$66.75M0.0518,400+30.5%+$15.6M4.73
The Progressive Corporation
PGR
$65.62M0.05317,300New+$65.62M4.65
Grab Holdings Limited
GRAB
$6.09M0.051.94M-48.13%-$5.65M0.43
Charter Communications, Inc.
CHTR
$19.41M0.0566,801-56.93%-$25.66M1.38
Salesforce, Inc.
CRM
$102.42M0.04340,060+16.54%+$14.53M7.25
Uber Technologies, Inc.
UBER
$54.25M0.03704,700-26.74%-$19.8M3.84
General Electric Company
GE
$51.62M0.03294,100+22.75%+$9.57M3.66
Intuit Inc.
INTU
$36.85M0.0256,700New+$36.85M2.61
Amazon.com, Inc.
AMZN
$115.89M0.01642,500-16.84%-$23.47M8.21
Meta Platforms, Inc.
META
$50.99M<0.01105,000-10.03%-$5.68M3.61
Oracle Corporation
ORCL
$12.69M<0.01101,000-55.37%-$15.74M0.9
Microsoft Corporation
MSFT
$92.6M<0.01220,095-26.68%-$33.7M6.56
Taiwan Semiconductor Manufacturing Company Limited
TSM
$19.44M<0.01142,900New+$19.44M1.38
Alphabet Inc.
GOOG
$46.48M<0.01305,300-21.7%-$12.88M3.29