StockDriftsStockDriftsTop 49 Kinetic Partners Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 8.81% | 755.8K | $157.4M | +25.61%(+154.10K) | $161.78(+50.00%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 8.59% | 880.7K | $153.6M | -0.36%(-3.20K) | $131.80(+47.82%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.59% | 348.3K | $117.7M | -0.76%(-2.68K) | $158.79(+173.42%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 6.25% | 361.0K | $111.7M | +28.48%(+80.04K) | $288.64(+24.88%) | 2026-03-31 | |
| SE | SEA LTD | 5.8% | 1.25M | $103.7M | +33.06%(+311.10K) | $120.87(-14.54%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 4.28% | 396.5K | $76.5M | new | $188.15(+5.90%) | 2026-03-31 | |
| WWD | WOODWARD INC | 3.5% | 174.7K | $62.5M | -33.73%(-88.90K) | $253.22(+65.08%) | 2026-03-31 | |
| SOLS | SOLSTICE ADVANCED MATLS INC | 3.1% | 727.8K | $55.4M | -40.46%(-494.60K) | $48.58(+65.07%) | 2026-03-31 | |
| CVNA | CARVANA CO | 3.03% | 172.4K | $54.2M | +14.79%(+22.22K) | $210.88(-67.47%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 2.67% | 98.4K | $47.7M | +7.50%(+6.86K) | $665.77(-27.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.96% | +114.47% |
| Top 20 Holdings Unweighted | +32.03% | +130.15% |
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