Kinetic Partners Management as of March 31, 2023
Portfolio Holdings for Kinetic Partners Management
Kinetic Partners Management holds 20 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.7 | $85M | 296k | 288.30 | |
| Amazon (AMZN) | 11.1 | $81M | 779k | 103.29 | |
| salesforce (CRM) | 8.6 | $63M | 313k | 199.78 | |
| Meta Platforms Cl A (META) | 7.3 | $53M | 252k | 211.94 | |
| Uber Technologies (UBER) | 7.2 | $52M | 1.7M | 31.70 | |
| Doordash Cl A (DASH) | 7.2 | $52M | 822k | 63.56 | |
| Ferguson SHS | 6.4 | $47M | 348k | 133.75 | |
| Charter Communications Inc N Cl A (CHTR) | 5.8 | $42M | 118k | 357.61 | |
| Tenet Healthcare Corp Com New (THC) | 5.5 | $40M | 671k | 59.42 | |
| Rh (RH) | 5.1 | $37M | 151k | 243.55 | |
| Netflix (NFLX) | 4.6 | $34M | 98k | 345.48 | |
| Datadog Cl A Com (DDOG) | 4.3 | $32M | 436k | 72.66 | |
| Tempur-Pedic International (TPX) | 3.4 | $25M | 632k | 39.49 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $22M | 210k | 104.00 | |
| Anthem (ELV) | 3.0 | $22M | 47k | 459.81 | |
| Sprinklr Cl A (CXM) | 1.8 | $13M | 1000k | 12.96 | |
| European Wax Ctr Class A Com (EWCZ) | 1.3 | $9.5M | 498k | 19.00 | |
| Hca Holdings (HCA) | 1.2 | $9.0M | 34k | 263.68 | |
| Six Flags Entertainment (SIX) | 1.2 | $8.9M | 334k | 26.71 | |
| Opendoor Technologies (OPEN) | 0.3 | $2.2M | 1.2M | 1.76 |
