0001172661-23-001307.txt : 20230214 0001172661-23-001307.hdr.sgml : 20230214 20230214160609 ACCESSION NUMBER: 0001172661-23-001307 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kinetic Partners Management, LP CENTRAL INDEX KEY: 0001911448 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23065 FILM NUMBER: 23628873 BUSINESS ADDRESS: STREET 1: 2850 TIGERTAIL AVENUE STREET 2: 5TH FLOOR CITY: MIAMI STATE: FL ZIP: 33133 BUSINESS PHONE: 305-390-4400 MAIL ADDRESS: STREET 1: 2850 TIGERTAIL AVENUE STREET 2: 5TH FLOOR CITY: MIAMI STATE: FL ZIP: 33133 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001911448 XXXXXXXX 12-31-2022 12-31-2022 false Kinetic Partners Management, LP

2850 Tigertail Avenue 5th Floor Miami FL 33133

13F HOLDINGS REPORT 028-23065 000318097 801-123114 N Owen Schmidt 305-390-4445 /s/ Owen Schmidt New York NY 02-14-2023 0 19 571652480 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 77170800 918700 SH SOLE 918700 0 0 BLEND LABS INC CL A 09352U108 1480604 1028197 SH SOLE 1028197 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 34204678 100869 SH SOLE 100869 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 16965272 161129 SH SOLE 161129 0 0 CVENT HOLDING CORP COMMON STOCK 126677103 15112726 2798653 SH SOLE 2798653 0 0 DATADOG INC CL A COM 23804L103 13193250 179500 SH SOLE 179500 0 0 DOORDASH INC CL A 25809K105 37347300 765000 SH SOLE 765000 0 0 DYNATRACE INC COM NEW 268150109 15815104 412927 SH SOLE 412927 0 0 EUROPEAN WAX CTR INC CLASS A COM 29882P106 4260676 342223 SH SOLE 342223 0 0 FERGUSON PLC NEW SHS G3421J106 37075240 292000 SH SOLE 292000 0 0 HCA HEALTHCARE INC COM 40412C101 45184468 188300 SH SOLE 188300 0 0 MASTERCARD INCORPORATED CL A 57636Q104 42005784 120800 SH SOLE 120800 0 0 MICROSOFT CORP COM 594918104 88396453 368595 SH SOLE 368595 0 0 OPENDOOR TECHNOLOGIES INC COM 683712103 1427335 1230461 SH SOLE 1230461 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 5225012 658062 SH SOLE 658062 0 0 RH COM 74967X103 37112691 138900 SH SOLE 138900 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 29464281 603900 SH SOLE 603900 0 0 UBER TECHNOLOGIES INC COM 90353T100 41360925 1672500 SH SOLE 1672500 0 0 WABTEC COM 929740108 28849881 289048 SH SOLE 289048 0 0