0001172661-23-002298.txt : 20230515 0001172661-23-002298.hdr.sgml : 20230515 20230515161052 ACCESSION NUMBER: 0001172661-23-002298 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23922309 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 03-31-2023 03-31-2023 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 05-15-2023 0 20 728192321 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 21840000 210000 SH SOLE 210000 0 0 AMAZON COM INC COM 023135106 80466215 779032 SH SOLE 779032 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 42019533 117501 SH SOLE 117501 0 0 DATADOG INC CL A COM 23804L103 31667190 435827 SH SOLE 435827 0 0 DOORDASH INC CL A 25809K105 52215303 821512 SH SOLE 821512 0 0 ELEVANCE HEALTH INC COM 036752103 21749013 47300 SH SOLE 47300 0 0 EUROPEAN WAX CTR INC CLASS A COM 29882P106 9462437 498023 SH SOLE 498023 0 0 FERGUSON PLC NEW SHS G3421J106 46504875 347700 SH SOLE 347700 0 0 HCA HEALTHCARE INC COM 40412C101 9044224 34300 SH SOLE 34300 0 0 META PLATFORMS INC CL A 30303M102 53430074 252100 SH SOLE 252100 0 0 MICROSOFT CORP COM 594918104 85364189 296095 SH SOLE 296095 0 0 NETFLIX INC COM 64110L106 33753396 97700 SH SOLE 97700 0 0 OPENDOOR TECHNOLOGIES INC COM 683712103 2165611 1230461 SH SOLE 1230461 0 0 RH COM 74967X103 36800405 151100 SH SOLE 151100 0 0 SALESFORCE INC COM 79466L302 62591074 313300 SH SOLE 313300 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 8929340 334307 SH SOLE 334307 0 0 SPRINKLR INC CL A 85208T107 12953520 999500 SH SOLE 999500 0 0 TEMPUR SEALY INTL INC COM 88023U101 24973318 632396 SH SOLE 632396 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 39852994 670700 SH SOLE 670700 0 0 UBER TECHNOLOGIES INC COM 90353T100 52409610 1653300 SH SOLE 1653300 0 0