0001172661-24-002514.txt : 20240515 0001172661-24-002514.hdr.sgml : 20240515 20240515161457 ACCESSION NUMBER: 0001172661-24-002514 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kinetic Partners Management, LP CENTRAL INDEX KEY: 0001911448 ORGANIZATION NAME: 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: 24950897 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 03-31-2024 03-31-2024 false Kinetic Partners Management, LP
2850 Tigertail Avenue 5th Floor Miami FL 33133
13F HOLDINGS REPORT 028-23065 000318097 801-123114 N
Owen Schmidt General Counsel 305-390-4445 /s/ Owen Schmidt Miami FL 05-15-2024 0 27 1433031307
INFORMATION TABLE 2 infotable.xml AERCAP HOLDINGS NV SHS N00985106 26151219 300900 SH SOLE 300900 0 0 ALPHABET INC CAP STK CL C 02079K107 46484978 305300 SH SOLE 305300 0 0 AMAZON COM INC COM 023135106 115894150 642500 SH SOLE 642500 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 45654700 406000 SH SOLE 406000 0 0 AXALTA COATING SYS LTD COM G0750C108 54150047 1574587 SH SOLE 1574587 0 0 BLUE OWL CAPITAL INC COM CL A 09581B103 69600284 3690365 SH SOLE 3690365 0 0 BOOKING HOLDINGS INC COM 09857L108 66752992 18400 SH SOLE 18400 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 19414375 66801 SH SOLE 66801 0 0 DOORDASH INC CL A 25809K105 76297569 554005 SH SOLE 554005 0 0 FERGUSON PLC NEW SHS G3421J106 85930362 393400 SH SOLE 393400 0 0 GE VERNOVA LLC COM 36828A101 20854375 152500 SH SOLE 152500 0 0 GENERAL ELECTRIC CO COM NEW 369604301 51623373 294100 SH SOLE 294100 0 0 GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 6090036 1939502 SH SOLE 1939502 0 0 INTUIT COM 461202103 36855000 56700 SH SOLE 56700 0 0 META PLATFORMS INC CL A 30303M102 50985900 105000 SH SOLE 105000 0 0 MICROSOFT CORP COM 594918104 92598368 220095 SH SOLE 220095 0 0 ORACLE CORP COM 68389X105 12686610 101000 SH SOLE 101000 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 27830979 338700 SH SOLE 338700 0 0 PROGRESSIVE CORP COM 743315103 65623986 317300 SH SOLE 317300 0 0 PTC INC COM 69370C100 69555427 368135 SH SOLE 368135 0 0 SALESFORCE INC COM 79466L302 102419271 340060 SH SOLE 340060 0 0 SEA LTD SPONSORD ADS 81141R100 26479030 493000 SH SOLE 493000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 19441545 142900 SH SOLE 142900 0 0 TEMPUR SEALY INTL INC COM 88023U101 80588033 1418304 SH SOLE 1418304 0 0 TRANSUNION COM 89400J107 65284380 818100 SH SOLE 818100 0 0 UBER TECHNOLOGIES INC COM 90353T100 54254853 704700 SH SOLE 704700 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 43529465 2715500 SH SOLE 2715500 0 0