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Owen Schmidt

Kinetic Partners Management, Lp

Assets Managed
$1.787B
Holdings
49
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-13.3%(2Q avg: -6.72%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kinetic Partners Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Kinetic Partners Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.787B in assets, with a quarterly growth rate of -13.3% and a 2-quarter average growth rate of -6.72%. The portfolio is managed by Owen Schmidt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Increased 25.62%
8.81%
$157.4M
755,752 shares@ $208.27 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.36%
8.6%
$153.598M
880,725 shares@ $174.4 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -0.76%
6.59%
$117.692M
348,254 shares@ $337.95 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 28.49%
6.26%
$111.745M
361,040 shares@ $309.51 avg price
SE
Sea Ltd-adr
Recent Activity
Increased 33.06%
5.81%
$103.691M
1.252M shares@ $82.81 avg price
RTX
Rtx Corp
Recent Activity
New Position
4.28%
$76.485M
396,500 shares@ $192.9 avg price
WWD
Woodward Inc
Recent Activity
Decreased -33.72%
3.5%
$62.528M
174,698 shares@ $357.92 avg price
SOLS
Solstice Adv Materials Inc
Recent Activity
Decreased -40.46%
3.11%
$55.429M
727,800 shares@ $76.16 avg price
CVNA
Carvana Co
Recent Activity
Increased 14.8%
3.04%
$54.205M
172,419 shares@ $314.38 avg price
SPOT
Spotify Technology Sa
Recent Activity
Increased 7.5%
2.67%
$47.696M
98,360 shares@ $484.92 avg price

1-10 of 49