Kinetic Partners Management, LP

Position in MSFT — Microsoft Corp

CIK 1911448 Miami, FL

Position in MSFT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,804,635

-$100,921,110 QoQ

Shares Held

15,681

-92.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Kinetic Partners Management, LP holds $62,274,469 across 4 Software - Infrastructure names. MSFT ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWV	CoreWeave, Inc.	530,600	$41,105,582
2	MDB	MongoDB, Inc.	37,167	$9,097,366
3	ORCL	Oracle Corp	42,600	$6,266,886
4	MSFT	Microsoft Corp This page	15,681	$5,804,635

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,804,635	15,681	-92.9%	Shares	Sole	2026-05-15
2025-12-31	$106,725,745	220,681	+28.5%	Shares	Sole	2026-02-17
2025-09-30	$88,922,173	171,681	+18.3%	Shares	Sole	2025-11-14
2025-06-30	$72,164,740	145,081	+224.5%	Shares	Sole	2025-08-14
2025-03-31	$16,781,809	44,705	-78.5%	Shares	Sole	2025-05-15
2024-12-31	$87,716,257	208,105	+2.9%	Shares	Sole	2025-02-14
2024-09-30	$87,051,841	202,305	+10.5%	Shares	Sole	2024-11-14
2024-06-30	$81,838,779	183,105	-16.8%	Shares	Sole	2024-08-14
2024-03-31	$92,598,368	220,095	-26.7%	Shares	Sole	2024-05-15
2023-12-31	$112,885,327	300,195	+52.4%	Shares	Sole	2024-02-14
2023-09-30	$62,201,171	196,995	+34.2%	Shares	Sole	2023-11-14
2023-06-30	$49,989,569	146,795	-50.4%	Shares	Sole	2023-08-14
2023-03-31	$85,364,188	296,095	-19.7%	Shares	Sole	2023-05-15
2022-12-31	$88,396,452	368,595	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.