Kinetic Partners Management, LP

Position in SNOW — Snowflake Inc.

CIK 1911448 Miami, FL

Position in SNOW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$204,872,500

+$193,948,372 QoQ

Shares Held

805,000

+1516.5% QoQ

Ownership

0.232%

of shares outstanding

% of Portfolio

4.89%

of 13F equity value

Holder Rank

#66

of 1,453 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Kinetic Partners Management, LP holds $250,926,061 across 4 Software - Application names. SNOW ranks #1 (81.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc. This page	805,000	$204,872,500
2	DDOG	Datadog, Inc.	74,348	$19,357,245
3	SHOP	Shopify Inc.	148,226	$16,924,444
4	FROG	JFrog Ltd	107,525	$9,771,872

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,872,500	805,000	+1516.5%	Shares	Sole	2026-08-14
2025-12-31	$10,924,128	49,800	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.