Hedge Fund - Kinetic Partners Management

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No. Security Ticker Shares Value Activity % Port History
1. AMZN 807,957 $156,137,690 +26% 11.36%
2. MSFT 183,105 $81,838,780 -17% 5.95%
3. LPX 982,417 $80,882,392 NEW 5.88%
4. CRM 312,460 $80,333,466 -9% 5.84%
5. CVNA 512,800 $66,007,616 NEW 4.8%