Hedge Fund - Kinetic Partners Management

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No. Security Ticker Shares Value Activity % Port History
1. AMZN 817,352 $179,318,855 -26% 11.8%
2. AVGO 573,400 $132,937,056 NEW 8.75%
3. LPX 928,412 $96,137,063 +5% 6.33%
4. DASH 571,976 $95,948,974 -16% 6.31%
5. MSFT 208,105 $87,716,258 +3% 5.77%