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| Name: |
Kinetic Partners Management LP |
| City: |
Miami |
| State: |
FL |
| Zip: |
33133 |
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data |
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| Holdings
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4 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
2 |
- |
$410.54 |
$112,885,000 |
300,195 |
9.63% |
50,684,000 |
103,200 |
0.004 |
Application Software |
|
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HCA |
HCA Holdings Inc |
6 |
- |
$309.42 |
$64,584,000 |
238,600 |
5.51% |
14,060,000 |
33,200 |
0.071 |
Hospitals |
|
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AXTA |
Axalta Coating Systems Ltd. |
7 |
- |
$36.33 |
$64,206,000 |
1,890,087 |
5.47% |
23,603,000 |
380,700 |
0.803 |
N/A |
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FERG |
Ferguson plc |
9 |
- |
$219.53 |
$61,087,000 |
316,400 |
5.21% |
24,821,000 |
95,900 |
0.141 |
N/A |
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