Hedge Fund - Kinetic Partners Management

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No. Security Ticker Shares Value Activity % Port History
1. AMZN 837,477 $159,338,374 +3% 11.42%
2. AVGO 739,500 $123,814,485 +29% 8.88%
3. LPX 1,093,055 $100,539,199 +18% 7.21%
4. AER 938,703 $95,907,286 +33% 6.88%
5. DASH 503,376 $92,002,032 -12% 6.6%