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Hedge Funds Similar to Kinetic Partners

13F Portfolio OverlapQ2 2026Kinetic Partners portfolio →
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Most similar hedge funds by 13F overlap

Kinetic Partners Management, LP is an institutional investor managing $4.2B across 47 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Kinetic Partners are SCGE, D1 Partners, NVIDIA, with shared positions in $SPCX, $SE, $SNDK, $SNOW, $DASH, $JHX. The full ranking of 25 similar funds is below.

#1SCGE MANAGEMENT, L.P.Smart money
Substantial overlap · 5 shared positions
$SPCX$SE$SNDK$SNOW$DASH
$5.9B
21 positions
#2D1 Capital Partners L.P.Smart money
Substantial overlap · 8 shared positions
$SPCX$JHX$NU$CVNA$DASH$SE
$34.8B
55 positions
#3NVIDIA CORPSmart money
Substantial overlap · 3 shared positions
$SPCX$CRWV$NBIS
$63.4B
8 positions
#4Atreides Management, LPSmart money
Substantial overlap · 4 shared positions
$SPCX$CRWV$FERG$NBIS
$14.3B
49 positions
#5BAMCO INC /NY/Smart money
Substantial overlap · 3 shared positions
$SPCX$SHOP$SITE
$66.6B
345 positions
#6SC US (TTGP), LTD.Smart money
Substantial overlap · 3 shared positions
$SPCX$DASH$MDB
$31.9B
19 positions
#7Quarry LPActive
Substantial overlap · 3 shared positions
$SPCX$SE$DDOG
$1.2B
2,372 positions
#8Burkehill Global Management, LPActive
Substantial overlap · 4 shared positions
$SPCX$CRWV$NBIS$DPC
$2.8B
173 positions
#9ELEMENT CAPITAL MANAGEMENT LLCActive
Substantial overlap · 5 shared positions
$SPCX$SNOW$MDB$SOLS$DDOG
$3.2B
72 positions
#10XN LPActive
Notable overlap · 5 shared positions
$SPCX$SOLS$DPC$FERG$CRS
$3.8B
27 positions
#11Senator Investment Group LPActive
Notable overlap · 7 shared positions
$DPC$WWD$FLEX$CVNA$CSTM$CLF
$2.7B
58 positions
#12BAILLIE GIFFORD & COActive
Notable overlap · 7 shared positions
$SPCX$SE$NU$DASH$SNOW$APP
$110.2B
273 positions
#13Avala Global LPActive
Notable overlap · 7 shared positions
$SNOW$STX$CLF$SPCX$NUE$MDB
$2.7B
30 positions
#14Sunstone Asset Management, L.P.Passive
Notable overlap · 7 shared positions
$SNOW$SE$STX$MDB$KLAC$DASH
$92M
57 positions
#15MAPLELANE CAPITAL, LLCActive
Notable overlap · 8 shared positions
$SPCX$SNOW$SNDK$DASH$CVNA$SE
$5.5B
86 positions
#16Bienville Capital Management, LLCPassive
Notable overlap · 8 shared positions
$SNOW$SE$CRWV$MDB$DASH$FLEX
$750M
95 positions
#17Mirae Asset Global Investments Co., Ltd.Active
Notable overlap · 3 shared positions
$SPCX$KLAC$SNDK
$67.7B
1,670 positions
#18Altimeter Capital Management, LPSmart money
Notable overlap · 4 shared positions
$SNOW$SPCX$CRWV$KLAC
$9.8B
20 positions
#19SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 11 shared positions
$STX$SPCX$CVNA$SNDK$SE$DASH
$26.9B
71 positions
#20Spyglass Capital Management LLCActive
Notable overlap · 5 shared positions
$SNOW$MDB$CVNA$DASH$APP
$1.8B
25 positions
#21Benchstone Capital Management LPActive
Notable overlap · 6 shared positions
$SNOW$MDB$SNDK$DASH$SHOP$NBIS
$828M
37 positions
#22Forest Avenue Capital Management LPActive
Notable overlap · 3 shared positions
$DPC$WWD$CRS
$2.4B
24 positions
#23Evolutionary Tree Capital Management, LLCPassive
Notable overlap · 4 shared positions
$SNOW$STX$SE$SHOP
$53M
29 positions
#24Tribune Investment Group LPActive
Notable overlap · 5 shared positions
$WWD$STX$DPC$SNDK$CRS
$247M
34 positions
#25One Madison Group LLCActive
Notable overlap · 4 shared positions
$DPC$WWD$SPCX$JHX
$1.0B
27 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.