# EDGAR Filing Document

**Accession Number:** 0001911448
**File Stem:** 0001172661-25-004048
**Filing Date:** 2025-8
**Character Count:** 14797
**Document Hash:** dbeac36c965047cbe4ea111c5bc025a4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-004048.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001172661-25-004048

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Kinetic Partners Management, LP
- **CENTRAL INDEX KEY:** 0001911448

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23065
- **FILM NUMBER:** 251280176

**BUSINESS ADDRESS:**
- **STREET 1:** 2850 TIGERTAIL AVENUE
- **STREET 2:** 5TH FLOOR
- **CITY:** MIAMI
- **STATE:** FL
- **ZIP:** 33133
- **BUSINESS PHONE:** 305-390-4400

**MAIL ADDRESS:**
- **STREET 1:** 2850 TIGERTAIL AVENUE
- **STREET 2:** 5TH FLOOR
- **CITY:** MIAMI
- **STATE:** FL
- **ZIP:** 33133

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001911448

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Kinetic Partners Management, LP

**Address:** 2850 TIGERTAIL AVENUE, MIAMI, FL 33133

**Telephone number:** 305-390-4445

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-23065

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 254900A3RBP5YGO9CY64

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                    | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                          | VOTE CATEGORY                |     SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Amazon.com, Inc.                  | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 837477           |                0 | AGAINST     |                         837477           | AGAINST                     |  |
| Blue Owl Capital Inc.             | 09581B103 | 06/09/2025     | Approval, by non-binding advisory basis, the compensation paid to our named executive officers for the 2024 fiscal year.                                                                  | SECTION 14A SAY-ON-PAY VOTES |      3.24175e+06 |                0 | AGAINST     |                              3.24175e+06 | AGAINST                     |  |
| Blue Owl Capital Inc.             | 09581B103 | 06/09/2025     | To recommend, on a non-binding advisory basis, the frequency of future advisory votes to approve, on a non-binding advisory basis, the compensation paid to our named executive officers. | SECTION 14A SAY-ON-PAY VOTES |      3.24175e+06 |                0 | ONE YEAR    |                              3.24175e+06 | AGAINST                     |  |
| Booking Holdings Inc.             | 09857L108 | 06/03/2025     | Advisory vote to approve 2024 executive compensation.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |   4950           |                0 | FOR         |                           4950           | FOR                         |  |
| Broadcom Inc.                     | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 675200           |                0 | FOR         |                         675200           | FOR                         |  |
| Carvana Co.                       | 146869102 | 05/05/2025     | To consider the approval, by an advisory vote, of the compensation of our named executive officers as disclosed in the Proxy Statement ("say-on-pay");                                    | SECTION 14A SAY-ON-PAY VOTES | 170817           |                0 | FOR         |                         170817           | FOR                         |  |
| Carvana Co.                       | 146869102 | 05/05/2025     | To recommend, by an advisory vote, the frequency of future advisory votes on the compensation of our named executive officers ("say-on-pay frequency");                                   | SECTION 14A SAY-ON-PAY VOTES | 170817           |                0 | ONE YEAR    |                         170817           | FOR                         |  |
| Constellation Energy Corporation  | 21037T109 | 04/29/2025     | To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers                                                                           | SECTION 14A SAY-ON-PAY VOTES | 108399           |                0 | FOR         |                         108399           | FOR                         |  |
| DigitalBridge Group, Inc.         | 25401T603 | 05/23/2025     | To approve, on a non-binding, advisory basis, named executive officer compensation.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      1.22473e+06 |                0 | AGAINST     |                              1.22473e+06 | AGAINST                     |  |
| DoorDash, Inc.                    | 25809K105 | 06/24/2025     | The approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 296606           |                0 | FOR         |                         296606           | FOR                         |  |
| Ferguson Enterprises Inc.         | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the fiscal 2024 compensation of the Company's Named Executive Officers.                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 223800           |                0 | FOR         |                         223800           | FOR                         |  |
| Ferguson Enterprises Inc.         | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the frequency of future shareholder advisory votes to approve the compensation of the Company's Named Executive Officers.                               | SECTION 14A SAY-ON-PAY VOTES | 223800           |                0 | ONE YEAR    |                         223800           | FOR                         |  |
| GE Vernova, Inc.                  | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 162773           |                0 | FOR         |                         162773           | FOR                         |  |
| GE Vernova, Inc.                  | 36828A101 | 05/14/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                               | SECTION 14A SAY-ON-PAY VOTES | 162773           |                0 | ONE YEAR    |                         162773           | FOR                         |  |
| Intuit Inc.                       | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay)                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  45700           |                0 | FOR         |                          45700           | FOR                         |  |
| Louisiana-Pacific Corporation     | 546347105 | 05/08/2025     | Advisory vote to approve named executive officer compensation                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      1.09306e+06 |                0 | FOR         |                              1.09306e+06 | FOR                         |  |
| Microsoft Corporation             | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 202305           |                0 | FOR         |                         202305           | FOR                         |  |
| MongoDB, Inc.                     | 60937P106 | 06/30/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  99909           |                0 | FOR         |                          99909           | FOR                         |  |
| MongoDB, Inc.                     | 60937P106 | 06/30/2025     | Approval, on a non-binding advisory basis, of the frequency of future advisory votes on the compensation of our named executive officers.                                                 | SECTION 14A SAY-ON-PAY VOTES |  99909           |                0 | ONE YEAR    |                          99909           | FOR                         |  |
| Netflix, Inc.                     | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  20200           |                0 | FOR         |                          20200           | FOR                         |  |
| NVIDIA Corporation                | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 775232           |                0 | FOR         |                         775232           | FOR                         |  |
| PennyMac Financial Services, Inc. | 70932M107 | 06/18/2025     | To approve, by non-binding vote, our executive compensation.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  86800           |                0 | FOR         |                          86800           | FOR                         |  |
| PTC Inc.                          | 69370C100 | 02/12/2025     | Advisory vote to approve the compensation of our named executive officers (say-on-pay).                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  80889           |                0 | FOR         |                          80889           | FOR                         |  |
| Reddit, Inc.                      | 75734B100 | 06/09/2025     | Advisory vote on the compensation of our named executive officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  84055           |                0 | FOR         |                          84055           | FOR                         |  |
| Reddit, Inc.                      | 75734B100 | 06/09/2025     | Advisory vote on the frequency of future advisory votes on the compensation of our named executive officers.                                                                              | SECTION 14A SAY-ON-PAY VOTES |  84055           |                0 | ONE YEAR    |                          84055           | FOR                         |  |
| RH                                | 74967X103 | 06/26/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 126134           |                0 | FOR         |                         126134           | FOR                         |  |
| Somnigroup International, Inc.    | 88023U101 | 05/14/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION OF NAMED EXECUTIVE OFFICERS.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 683941           |                0 | FOR         |                         683941           | FOR                         |  |
| ZoomInfo Technologies Inc.        | 98980F104 | 05/14/2025     | To approve, on an advisory, non-binding basis, the compensation of our named executive officers.                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 928480           |                0 | FOR         |                         928480           | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Kinetic Partners Management, LP

**By (Signature):** Owen Schmidt

**By (Printed Signature):** Owen Schmidt

**By (Title):** General Counsel

**Date:** 08/29/2025