Kinetic Partners Management, LP OWL — BLUE OWL CAPITAL INC

Ownership history in Kinetic Partners Management, LP  ·  8 quarters on record

AI Ownership Summary

Kinetic Partners Management, LP reported BLUE OWL CAPITAL INC (OWL) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 5.37% in 2024 Q3. The latest visible filing shows OWL at 0.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OWL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kinetic Partners Management, LP's position in BLUE OWL CAPITAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OWL was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.37% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OWL stock page Kinetic Partners Management, LP fund profile Kinetic Partners Management, LP full holdings
How Kinetic Partners Management, LP held OWL — position size vs. price
% of Fund (quarterly)    OWL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 70.7% -37.7% ✅ 810,548 -1,960,000 -70.7% 0.59% $12.1M 2026-02-17 $11.57
2025 Q3 UNCHANGED — — — 2,770,548 — 0% 2.27% $46.9M 2025-11-14 $14.01
2025 Q2 REDUCED 23.8% -7.5% ✅ 2,770,548 -865,217 -23.8% 2.91% $53.2M 2025-08-14 $18.56
2025 Q1 ADDED — — — 3,635,765 +389,300 +12.0% 5.22% $72.9M 2025-05-15 $18.03
2024 Q4 REDUCED 18.7% -13.2% ✅ 3,246,465 -748,900 -18.7% 4.97% $75.5M 2025-02-14 $21.93
2024 Q3 ADDED — — — 3,995,365 +890,000 +28.7% 5.37% $77.4M 2024-11-14 $20.80
2024 Q2 REDUCED 15.9% +10.1% ❌ 3,105,365 -585,000 -15.9% 4.01% $55.1M 2024-08-14 $15.93
2024 Q1 INITIATED — — — 3,690,365 — — 4.86% $69.6M 2024-05-15 $16.78

🏢 Other funds also holding OWL

As of 2026 Q1 — sorted by position size

Lind Value II ApS 30.9% Brown University 3Y 23.04% State of New Jersey Common Pension Fund A 3Y 7Y 14.37% Endure Capital Management, LLC 7.03% ICONIQ Capital, LLC 3Y 7Y 7.02% Lalia Capital, LLC 6.74% RDST Capital LLC 3Y 6.73% Estuary Capital Management LP 6.41% Explore Capital Management, LLC 5.31% OCO Capital Partners, L.P. 3Y 4.92%

FAQ About Kinetic Partners Management, LP and OWL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kinetic Partners Management, LP reported owning OWL?

Kinetic Partners Management, LP reported OWL across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported OWL position in Kinetic Partners Management, LP's portfolio?

The largest reported portfolio weight for OWL was 5.37% in 2024 Q3.

What is the latest reported OWL position on this page?

The most recent filing on this page is 2025 Q4, when Kinetic Partners Management, LP reported 810,548 shares, equal to 0.59% of portfolio, with an estimated market value of $12.1M.

What does the chart on this OWL ownership page compare?

The chart compares Kinetic Partners Management, LP's quarterly OWL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kinetic Partners Management, LP time their OWL position?

Based on 13F filing dates vs. subsequent OWL price moves, Kinetic Partners Management, LP correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on OWL relative to SPY over the holding period was -30.8%.

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