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KENSICO CAPITAL MANAGEMENT CORP 13F holdings

Filed 2026-08-14 · KENSICO CAPITAL MANAGEMENT CORP · 25 positions · $5.8B

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TickerCompanySharesValue% of portfolio
APPAPPLOVIN CORP3.2M$1.6B28.1%
HWMHOWMET AEROSPACE INC5.1M$1.4B23.4%
GOOGLALPHABET INC1.5M$539.5M9.3%
FICOFAIR ISAAC CORP373.5K$446.3M7.7%
VVISA INC946.6K$324.8M5.6%
AMZNAMAZON COM INC978.1K$233.1M4.0%
MSFTMICROSOFT CORP403.4K$150.5M2.6%
PGRPROGRESSIVE CORP498.5K$108.9M1.9%
HLTHILTON WORLDWIDE HLDGS INC322.5K$106.6M1.8%
ICEINTERCONTINENTAL EXCHANGE IN857.7K$105.6M1.8%
BKNGBOOKING HOLDINGS INC576.5K$102.8M1.8%
LNGCHENIERE ENERGY INC424.9K$101.6M1.7%
TWTRADEWEB MKTS INC1.0M$100.1M1.7%
TSMTAIWAN SEMICONDUCTOR MANUFAC179.5K$85.7M1.5%
INTCINTEL CORP563.2K$78.6M1.3%
MCKMCKESSON CORP99.7K$75.3M1.3%
TOSTTOAST INC1.7M$46.2M0.8%
MORNMORNINGSTAR INC284.1K$44.3M0.8%
SPGIS&P GLOBAL INC107.7K$43.9M0.8%
SESEA LTD408.7K$39.2M0.7%
—ICON PUB LTD CO188.0K$32.7M0.6%
IQVIQVIA HLDGS INC165.0K$31.9M0.5%
VSECVSE CORP119.6K$27.3M0.5%
—NET POWER INC453.8K$131,6020.0%
—DPC HOLDINGS PLC965$47,3430.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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