Universe · entity
KENSICO CAPITAL MANAGEMENT CORP
Institutional manager (13F) · CIK 1113000
13F holdings · as of 2026-03-31 · top 20 · reported portfolio $4.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLOVIN CORP | $1.3B | 3,284,250 |
| 2 | HOWMET AEROSPACE INC | $1.2B | 5,083,600 |
| 3 | ALPHABET INC | $434M | 1,509,500 |
| 4 | FAIR ISAAC CORP | $411M | 385,000 |
| 5 | VISA INC | $287M | 949,100 |
| 6 | AMAZON COM INC | $223M | 1,072,100 |
| 7 | MICROSOFT CORP | $149M | 403,400 |
| 8 | CHENIERE ENERGY INC | $121M | 424,900 |
| 9 | TRADEWEB MKTS INC | $119M | 1,007,800 |
| 10 | INTERCONTINENTAL EXCHANGE IN | $113M | 716,600 |
| 11 | PROGRESSIVE CORP | $99M | 498,500 |
| 12 | HILTON WORLDWIDE HLDGS INC | $98M | 322,500 |
| 13 | UBER TECHNOLOGIES INC | $92M | 1,276,800 |
| 14 | BOOKING HOLDINGS INC | $82M | 19,560 |
| 15 | SEA LTD | $64M | 768,100 |
| 16 | S&P GLOBAL INC | $48M | 113,500 |
| 17 | CORE SCIENTIFIC INC NEW | $35M | 2,348,200 |
| 18 | MORNINGSTAR INC | $23M | 135,000 |
| 19 | INTEL CORP | $21M | 485,000 |
| 20 | NET POWER INC | $123k | 455,200 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.