KENSICO CAPITAL MANAGEMENT CORP

Q1 2025 13F Holdings

  • Location
    greenwich, CT
  • Num holdings

    24

  • Value ($000)

    $4,437,385

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001113000
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
APP
APP

APPLOVIN CORP

COM CL A
03831W108
$762.85M
17 %

2,879,000

HWM
HWM

HOWMET AEROSPACE INC

COM
443201108
$692.86M
16 %

5,340,800

FICO
FICO

FAIR ISAAC CORP

COM
303250104
$442.01M
10 %

239,680

FI
FI

FISERV INC

COM
337738108
$306.82M
7 %

1,389,400

V
V

VISA INC

COM CL A
92826C839
$301.68M
7 %

860,800

AMZN
AMZN

AMAZON COM INC

COM
023135106
$225.91M
5 %

1,187,400

SE
SE

SEA LTD

SPONSORD ADS
81141R100
$217.94M
5 %

1,670,200

EFX
EFX

EQUIFAX INC

COM
294429105
$182.01M
4 %

747,300

LNG
LNG

CHENIERE ENERGY INC

COM NEW
16411R208
$161.91M
4 %

699,700

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$142.75M
3 %

923,100

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