KENSICO CAPITAL MANAGEMENT CORP
Q2 2025 13F Holdings
- Locationgreenwich, CT
- Num holdings
21
- Value ($000)
$5,200,271
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001113000
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APP APPLOVIN CORP | COM CL A | 03831W108 | $1.06B | 20 % | 3,023,500 | ||
HWM HOWMET AEROSPACE INC | COM | 443201108 | $979.88M | 19 % | 5,264,500 | ||
FICO FAIR ISAAC CORP | COM | 303250104 | $455.49M | 9 % | 249,180 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $314.31M | 6 % | 1,783,500 | ||
V VISA INC | COM CL A | 92826C839 | $300.34M | 6 % | 845,900 | ||
FI FISERV INC | COM | 337738108 | $266.52M | 5 % | 1,545,846 | ||
SE SEA LTD | SPONSORD ADS | 81141R100 | $257.31M | 5 % | 1,608,800 | ||
AMZN AMAZON COM INC | COM | 023135106 | $214.59M | 4 % | 978,100 | ||
EFX EQUIFAX INC | COM | 294429105 | $186.72M | 4 % | 719,900 | ||
META META PLATFORMS INC | CL A | 30303M102 | $178.40M | 3 % | 241,700 |
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