KENSICO CAPITAL MANAGEMENT CORP

Q3 2025 13F Holdings

  • Location
    greenwich, CT
  • Num holdings

    23

  • Value ($000)

    $6,491,695

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
APP

APPLOVIN CORP

COM CL A
03831W108
$2.24B
35 %

3,118,500

H
HWM

HOWMET AEROSPACE INC

COM
443201108
$1.03B
16 %

5,264,500

F
FICO

FAIR ISAAC CORP

COM
303250104
$486.19M
8 %

324,880

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$433.57M
7 %

1,783,500

V
V

VISA INC

COM CL A
92826C839
$279.29M
4 %

818,130

S
SE

SEA LTD

SPONSORD ADS
81141R100
$235.92M
4 %

1,320,000

A
AMZN

AMAZON COM INC

COM
023135106
$214.76M
3 %

978,100

F
FI

FISERV INC

COM
337738108
$204.35M
3 %

1,585,000

M
MSFT

MICROSOFT CORP

COM
594918104
$181.13M
3 %

349,700

M
META

META PLATFORMS INC

CL A
30303M102
$177.50M
3 %

241,700

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