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KENSICO CAPITAL MANAGEMENT CORP

Q1 2026 13F Holdings

  • Location
    greenwich, CT
  • Num holdings

    20

  • Value ($000)

    $4,897,537

  • Date Filed
    05/15/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
APP

APPLOVIN CORP

COM CL A
03831W108
$1.31B
27 %

3,284,250

H
HWM

HOWMET AEROSPACE INC

COM
443201108
$1.17B
24 %

5,083,600

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$434.07M
9 %

1,509,500

F
FICO

FAIR ISAAC CORP

COM
303250104
$411M
8 %

385,000

V
V

VISA INC

COM CL A
92826C839
$286.86M
6 %

949,100

A
AMZN

AMAZON COM INC

COM
023135106
$223.29M
5 %

1,072,100

M
MSFT

MICROSOFT CORP

COM
594918104
$149.33M
3 %

403,400

L
LNG

CHENIERE ENERGY INC

COM NEW
16411R208
$120.57M
3 %

424,900

---

TRADEWEB MKTS INC

CL A
892672106
$118.58M
2 %

1,007,800

I
ICE

INTERCONTINENTAL EXCHANGE IN

COM
45866F104
$112.71M
2 %

716,600

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