Holdings
Kensico Capital Management Corp
As of Jun 30, 2026, Kensico Capital Management Corp reported 21 positions worth US$5.76B. Largest: Applovin Corporation, Howmet Aerospace Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applovin Corporation | 3.18M | US$1.64B | −101K | Jun 30, 2026 |
| Howmet Aerospace Inc. | 5.08M | US$1.37B | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1.51M | US$539M | no change | Jun 30, 2026 |
| Fair Isaac Corporation | 374K | US$446M | −11,500 | Jun 30, 2026 |
| Visa Inc. | 947K | US$325M | −2,500 | Jun 30, 2026 |
| Amazon.com, Inc. | 978K | US$233M | −94,000 | Jun 30, 2026 |
| Microsoft Corp. | 403K | US$150M | no change | Jun 30, 2026 |
| Progressive Corporation (the) | 499K | US$109M | no change | Jun 30, 2026 |
| Hilton Worldwide Holdings Inc. | 323K | US$107M | no change | Jun 30, 2026 |
| Intercontinental Exchange Inc. | 858K | US$106M | +141K | Jun 30, 2026 |