Stock Taper 
KENSICO CAPITAL MANAGEMENT CORP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Howmet Aerospace Inc. | HWM | 5.08M | $1.37B |
 AppLovin Corporation | APP | 3.18M | $1.64B |
 Toast, Inc. | TOST | 1.66M | $46.18M |
 Alphabet Inc. | GOOGL | 1.51M | $539.45M |
 Tradeweb Markets Inc. | TW | 1M | $100.13M |
 Amazon.com, Inc. | AMZN | 978.1K | $233.12M |
 Visa Inc. | V | 946.6K | $324.77M |
 Intercontinental Exchange, Inc. | ICE | 857.7K | $105.59M |
 Booking Holdings Inc. | BKNG | 576.5K | $102.76M |
 Intel Corp. | INTC | 563.2K | $78.64M |
 The Progressive Corporation | PGR | 498.5K | $108.9M |
 Cheniere Energy, Inc. | LNG | 424.9K | $101.56M |
 Sea Limited | SE | 408.7K | $39.17M |
 Microsoft Corporation | MSFT | 403.4K | $150.48M |
 Fair Isaac Corporation | FICO | 373.5K | $446.25M |
 Hilton Worldwide Holdings Inc. | HLT | 322.5K | $106.57M |
 Morningstar, Inc. | MORN | 284.1K | $44.33M |
 ICON Public Limited Company | ICLR | 188K | $32.66M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 179.5K | $85.72M |
 IQVIA Holdings Inc. | IQV | 165K | $31.88M |