KENSICO CAPITAL MANAGEMENT CORP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HWM | 5.08M | $1.17B |
 | APP | 3.28M | $1.31B |
 | CORZ | 2.35M | $35.13M |
 | GOOGL | 1.51M | $434.07M |
 | UBER | 1.28M | $91.84M |
 | AMZN | 1.07M | $223.29M |
 | TW | 1.01M | $118.58M |
 | V | 949K | $286.86M |
 | SE | 768K | $63.61M |
 | ICE | 717K | $112.71M |
 | PGR | 499K | $98.82M |
 | INTC | 485K | $21.40M |
 | LNG | 425K | $120.57M |
 | MSFT | 403K | $149.33M |
 | FICO | 385K | $411.00M |
 | HLT | 323K | $98.07M |
 | MORN | 135K | $22.82M |
 | SPGI | 114K | $48.28M |
 | BKNG | 20K | $82.35M |
Howmet Aerospace Inc.
HWM
Shares Held
5.08M
Value
$1.17B
AppLovin Corporation
APP
Shares Held
3.28M
Value
$1.31B
Core Scientific, Inc.
CORZ
Shares Held
2.35M
Value
$35.13M
Alphabet Inc.
GOOGL
Shares Held
1.51M
Value
$434.07M
Uber Technologies, Inc.
UBER
Shares Held
1.28M
Value
$91.84M
Amazon.com, Inc.
AMZN
Shares Held
1.07M
Value
$223.29M
Tradeweb Markets Inc.
TW
Shares Held
1.01M
Value
$118.58M
Visa Inc.
V
Shares Held
949K
Value
$286.86M
Sea Limited
SE
Shares Held
768K
Value
$63.61M
Intercontinental Exchange, Inc.
ICE
Shares Held
717K
Value
$112.71M
The Progressive Corporation
PGR
Shares Held
499K
Value
$98.82M
Intel Corp.
INTC
Shares Held
485K
Value
$21.40M
Cheniere Energy, Inc.
LNG
Shares Held
425K
Value
$120.57M
Microsoft Corporation
MSFT
Shares Held
403K
Value
$149.33M
Fair Isaac Corporation
FICO
Shares Held
385K
Value
$411.00M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
323K
Value
$98.07M
Morningstar, Inc.
MORN
Shares Held
135K
Value
$22.82M
S&P Global Inc.
SPGI
Shares Held
114K
Value
$48.28M
Booking Holdings Inc.
BKNG
Shares Held
20K
Value
$82.35M