KENSICO CAPITAL MANAGEMENT CORP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$3.1T
Holdings
30
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (30 positions)
| Stock | Value |
|---|---|
HWMHOWMET AEROSPACE INC | $301.2M |
VVISA INC | $250.2M |
LNGCHENIERE ENERGY INC | $236.1M |
SEESEALED AIR CORP NEW | $203.6M |
FISVFISERV INC | $203.3M |
MSFTMICROSOFT CORP | $195.5M |
METAFACEBOOK INC | $177.7M |
IQVIQVIA HLDGS INC | $171.9M |
BABAALIBABA GROUP HLDG LTD | $165.5M |
GOOGLALPHABET INC | $139.3M |
BCBRUNSWICK CORP | $132.0M |
PLANUSDANAPLAN INC | $127.6M |
DLTRDOLLAR TREE INC | $122.1M |
STZCONSTELLATION BRANDS INC | $105.1M |
ARMKARAMARK | $104.1M |
NUANEURNUANCE COMMUNICATIONS INC | $100.8M |
UNHUNITEDHEALTH GROUP INC | $81.5M |
LPGDORIAN LPG LTD | $54.0M |
FISFIDELITY NATL INFORMATION SV | $52.0M |
ETRNUSDEQUITRANS MIDSTREAM CORP | $30.9M |
GEGENERAL ELECTRIC CO | $24.8M |
AYXEURALTERYX INC | $24.1M |
—RICE ACQUISITION CORP | $21.1M |
—MSD ACQUISITION CORP | $20.3M |
ZTOZTO EXPRESS CAYMAN INC | $15.7M |
—PERSHING SQUARE TONTINE HLDG | $10.3M |
CDEVEURCENTENNIAL RESOURCE DEV INC | $9.0M |
—HUMANCO ACQUISITION CORP | $8.7M |
MDBMONGODB INC | $7.0M |
—PERSHING SQUARE TONTINE HLDG | $434K |