KENSICO CAPITAL MANAGEMENT CORP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$5.2B
Holdings
21
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 3,023,500 | $1.1T | 20354.07% | |
| 2 | HWMHOWMET AEROSPACE INC | 5,264,500 | $979.9B | 18842.89% | |
| 3 | FICOFAIR ISAAC CORP | 249,180 | $455.5B | 8758.99% | |
| 4 | GOOGLALPHABET INC | 1,783,500 | $314.3B | 6044.04% | |
| 5 | VVISA INC | 845,900 | $300.3B | 5775.41% | |
| 6 | FISVFISERV INC | 1,545,846 | $266.5B | 5125.10% | |
| 7 | SESEA LTD | 1,608,800 | $257.3B | 4948.04% | |
| 8 | AMZNAMAZON COM INC | 978,100 | $214.6B | 4126.43% | |
| 9 | EFXEQUIFAX INC | 719,900 | $186.7B | 3590.59% | |
| 10 | METAMETA PLATFORMS INC | 241,700 | $178.4B | 3430.52% | |
| 11 | MSFTMICROSOFT CORP | 356,000 | $177.1B | 3405.17% | |
| 12 | LNGCHENIERE ENERGY INC | 699,700 | $170.4B | 3276.58% | |
| 13 | ICEINTERCONTINENTAL EXCHANGE IN | 814,300 | $149.4B | 2872.92% | |
| 14 | PGRPROGRESSIVE CORP | 393,800 | $105.1B | 2020.85% | |
| 15 | CSGPCOSTAR GROUP INC | 1,282,400 | $103.1B | 1982.68% | |
| 16 | HLTHILTON WORLDWIDE HLDGS INC | 342,000 | $91.1B | 1751.61% | |
| 17 | CRMSALESFORCE INC | 235,600 | $64.2B | 1235.43% | |
| 18 | ISRGINTUITIVE SURGICAL INC | 94,740 | $51.5B | 990.00% | |
| 19 | RBARB GLOBAL INC | 414,300 | $44.0B | 846.00% | |
| 20 | TWTRADEWEB MKTS INC | 220,100 | $32.2B | 619.63% | |
| 21 | NPWR/WSNET POWER INC | 482,400 | $159.2M | 3.06% |