KENSICO CAPITAL MANAGEMENT CORP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$3.8T
Holdings
26
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HWMHOWMET AEROSPACE INC | 5,458,300 | $547.2B | 14.54% | |
| 2 | FICOFAIR ISAAC CORP | 241,680 | $469.7B | 12.48% | |
| 3 | APPAPPLOVIN CORP | 2,551,000 | $333.0B | 8.85% | |
| 4 | VVISA INC | 861,600 | $236.9B | 6.29% | |
| 5 | FISVFISERV INC | 1,300,000 | $233.5B | 6.21% | |
| 6 | EFXEQUIFAX INC | 777,500 | $228.5B | 6.07% | |
| 7 | MSFTMICROSOFT CORP | 494,200 | $212.7B | 5.65% | |
| 8 | AMZNAMAZON COM INC | 1,045,000 | $194.7B | 5.17% | |
| 9 | METAMETA PLATFORMS INC | 299,000 | $171.2B | 4.55% | |
| 10 | UNHUNITEDHEALTH GROUP INC | 270,000 | $157.9B | 4.19% | |
| 11 | GOOGLALPHABET INC | 890,000 | $147.6B | 3.92% | |
| 12 | ICEINTERCONTINENTAL EXCHANGE IN | 827,100 | $132.9B | 3.53% | |
| 13 | LNGCHENIERE ENERGY INC | 699,700 | $125.8B | 3.34% | |
| 14 | CRMSALESFORCE INC | 411,900 | $112.7B | 3.00% | |
| 15 | PGRPROGRESSIVE CORP | 399,500 | $101.4B | 2.69% | |
| 16 | SESEA LTD | 905,000 | $85.3B | 2.27% | |
| 17 | PYPLPAYPAL HLDGS INC | 1,055,000 | $82.3B | 2.19% | |
| 18 | ICLRICON PLC | 150,000 | $43.1B | 1.15% | |
| 19 | BCBRUNSWICK CORP | 506,000 | $42.4B | 1.13% | |
| 20 | BABAALIBABA GROUP HLDG LTD | 335,000 | $35.6B | 0.94% | |
| 21 | FWONALIBERTY MEDIA CORP DEL | 425,000 | $32.9B | 0.87% | |
| 22 | CORZCORE SCIENTIFIC INC NEW | 1,100,000 | $13.0B | 0.35% | |
| 23 | NPWRNET POWER INC | 1,770,800 | $12.4B | 0.33% | |
| 24 | MEDPMEDPACE HLDGS INC | 27,000 | $9.0B | 0.24% | |
| 25 | LOARLOAR HOLDINGS INC | 19,400 | $1.4B | 0.04% | |
| 26 | NPWR/WSNET POWER INC | 525,300 | $609.3M | 0.02% |