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| Name: |
KENSICO CAPITAL MANAGEMENT CORP |
| City: |
NEW YORK |
| State: |
UN |
| Zip: |
10017 |
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data |
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| Holdings
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27 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
APP |
Applovin Corp |
1 |
- |
$336.00 |
$762,849,000 |
2,879,000 |
17.19% |
-63,241,000 |
328,000 |
1.328 |
N/A |
|
|
HWM |
Howmet Aerospace Inc |
2 |
- |
$175.95 |
$692,862,000 |
5,340,800 |
15.61% |
104,965,000 |
-34,500 |
1.232 |
Aluminum |
|
|
FICO |
Fair Isaac Corp |
3 |
- |
$1,842.78 |
$442,008,000 |
239,680 |
9.96% |
-26,816,000 |
4,200 |
0.824 |
Business Services |
|
|
FISV |
Fiserv Inc |
4 |
- |
$172.45 |
$306,821,000 |
1,389,400 |
6.91% |
21,657,000 |
1,200 |
0.207 |
Business Software & S... |
|
|
V |
Visa Inc |
5 |
- |
$354.22 |
$301,676,000 |
860,800 |
6.8% |
29,629,000 |
0 |
0.051 |
Business Services |
|
|
AMZN |
Amazon.com Inc |
6 |
- |
$219.92 |
$225,915,000 |
1,187,400 |
5.09% |
12,076,000 |
212,700 |
0.012 |
Internet Software & S... |
|
|
SE |
Sea Limited |
7 |
- |
$149.42 |
$217,944,000 |
1,670,200 |
4.91% |
86,009,000 |
426,700 |
0.498 |
N/A |
|
|
EFX |
Equifax Inc |
8 |
- |
$262.37 |
$182,012,000 |
747,300 |
4.1% |
-14,707,000 |
-24,600 |
0.614 |
Business Services |
|
|
LNG |
Cheniere Energy Inc |
9 |
- |
$240.27 |
$161,911,000 |
699,700 |
3.65% |
11,566,000 |
0 |
0.277 |
Oil & Gas Equipment &... |
|
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GOOGL |
Alphabet Inc |
10 |
- |
$178.64 |
$142,748,000 |
923,100 |
3.22% |
-32,089,000 |
-500 |
0.015 |
Search Engines & Info... |
|
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ICE |
Intercontinental Exchange Inc |
11 |
- |
$181.74 |
$140,467,000 |
814,300 |
3.17% |
19,128,000 |
0 |
0.145 |
Business Services |
|
|
META |
Meta Platforms Inc |
12 |
- |
$713.57 |
$139,306,000 |
241,700 |
3.14% |
-6,545,000 |
-7,400 |
0.01 |
Internet Service Prov... |
|
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MSFT |
Microsoft Corp |
13 |
- |
$491.09 |
$135,741,000 |
361,600 |
3.06% |
-70,668,000 |
-128,100 |
0.005 |
Application Software |
|
|
PGR |
Progressive Corp |
14 |
- |
$257.80 |
$111,449,000 |
393,800 |
2.51% |
17,091,000 |
0 |
0.067 |
Property & Casualty I... |
|
|
CSGP |
CoStar Group Inc |
15 |
- |
$81.42 |
$105,479,000 |
1,331,300 |
2.38% |
54,235,000 |
615,500 |
0.327 |
Business Software & S... |
|
|
UNH |
Unitedhealth Group Inc |
16 |
- |
$307.56 |
$102,969,000 |
196,600 |
2.32% |
-11,087,000 |
-28,870 |
0.021 |
Health Care Plans |
|
|
CRM |
Salesforce.com Inc |
17 |
- |
$269.21 |
$63,226,000 |
235,600 |
1.42% |
-81,238,000 |
-196,500 |
0.026 |
Internet Software & S... |
|
|
ISRG |
Intuitive Surgical Inc |
18 |
New |
$372.63 |
$48,735,000 |
98,400 |
1.1% |
48,735,000 |
98,400 |
0.028 |
Medical Appliances & ... |
|
|
CDNS |
Cadence Design Systems Inc |
19 |
- |
$310.95 |
$43,185,000 |
169,800 |
0.97% |
12,117,000 |
66,400 |
0.061 |
Technical & System So... |
|
|
KKR |
KKR Financial Holdings LLC |
20 |
New |
$134.53 |
$40,510,000 |
350,400 |
0.91% |
40,510,000 |
350,400 |
0.063 |
Asset Management |
|
|
TW |
Tradeweb Markets Inc. |
21 |
New |
$138.61 |
$33,923,000 |
228,500 |
0.76% |
33,923,000 |
228,500 |
0.197 |
N/A |
|
|
THC |
Tenet Healthcare Corp |
22 |
New |
$172.22 |
$31,056,000 |
230,900 |
0.7% |
31,056,000 |
230,900 |
0.214 |
Hospitals |
|
|
NPWR |
NET Power Inc |
23 |
- |
$2.54 |
$4,440,000 |
1,688,100 |
0.1% |
-14,024,000 |
-55,400 |
4.501 |
N/A |
|
|
NPWR/WS |
Net Power Equity Warrants E... |
24 |
- |
$0.00 |
$153,000 |
500,800 |
0% |
-1,709,000 |
-16,400 |
0.556 |
N/A |
|
|
LOAR |
Loar Holdings Inc. |
27 |
Closed |
$81.66 |
$0 |
0 |
0% |
-1,412,000 |
-19,100 |
0 |
N/A |
|
|
MEDP |
Medpace Holdings, Inc. |
26 |
Closed |
$326.03 |
$0 |
0 |
0% |
-40,233,000 |
-121,100 |
0 |
N/A |
|
|
PYPL |
Paypal Holdings, Inc. |
25 |
Closed |
$76.31 |
$0 |
0 |
0% |
-98,741,000 |
-1,156,900 |
0 |
N/A |
|
