KENSICO CAPITAL MANAGEMENT CORP
Q3 2025 13F Holdings
- Locationgreenwich, CT
- Num holdings
23
- Value ($000)
$6,491,695
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001113000
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APP APPLOVIN CORP | COM CL A | 03831W108 | $2.24 B | 35 % | 3,118,500 | ||
HWM HOWMET AEROSPACE INC | COM | 443201108 | $1.03 B | 16 % | 5,264,500 | ||
FICO FAIR ISAAC CORP | COM | 303250104 | $486.19 M | 8 % | 324,880 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $433.57 M | 7 % | 1,783,500 | ||
V VISA INC | COM CL A | 92826C839 | $279.29 M | 4 % | 818,130 | ||
SE SEA LTD | SPONSORD ADS | 81141R100 | $235.92 M | 4 % | 1,320,000 | ||
AMZN AMAZON COM INC | COM | 023135106 | $214.76 M | 3 % | 978,100 | ||
FI FISERV INC | COM | 337738108 | $204.35 M | 3 % | 1,585,000 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $181.13 M | 3 % | 349,700 | ||
META META PLATFORMS INC | CL A | 30303M102 | $177.50 M | 3 % | 241,700 |
Rows Per Page
10
- 10
- 50
- 100