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KENSICO CAPITAL MANAGEMENT CORP

Q4 2025 13F Holdings

  • Location
    greenwich, CT
  • Num holdings

    22

  • Value ($000)

    $5,884,987

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001113000
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
APP

APPLOVIN CORP

COM CL A
03831W108
$2.1B
36 %

3,118,500

H
HWM

HOWMET AEROSPACE INC

COM
443201108
$1.08B
18 %

5,264,500

F
FICO

FAIR ISAAC CORP

COM
303250104
$516.79M
9 %

305,680

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$437.45M
7 %

1,397,600

V
V

VISA INC

COM CL A
92826C839
$271.52M
5 %

774,200

S
SE

SEA LTD

SPONSORD ADS
81141R100
$239.88M
4 %

1,880,400

A
AMZN

AMAZON COM INC

COM
023135106
$237.28M
4 %

1,028,000

M
MSFT

MICROSOFT CORP

COM
594918104
$163.75M
3 %

338,600

I
ICE

INTERCONTINENTAL EXCHANGE IN

COM
45866F104
$118.62M
2 %

732,400

P
PGR

PROGRESSIVE CORP

COM
743315103
$113.52M
2 %

498,500

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