KENSICO CAPITAL MANAGEMENT CORP

Q4 2024 13F Holdings

  • Location
    greenwich, CT
  • Num holdings

    23

  • Value ($000)

    $4,377,198

  • Date Filed
    02/14/2025
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
APP
APP

APPLOVIN CORP

COM CL A
03831W108
$826.09M
19 %

2,551,000

HWM
HWM

HOWMET AEROSPACE INC

COM
443201108
$587.90M
13 %

5,375,300

FICO
FICO

FAIR ISAAC CORP

COM
303250104
$468.82M
11 %

235,480

FI
FI

FISERV INC

COM
337738108
$285.16M
7 %

1,388,200

V
V

VISA INC

COM CL A
92826C839
$272.05M
6 %

860,800

AMZN
AMZN

AMAZON COM INC

COM
023135106
$213.84M
5 %

974,700

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$206.41M
5 %

489,700

EFX
EFX

EQUIFAX INC

COM
294429105
$196.72M
5 %

771,900

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$174.84M
4 %

923,600

LNG
LNG

CHENIERE ENERGY INC

COM NEW
16411R208
$150.34M
3 %

699,700

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