KENSICO CAPITAL MANAGEMENT CORP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$3.2B
Holdings
25
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HWMHOWMET AEROSPACE INC | 5,595,100 | $434.3T | 13522084.63% | |
| 2 | FICOFAIR ISAAC CORP | 250,110 | $372.3T | 11591317.08% | |
| 3 | MSFTMICROSOFT CORP | 517,600 | $231.3T | 7202104.52% | |
| 4 | VVISA INC | 870,600 | $228.5T | 7113847.39% | |
| 5 | METAMETA PLATFORMS INC | 383,000 | $193.1T | 6012084.17% | |
| 6 | EFXEQUIFAX INC | 777,500 | $188.5T | 5868764.86% | |
| 7 | APPAPPLOVIN CORP | 2,101,800 | $174.9T | 5445343.86% | |
| 8 | FISVFISERV INC | 1,137,400 | $169.5T | 5277427.51% | |
| 9 | GOOGLALPHABET INC | 843,500 | $153.6T | 4783221.28% | |
| 10 | CRMSALESFORCE INC | 498,400 | $128.1T | 3989204.69% | |
| 11 | AMZNAMAZON COM INC | 636,900 | $123.1T | 3831748.20% | |
| 12 | LNGCHENIERE ENERGY INC | 699,700 | $122.3T | 3808325.34% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 682,500 | $118.6T | 3693036.72% | |
| 14 | ICEINTERCONTINENTAL EXCHANGE IN | 827,100 | $113.2T | 3524811.97% | |
| 15 | UBERUBER TECHNOLOGIES INC | 1,274,800 | $92.7T | 2884451.12% | |
| 16 | PGRPROGRESSIVE CORP | 399,500 | $83.0T | 2583333.05% | |
| 17 | MCKMCKESSON CORP | 115,400 | $67.4T | 2098237.34% | |
| 18 | UNHUNITEDHEALTH GROUP INC | 124,100 | $63.2T | 1967512.76% | |
| 19 | BCBRUNSWICK CORP | 846,000 | $61.6T | 1916588.81% | |
| 20 | AAPLAPPLE INC | 155,000 | $32.6T | 1016336.49% | |
| 21 | FWONALIBERTY MEDIA CORP DEL | 321,000 | $23.1T | 717922.50% | |
| 22 | NPWRNET POWER INC | 1,778,346 | $17.5T | 544221.86% | |
| 23 | CORZ 12 01/23/29CORE SCIENTIFIC INC NEW | 10,797,341 | $17.3T | 537760.27% | |
| 24 | NPWR/WSNET POWER INC | 535,075 | $1.2T | 38076.67% | |
| 25 | LOARLOAR HOLDINGS INC | 19,400 | $1.0T | 32257.49% |