KENSICO CAPITAL MANAGEMENT CORP — 13F holdings

KENSICO CAPITAL MANAGEMENT CORP reported 25 holdings worth $5.83B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. APP APPLOVIN CORP — $1.64B (28.1%)
2. HWM HOWMET AEROSPACE INC — $1.37B (23.4%)
3. GOOGL ALPHABET INC — $539M (9.3%)
4. FICO FAIR ISAAC CORP — $446M (7.7%)
5. V VISA INC — $325M (5.6%)
6. AMZN AMAZON COM INC — $233M (4.0%)
7. MSFT MICROSOFT CORP — $150M (2.6%)
8. PGR PROGRESSIVE CORP — $109M (1.9%)
9. HLT HILTON WORLDWIDE HLDGS INC — $107M (1.8%)
10. ICE INTERCONTINENTAL EXCHANGE IN — $106M (1.8%)