What Kensico Capital Management Corp reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1113000 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 5.1M |
| ±0% |
| $1.4B |
| 23.4% |
GOOGLAlphabet Inc. | 1.5M | ±0% | $539.5M | 9.3% |
FICOFair Isaac Corp | 373.5K | −3.0% | $446.3M | 7.7% |
VVisa Inc. | 946.6K | −0.3% | $324.8M | 5.6% |
AMZNAmazon Com Inc | 978.1K | −8.8% | $233.1M | 4% |
MSFTMicrosoft Corp | 403.4K | ±0% | $150.5M | 2.6% |
PGRProgressive Corp | 498.5K | ±0% | $108.9M | 1.9% |
HLTHilton Worldwide Holdings Inc. | 322.5K | ±0% | $106.6M | 1.8% |
ICEIntercontinental Exchange, Inc. | 857.7K | +19.7% | $105.6M | 1.8% |
BKNGBooking Holdings Inc. | 576.5K | +2,847.3% | $102.8M | 1.8% |
LNGCheniere Energy, Inc. | 424.9K | ±0% | $101.6M | 1.7% |
TWTradeweb Markets Inc. | 1M | −0.3% | $100.1M | 1.7% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 179.5K | New | $85.7M | 1.5% |
INTCIntel Corp | 563.2K | +16.1% | $78.6M | 1.3% |
MCKMcKesson Corp | 99.7K | New | $75.3M | 1.3% |
TOSTToast, Inc. | 1.7M | New | $46.2M | 0.8% |
MORNMorningstar, Inc. | 284.1K | +110.4% | $44.3M | 0.8% |
SPGIS&P Global Inc. | 107.7K | −5.1% | $43.9M | 0.8% |
SESea Ltd | 408.7K | −46.8% | $39.2M | 0.7% |
ICLRIcon PLC | 188K | New | $32.7M | 0.6% |
IQVIQVIA Holdings Inc. | 165K | New | $31.9M | 0.5% |
VSECVSE Corp | 119.6K | New | $27.3M | 0.5% |
NET POWER INC*W EXP 06/08/2028 | 453.8K | −0.3% | $131.6K | 0.1% |
DPCDPC Holdings PLC | 965 | New | $47.3K | 0.1% |
