Loading…
CIK 0001113000 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("kensico-capital-management-corp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $437.4M | 7.4%Prev: 6.7% | 1,397,600 SH | Increased-385,900 SH |
| AMAZON COM INC | COM | $237.3M | 4.0%Prev: 3.3% | 1,028,000 SH | Increased+49,900 SH |
| APPLOVIN CORP | COM CL A | $2.10B | 35.7%Prev: 34.5% | 3,118,500 SH | Decreased |
| BRUNSWICK CORP | COM | $10.7M | 0.2% | 144,600 SH | New |
| CHENIERE ENERGY INC | COM NEW | $82.6M | 1.4%Prev: 2.5% | 424,900 SH | Decreased-274,800 SH |
| COSTAR GROUP INC | COM | $60.6M | 1.0%Prev: 1.7% | 901,600 SH | Decreased-380,800 SH |
| DOLLAR TREE INC | COM | $37.2M | 0.6% | 302,800 SH | New |
| FAIR ISAAC CORP | COM | $516.8M | 8.8%Prev: 7.5% | 305,680 SH | Increased-19,200 SH |
| HILTON WORLDWIDE HLDGS INC | COM | $94.7M | 1.6%Prev: 1.4% | 329,700 SH | Increased-12,300 SH |
| HOWMET AEROSPACE INC | COM | $1.08B | 18.3%Prev: 15.9% | 5,264,500 SH | Increased |
| INTERCONTINENTAL EXCHANGE IN | COM | $118.6M | 2.0%Prev: 2.1% | 732,400 SH | Decreased-81,900 SH |
| MICROSOFT CORP | COM | $163.8M | 2.8%Prev: 2.8% | 338,600 SH | Decreased-11,100 SH |
| NET POWER INC | *W EXP 06/08/2028 | $233K | 0.0% | 465,200 SH | New |
| PROGRESSIVE CORP | COM | $113.5M | 1.9%Prev: 1.5% | 498,500 SH | Increased+104,700 SH |
| RB GLOBAL INC | COM | $44.6M | 0.8%Prev: 1.7% | 433,900 SH | Decreased-610,100 SH |
| RYAN SPECIALTY HOLDINGS INC | CL A | $49.5M | 0.8%Prev: 0.5% | 959,500 SH | Increased+348,500 SH |
| S&P GLOBAL INC | COM | $24.7M | 0.4% | 47,300 SH | New |
| SEA LTD | SPONSORD ADS | $239.9M | 4.1%Prev: 3.6% | 1,880,400 SH | Increased+560,400 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $79.5M | 1.4% | 136,900 SH | New |
| STRYKER CORPORATION | COM | $42.7M | 0.7% | 121,500 SH | New |
| TRADEWEB MKTS INC | CL A | $78.3M | 1.3%Prev: 0.8% | 728,100 SH | Increased+266,100 SH |
| VISA INC | COM CL A | $271.5M | 4.6%Prev: 4.3% | 774,200 SH | Decreased-43,930 SH |
| 13F-HR |
| 0001193125-26-352121 |
| $5.83B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000950123-25-008306 | $5.20B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001193125-26-226587 | $4.90B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000950123-25-005677 | $4.44B | View |