13F-HR filed by KENSICO CAPITAL MANAGEMENT CORP
KENSICO CAPITAL MANAGEMENT CORP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 22 holding rows worth $5,884,986,723.
- Accession
- 0001193125-26-054531
- Filer
- CIK 1113000
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 22 entries on the cover page, a total value of $5,884,986,723 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,884,986,723 with VALUE read as dollars as filed, 13F file number 028-10067. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 3,118,500 | $2,101,307,670 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 5,264,500 | $1,079,327,790 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 305,680 | $516,788,722 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,397,600 | $437,448,800 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 774,200 | $271,519,682 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 1,880,400 | $239,882,628 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,028,000 | $237,282,960 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 338,600 | $163,753,732 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 732,400 | $118,619,504 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 498,500 | $113,518,420 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 329,700 | $94,706,325 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 424,900 | $82,596,311 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 136,900 | $79,499,199 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 728,100 | $78,299,874 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 901,600 | $60,623,584 | dollars as filed | |
| RYAN SPECIALTY HOLDINGS INC CL A | 78351F107 | Stock | 959,500 | $49,538,985 | dollars as filed | |
| RB GLOBAL INC COM | 74935Q107 | Stock | 433,900 | $44,635,293 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 121,500 | $42,703,605 | dollars as filed | |
| DOLLAR TREE INC COM | 256746108 | Stock | 302,800 | $37,247,428 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 47,300 | $24,718,507 | dollars as filed | |
| BRUNSWICK CORP | 117043109 | COM | 144,600 | $10,735,104 | dollars as filed | |
| Net Power Inc W Exp 06/08/202 | 64107A113 | SPAC Combination | 465,200 | $232,600 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001193125-26-054531 | this filing | 2026-02-17 | acceptance time not in the bulk data set |