13F-HR filed by KENSICO CAPITAL MANAGEMENT CORP
KENSICO CAPITAL MANAGEMENT CORP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 25 holding rows worth $5,831,500,201.
- Accession
- 0001193125-26-352121
- Filer
- CIK 1113000
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 25 entries on the cover page, a total value of $5,831,500,201 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,831,500,201 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 | 3,182,850 | $1,639,899,806 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 5,083,600 | $1,366,776,696 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,509,500 | $539,450,015 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 373,500 | $446,250,330 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 946,600 | $324,768,994 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 978,100 | $233,120,354 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 403,400 | $150,476,268 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 498,500 | $108,897,325 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 322,500 | $106,573,350 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 857,700 | $105,591,447 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 576,500 | $102,755,360 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 424,900 | $101,555,349 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 1,004,700 | $100,128,402 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 179,500 | $85,723,815 | dollars as filed | |
| Intel Corp | 458140100 | COM | 563,200 | $78,639,616 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 99,680 | $75,318,208 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 1,659,800 | $46,175,636 | dollars as filed | |
| MORNINGSTAR INC COM | 617700109 | Stock | 284,100 | $44,325,282 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 107,700 | $43,861,902 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 408,700 | $39,165,721 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 188,000 | $32,657,480 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 165,000 | $31,881,300 | dollars as filed | |
| VSE CORP COM | 918284100 | Stock | 119,600 | $27,328,600 | dollars as filed | |
| Net Power Inc W Exp 06/08/202 | 64107A113 | SPAC Combination | 453,800 | $131,602 | dollars as filed | |
| DPC HOLDINGS PLC | G2R11M108 | ORDINARY SHARES | 965 | $47,343 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001193125-26-352121 | this filing | 2026-08-14 | acceptance time not in the bulk data set |