Kensico Capital Management Corp Portfolio Holdings

Kensico Capital Management Corp has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.63 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Howmet Aerospace Inc. with a value of $547M, Fair Isaac Corp with a value of $470M, App Lovin Corp with a value of $333M, Visa Inc. with a value of $237M, and Equifax Inc with a value of $228M.

Examining the 13F form we can see an increase of $508M in the current position value, from $3.12B to 3.63B.

Kensico Capital Management Corp is based out at Greenwich, CT

Below you can find more details about Kensico Capital Management Corp portfolio as well as his latest detailed transactions.