StockDriftsStockDriftsTop 19 KENSICO CAPITAL MANAGEMENT CORP Holdings
| Stock | Company Name | % of Portfolio | Shares Owned | Value Owned | Latest Activity | Avg. Buy Price | Date |
|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 26.69% | 3.28M | $1.31B | +5.32% (+165.75K) | $121.99 | 2026-03-31 |
| HWM | HOWMET AEROSPACE INC | 23.92% | 5.08M | $1.17B | -3.44% (-180.90K) | $17.37 | 2026-03-31 |
| GOOGL | ALPHABET INC | 8.86% | 1.51M | $434.07M | +8.01% (+111.90K) | $146.64 | 2026-03-31 |
| FICO | FAIR ISAAC CORP | 8.39% | 385.00K | $411.00M | +25.95% (+79.32K) | $902.92 | 2026-03-31 |
| V | VISA INC | 5.86% | 949.10K | $286.86M | +22.59% (+174.90K) | $137.14 | 2026-03-31 |
| AMZN | AMAZON COM INC | 4.56% | 1.07M | $223.29M | +4.29% (+44.10K) | $177.35 | 2026-03-31 |
| MSFT | MICROSOFT CORP | 3.05% | 403.40K | $149.33M | +19.14% (+64.80K) | $190.68 | 2026-03-31 |
| LNG | CHENIERE ENERGY INC | 2.46% | 424.90K | $120.57M | +0.00% (+0) | $61.62 | 2026-03-31 |
| TW | TRADEWEB MKTS INC | 2.42% | 1.01M | $118.58M | +38.42% (+279.70K) | $121.50 | 2026-03-31 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2.3% | 716.60K | $112.71M | -2.16% (-15.80K) | $95.92 | 2026-03-31 |
| PGR | PROGRESSIVE CORP | 2.02% | 498.50K | $98.82M | +0.00% (+0) | $158.79 | 2026-03-31 |
| HLT | HILTON WORLDWIDE HLDGS INC | 2% | 322.50K | $98.07M | -2.18% (-7.20K) | $246.03 | 2026-03-31 |
| UBER | UBER TECHNOLOGIES INC | 1.88% | 1.28M | $91.84M | new | $76.82 | 2026-03-31 |
| BKNG | BOOKING HOLDINGS INC | 1.68% | 19.56K | $82.35M | new | $191.31 | 2026-03-31 |
| SE | SEA LTD | 1.3% | 768.10K | $63.61M | -59.15% (-1.11M) | $112.62 | 2026-03-31 |
| SPGI | S&P GLOBAL INC | 0.99% | 113.50K | $48.28M | +139.96% (+66.20K) | $486.75 | 2026-03-31 |
| CORZ | CORE SCIENTIFIC INC NEW | 0.72% | 2.35M | $35.13M | new | $8.50 | 2026-03-31 |
| MORN | MORNINGSTAR INC | 0.47% | 135.00K | $22.82M | new | $193.18 | 2026-03-31 |
| INTC | INTEL CORP | 0.44% | 485.00K | $21.40M | new | $40.52 | 2026-03-31 |
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