Kensico Capital Management Corp - Q12026 Holdings

Kensico Capital Management Corp holds 20 stocks with a total portfolio value of $ 4.9B as of Q12026. In Q12026, Kensico Capital Management Corp added 5 new positions, increased stakes in 8 stocks, reduced 5 holdings, and fully exited 7 positions. The largest holding is Applovin Corp (APP), representing 26.69% of the total portfolio.