Kensico Capital Management Corp - Q22026 Holdings

Kensico Capital Management Corp holds 25 stocks with a total portfolio value of $ 5.83B as of Q22026. In Q22026, Kensico Capital Management Corp added 7 new positions, increased stakes in 4 stocks, reduced 8 holdings, and fully exited 2 positions. The largest holding is Applovin Corp (APP), representing 28.12% of the total portfolio.