Kensico Capital Management Corp - Q42025 Holdings

Kensico Capital Management Corp holds 22 stocks with a total portfolio value of $ 5.88B as of Q42025. In Q42025, Kensico Capital Management Corp added 5 new positions, increased stakes in 5 stocks, reduced 10 holdings, and fully exited 6 positions. The largest holding is Applovin Corp (APP), representing 35.71% of the total portfolio.