StockDriftsStockDriftsTop 21 Kensico Capital Management Corp Holdings
| Stock | Company Name | % of Portfolio | Shares Owned | Value Owned | Latest Activity | Avg. Buy Price | Date |
|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 35.71% | 3.12M | $2.10B | +0.00% (+0) | $99.99 | 2025-12-31 |
| HWM | HOWMET AEROSPACE INC | 18.34% | 5.26M | $1.08B | +0.00% (+0) | $17.37 | 2025-12-31 |
| FICO | FAIR ISAAC CORP | 8.78% | 305.68K | $516.79M | -5.91% (-19.20K) | $779.36 | 2025-12-31 |
| GOOGL | ALPHABET INC | 7.43% | 1.40M | $437.45M | -21.64% (-385.90K) | $134.53 | 2025-12-31 |
| V | VISA INC | 4.61% | 774.20K | $271.52M | -5.37% (-43.93K) | $191.93 | 2025-12-31 |
| SE | SEA LTD | 4.08% | 1.88M | $239.88M | +42.45% (+560.40K) | $112.62 | 2025-12-31 |
| AMZN | AMAZON COM INC | 4.03% | 1.03M | $237.28M | +5.10% (+49.90K) | $175.54 | 2025-12-31 |
| MSFT | MICROSOFT CORP | 2.78% | 338.60K | $163.75M | -3.17% (-11.10K) | $210.96 | 2025-12-31 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2.02% | 732.40K | $118.62M | -10.06% (-81.90K) | $95.92 | 2025-12-31 |
| PGR | PROGRESSIVE CORP | 1.93% | 498.50K | $113.52M | +26.59% (+104.70K) | $158.79 | 2025-12-31 |
| HLT | HILTON WORLDWIDE HLDGS INC | 1.61% | 329.70K | $94.71M | -3.60% (-12.30K) | $246.03 | 2025-12-31 |
| LNG | CHENIERE ENERGY INC | 1.4% | 424.90K | $82.60M | -39.27% (-274.80K) | $60.27 | 2025-12-31 |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.35% | 136.90K | $79.50M | new | $639.36 | 2025-12-31 |
| TW | TRADEWEB MKTS INC | 1.33% | 728.10K | $78.30M | +57.60% (+266.10K) | $124.91 | 2025-12-31 |
| CSGP | COSTAR GROUP INC | 1.03% | 901.60K | $60.62M | -29.69% (-380.80K) | $74.39 | 2025-12-31 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 0.84% | 959.50K | $49.54M | +57.04% (+348.50K) | $59.20 | 2025-12-31 |
| RBA | RB GLOBAL INC | 0.76% | 433.90K | $44.64M | -58.44% (-610.10K) | $105.20 | 2025-12-31 |
| SYK | STRYKER CORPORATION | 0.73% | 121.50K | $42.70M | new | $360.57 | 2025-12-31 |
| DLTR | DOLLAR TREE INC | 0.63% | 302.80K | $37.25M | new | $108.69 | 2025-12-31 |
| SPGI | S&P GLOBAL INC | 0.42% | 47.30K | $24.72M | new | $504.65 | 2025-12-31 |
| BC | BRUNSWICK CORP | 0.18% | 144.60K | $10.74M | new | $68.96 | 2025-12-31 |
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