Hedge Fund - Kensico Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | APP | 3,118,500 | $2,240,766,990 | +4% | 34.52% | ||
| 2. | HWM | 5,264,500 | $1,033,052,835 | 15.91% | |||
| 3. | FICO | 324,880 | $486,192,666 | +31% | 7.49% | ||
| 4. | GOOGL | 1,783,500 | $433,568,850 | 6.68% | |||
| 5. | V | 818,130 | $279,293,219 | -4% | 4.3% |
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