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 | $2,101,307,670 | 35.71% | |||
| 2. | HWM | 5,264,500 | $1,079,327,790 | 18.34% | |||
| 3. | FICO | 305,680 | $516,788,722 | -6% | 8.78% | ||
| 4. | GOOGL | 1,397,600 | $437,448,800 | -22% | 7.43% | ||
| 5. | V | 774,200 | $271,519,682 | -6% | 4.61% |
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