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 | 3,182,850 | $1,639,899,806 | -4% | 28.12% | ||
| 2. | HWM | 5,083,600 | $1,366,776,696 | 23.44% | |||
| 3. | GOOGL | 1,509,500 | $539,450,015 | 9.25% | |||
| 4. | FICO | 373,500 | $446,250,330 | -3% | 7.65% | ||
| 5. | V | 946,600 | $324,768,994 | -1% | 5.57% |
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