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 | 3,284,250 | $1,307,131,500 | +6% | 26.69% | ||
| 2. | HWM | 5,083,600 | $1,171,566,456 | -4% | 23.92% | ||
| 3. | GOOGL | 1,509,500 | $434,071,820 | +9% | 8.86% | ||
| 4. | FICO | 385,000 | $411,002,900 | +26% | 8.39% | ||
| 5. | V | 949,100 | $286,855,984 | +23% | 5.86% |
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