Kensico Capital Management Corp

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Brunswick Corporation
BC
$172.62M2.651.79M-1.33%-$2.33M5.7
Core Scientific, Inc.
CORZ
$8.95M1.422.53MNew+$8.95M0.3
Howmet Aerospace Inc.
HWM
$385.99M1.385.64M-1.06%-$4.12M12.75
Fair Isaac Corporation
FICO
$315.48M1.02252,460-3.19%-$10.41M10.42
NET Power Inc.
NPWR
$20.8M0.851.83M-1.33%-$281,333.000.69
AppLovin Corporation
APP
$148.8M0.652.15M-1.33%-$2.01M4.92
Equifax Inc.
EFX
$193.47M0.59723,200-9.84%-$21.11M6.39
Stanley Black & Decker, Inc.
SWK
$59.02M0.39602,700-1.33%-$793,233.001.95
Core & Main, Inc.
CNM
$36.71M0.32641,300New+$36.71M1.21
Cheniere Energy, Inc.
LNG
$112.85M0.31699,700-1.34%-$1.53M3.73
Fiserv, Inc.
FI
$187.5M0.21.17M+8.73%+$15.06M6.19
Intercontinental Exchange, Inc.
ICE
$117.24M0.15853,100-1.33%-$1.58M3.87
The Progressive Corporation
PGR
$124.75M0.1603,200-1.32%-$1.68M4.12
DexCom, Inc.
DXCM
$41.28M0.08297,600-1.33%-$554,800.001.36
Salesforce, Inc.
CRM
$205.34M0.07681,800+15.64%+$27.77M6.78
Visa Inc.
V
$245.23M0.04878,700-1.36%-$3.38M8.1
Intel Corporation
INTC
$33.56M0.02759,800-23.58%-$10.36M1.11
Taiwan Semiconductor Manufacturing Company Limited
TSM
$72.08M0.01529,800+92.03%+$34.54M2.38
Meta Platforms, Inc.
META
$96.63M0.01199,000-1.34%-$1.31M3.19
Alphabet Inc.
GOOGL
$138.49M0.01917,600-18.62%-$31.68M4.57
Microsoft Corporation
MSFT
$219.83M0.01522,500-0.8%-$1.77M7.26
Amazon.com, Inc.
AMZN
$91.09M0.01505,000-1.33%-$1.23M3.01