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. | HWM | 5,640,700 | $385,993,101 | -2% | 12.7% | ||
| 2. | FICO | 252,460 | $315,476,541 | -4% | 10.38% | ||
| 3. | V | 878,700 | $245,227,596 | -2% | 8.06% | ||
| 4. | MSFT | 522,500 | $219,826,200 | -1% | 7.23% | ||
| 5. | CRM | 681,800 | $205,344,524 | +16% | 6.75% |
