Cost Basis
Kensico Capital Management
Quint Slattery
19 holdings with price data
Est. portfolio value: $4.9BReport date: 2026-03-31Avg ROI: +8.9%
View full 13F →| Ticker | Est. avg cost | Now | ROI |
|---|---|---|---|
| INTC INTEL CORP | $45.61 | $91.00 | +99.52% |
| CORZ CORE SCIENTIFIC INC | $16.93 | $22.83 | +34.89% |
| AMZN Amazon.com Inc | $223.08 | $284.02 | +27.31% |
| HWM HOWMET AEROSPACE INC | $235.06 | $286.34 | +21.81% |
| GOOGL Alphabet Inc | $308.60 | $373.51 | +21.04% |
| MSFT Microsoft Corp | $420.19 | $487.65 | +16.05% |
| V Visa Inc | $326.54 | $365.67 | +11.98% |
| MORN MORNINGSTAR INC | $187.00 | $198.93 | +6.38% |
| LNG CHENIERE ENERGY INC | $245.18 | $258.08 | +5.26% |
| BKNG BOOKING HOLDINGS INC | $187.26 | $192.71 | +2.91% |
| HLT HILTON WORLDWIDE HOLDINGS IN | $305.45 | $314.34 | +2.91% |
| SE SEA LTD-ADR | $110.53 | $111.15 | +0.57% |
| PGR PROGRESSIVE CORP | $213.28 | $210.46 | -1.32% |
| ICE INTERCONTINENTAL EXCHANGE IN | $162.47 | $151.80 | -6.56% |
| UBER Uber Technologies Inc | $78.38 | $71.61 | -8.64% |
| TW TRADEWEB MARKETS INC-CLASS A | $113.03 | $101.00 | -10.64% |
| SPGI S&P GLOBAL INC | $468.55 | $416.25 | -11.16% |
| APP APPLOVIN CORP-CLASS A | $520.37 | $406.16 | -21.95% |
| FICO FAIR ISAAC CORP | $1,342.81 | $1,045.46 | -22.14% |