Price Gap
Kensico Capital Management
Quint Slattery
19 holdings with price data
Est. portfolio value: $4.9BReport date: 2026-03-31Days since filing: 82d
View full 13F →| Ticker | At filing | Now | Change | vs filing |
|---|---|---|---|---|
| TW TRADEWEB MARKETS INC-CLASS A | $116.87 | $101.00 | -13.58% | Below filing price |
| LNG CHENIERE ENERGY INC | $293.64 | $258.08 | -12.11% | Below filing price |
| ICE INTERCONTINENTAL EXCHANGE IN | $156.94 | $151.80 | -3.28% | Below filing price |
| SPGI S&P GLOBAL INC | $417.59 | $416.25 | -0.32% | Below filing price |
| FICO FAIR ISAAC CORP | $1047.94 | $1045.46 | -0.24% | Below filing price |
| UBER Uber Technologies Inc | $69.91 | $71.61 | +2.43% | Above filing price |
| PGR PROGRESSIVE CORP | $201.39 | $210.46 | +4.50% | Above filing price |
| HLT HILTON WORLDWIDE HOLDINGS IN | $295.87 | $314.34 | +6.24% | Above filing price |
| APP APPLOVIN CORP-CLASS A | $372.08 | $406.16 | +9.16% | Above filing price |
| BKNG BOOKING HOLDINGS INC | $164.70 | $192.71 | +17.01% | Above filing price |
| MORN MORNINGSTAR INC | $164.67 | $198.93 | +20.81% | Above filing price |
| V Visa Inc | $299.54 | $365.67 | +22.08% | Above filing price |
| HWM HOWMET AEROSPACE INC | $222.99 | $286.34 | +28.41% | Above filing price |
| MSFT Microsoft Corp | $358.96 | $487.65 | +35.85% | Above filing price |
| GOOGL Alphabet Inc | $273.50 | $373.51 | +36.57% | Above filing price |
| AMZN Amazon.com Inc | $200.95 | $284.02 | +41.34% | Above filing price |
| SE SEA LTD-ADR | $78.31 | $111.15 | +41.94% | Above filing price |
| CORZ CORE SCIENTIFIC INC | $13.91 | $22.83 | +64.13% | Above filing price |
| INTC INTEL CORP | $41.19 | $91.00 | +120.93% | Above filing price |
Approx. 82 days since 13F filing (45-day disclosure lag).