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Gurus
Growth At A Reasonable Price
KENSICO CAPITAL MANAGEMENT CORP (Data extracted from 13F, 13D, 13G and Form 4)

KENSICO CAPITAL MANAGEMENT CORP

AUM: $3.72 B

13-F Portfolio Value: $6.49 B

Last 13-F Filed: Q3 2025

Concentration in top 10: 84.51%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
ISRG	INTUITIVE SURGICAL INC				-94,740	Exited		13F