· by fundfollower.bsky.social ·19h ago · view on bsky.app ↗

Kensico Capital Management just filed its Q2 2026 13F. 🐋 Managed by Michael Lowenstein · $5.8B across 25 holdings 🟢 Bought: $TSM, $MCK, $INTC, $TOST +7 more 🔴 Sold: $APP, $UBER, $V, $FICO +6 more

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Kensico Capital Management 13F

#$app #$fico #$intc #$mck #$tost #$tsm #$uber #$v

1 comments — live from bluesky

fundfollower.bsky.social · 0 · 19h ago

The full updated portfolio 👇 https://fundfollower.xyz/institution/kensico-capital-management 13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.