0 Kensico Capital Management just filed its Q2 2026 13F. š Managed by Michael Lowenstein Ā· $5.8B across 25 holdings š¢ Bought: $TSM, $MCK, $INTC, $TOST +7 more š“ Sold: $APP, $UBER, $V, $FICO +6 more 1 comment Ā· 18h ago Ā· by fundfollower.bsky.social #$app#$fico#$intc
0 Valley Forge Capital Management just filed its Q2 2026 13F. š Managed by Dev Kantesaria Ā· $3.1B across 7 holdings š“ Sold: $MA, $SPGI, $V, $FICO 1 comment Ā· 18h ago Ā· by fundfollower.bsky.social #$fico#$ma#$spgi
