GINO LABRUZZO
@Kensico Capital Management Corp
Latest period2024 - Q3ReportedManaged Assets$3.764BTotal holdings26
Assets growth rate17.18%Assets growth rate (2-Q avg)11.44%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Kensico Capital Management Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 26 positions.
Assets under management
The assets under management (AUM) of Kensico Capital Management Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.764B in assets, with a quarterly growth rate of 17.18% and a 2-quarter average growth rate of 11.44%. The portfolio is managed by GINO LABRUZZO, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
FWONKLiberty Media Corp Del
| 0.88% | $32.908M 425,000 shares@ $77.43 avg price | Increased 32.4% |
CORZCore Scientific Inc New
| 0.35% | $13.046M 1.1M shares@ $11.86 avg price | New Position |
NPWRNet Power Inc
| 0.33% | $12.413M 1.771M shares@ $7.01 avg price | Decreased -0.42% |
MEDPMedpace Hldgs Inc
| 0.24% | $9.013M 27,000 shares@ $333.8 avg price | New Position |
LOARLoar Holdings Inc
| 0.04% | $1.447M 19,400 shares@ $74.59 avg price | |
NPWR⤦Net Power Inc
| 0.02% | $609,348 525,300 shares@ $1.16 avg price | Decreased -1.82% |