Position in TOST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,175,636
New position
Shares Held
1,659,800
first reported quarter
Ownership
0.287%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#50
of 764 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KENSICO CAPITAL MANAGEMENT CORP holds $196,651,904 across 2 Software - Infrastructure names. TOST ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
403,400 | $150,476,268 | |
| 2 | TOST |
Toast, Inc.
This page
|
1,659,800 | $46,175,636 |
All Filings in TOST
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,175,636 | 1,659,800 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||