Kensico Capital Management’s MSD Acquisition Corp. Class A Ordinary Shares MSDA Stock Holding History

Kensico Capital Management’s Portfolio MSDA Stock Details MSDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,139,500	Closed	-$21.6M	–	38
2022 Q4	$21.6M	Hold	2,139,500	–	–	1.03%	23
2022 Q3	$21.2M	Hold	2,139,500	–	–	1.1%	21
2022 Q2	$21M	Hold	2,139,500	–	–	0.94%	24
2022 Q1	$21M	Hold	2,139,500	–	–	0.85%	19
2021 Q4	$21.2M	Buy	2,139,500 +139,500	+7%	+$1.38M	0.63%	24
2021 Q3	$19.4M	Buy	+2,000,000	New	+$19.6M	0.6%	22

Other funds holding MSDA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Kensico Capital Management's MSDA Position: Q1 2023 in Review

Kensico Capital Management sold out of MSD Acquisition Corp. Class A Ordinary Shares (MSDA) in Q1 2023, closing a stake of 2,139,500 shares — an estimated $21.6M sold.

Kensico Capital Management first reported a position in MSDA in Q3 2021 and held it in 6 quarters. The position peaked at $21.6M in Q4 2022. 1 fund tracked by Wall St. Rank holds MSDA as of Q1 2023.

Kensico Capital Management reported no remaining MSD Acquisition Corp. Class A Ordinary Shares position as of Q1 2023 after selling out during the quarter.
Kensico Capital Management sold 2,139,500 MSD Acquisition Corp. Class A Ordinary Shares shares in Q1 2023, an estimated $21.6M.
Kensico Capital Management first reported a position in MSD Acquisition Corp. Class A Ordinary Shares in Q3 2021 and held it in 6 quarters.
Kensico Capital Management's MSD Acquisition Corp. Class A Ordinary Shares position peaked at $21.6M in Q4 2022.
1 fund tracked by Wall St. Rank held MSD Acquisition Corp. Class A Ordinary Shares as of Q1 2023.

Based on Kensico Capital Management's 13F filing for Q1 2023, filed 15 May 2023.