MITCHELL CAPITAL MANAGEMENT CO: 13F holdings
CIK 10803512026Q2
| Positions | 117 |
|---|
| Reported value | $657.5m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 117 (+4 vs prior quarter) |
|---|
| Reported value | $657.5m (+20.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA Nvidia Corp | 271,289 | $54.3m | 8.3% |
| GOOG Alphabet Inc CL C | 105,099 | $37.1m | 5.6% |
| AAPL Apple Inc | 110,818 | $32.1m | 4.9% |
| MSFT Microsoft Corp | 71,489 | $26.7m | 4.1% |
| AVGO Broadcom LTD | 67,863 | $25.6m | 3.9% |
| AMZN Amazon.com Inc | 83,878 | $20.0m | 3.0% |
| JPM JP Morgan Chase | 59,730 | $19.6m | 3.0% |
| MU Micron Technology Inc | 15,821 | $18.3m | 2.8% |
| AMD Advanced Micro Devices | 28,543 | $16.6m | 2.5% |
| TSM Taiwan Semiconductor Mfg | 29,635 | $14.2m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1080351")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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