Universe · entity
MITCHELL CAPITAL MANAGEMENT CO
Institutional manager (13F) · CIK 1080351
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $449M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Nvidia Corp | $47M | 267,904 |
| 2 | Alphabet Inc CL C | $29M | 100,244 |
| 3 | Apple Inc | $29M | 112,616 |
| 4 | Microsoft Corp | $26M | 69,277 |
| 5 | Broadcom LTD | $21M | 67,837 |
| 6 | JP Morgan Chase | $18M | 61,094 |
| 7 | Amazon.com Inc | $18M | 86,214 |
| 8 | Meta Platforms Inc. | $15M | 26,199 |
| 9 | Wal-Mart Stores | $13M | 106,418 |
| 10 | Berkshire Hathaway | $13M | 27,486 |
| 11 | Taiwan Semiconductor Mfg | $10M | 29,865 |
| 12 | Eli Lilly & Co | $9M | 10,030 |
| 13 | Exxon Mobil Corp | $9M | 52,574 |
| 14 | Visa Inc | $9M | 28,704 |
| 15 | Emcor Group Inc | $7M | 9,817 |
| 16 | Vertiv Holdings Co A | $7M | 28,834 |
| 17 | Conoco Phillips | $7M | 49,687 |
| 18 | Caterpillar Inc | $6M | 9,150 |
| 19 | Costco Wholesale | $6M | 6,453 |
| 20 | Western Digital Corp | $6M | 23,452 |
| 21 | GE Vernova Inc | $6M | 7,078 |
| 22 | Arista Networks Inc. | $6M | 49,744 |
| 23 | Amphenol Corp CL A | $6M | 47,563 |
| 24 | Comfort Systems USA Inc | $6M | 4,329 |
| 25 | Monolithic Power Sys | $6M | 5,385 |
| 26 | Advanced Micro Devices | $6M | 28,176 |
| 27 | Johnson & Johnson | $6M | 22,865 |
| 28 | Home Depot | $5M | 16,349 |
| 29 | Micron Technology Inc | $5M | 15,751 |
| 30 | Goldman Sachs Group, Inc. | $5M | 6,005 |
| 31 | iShares Core S&P 500 Index ETF | $5M | 7,732 |
| 32 | Lumentum Holdings Inc. | $5M | 7,130 |
| 33 | Teradyne Inc | $5M | 16,732 |
| 34 | Corning Inc | $5M | 36,352 |
| 35 | HCA Healthcare Inc. | $5M | 10,140 |
| 36 | Celestica Inc. | $5M | 16,803 |
| 37 | Toll Brothers Inc | $4M | 32,526 |
| 38 | Palantir Technologies Inc-A | $4M | 30,244 |
| 39 | Waste Management | $4M | 18,922 |
| 40 | Martin Marietta | $4M | 7,341 |
| 41 | Robinhood Markets Inc | $4M | 60,628 |
| 42 | Vistra Corp | $4M | 26,681 |
| 43 | Sandisk Corp | $4M | 6,289 |
| 44 | D.R. Horton Inc. | $4M | 28,954 |
| 45 | Bloom Energy Corp | $4M | 29,310 |
| 46 | Mastercard Inc-Cl A | $4M | 7,816 |
| 47 | Evercore Inc - A | $4M | 12,947 |
| 48 | ASML Holding ADR | $4M | 2,907 |
| 49 | Shell PLC ADR | $4M | 40,875 |
| 50 | AppLovin Corporation | $4M | 9,521 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.