MITCHELL CAPITAL MANAGEMENT CO - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, MITCHELL CAPITAL MANAGEMENT CO held in its portfolio 113 assets valued at $559,366,545 (i.e. $559.37M).
The most valuable assets in the portfolio included: Nvidia Corp ($49.09M), Microsoft Corp ($34.78M), and Alphabet Inc CL C ($30.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 113 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MITCHELL CAPITAL MANAGEMENT CO - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Nvidia Corp | 263218 | 49090076 | COM |
| Microsoft Corp | 71917 | 34780381 | COM |
| Alphabet Inc CL C | 98769 | 30993558 | COM |
| Apple Inc | 112922 | 30699110 | COM |
| Broadcom LTD | 66799 | 23119183 | COM |
| Amazon.com Inc | 85120 | 19647398 | COM |
| JP Morgan Chase | 60303 | 19430833 | COM |
| Meta Platforms Inc. | 25987 | 17153759 | COM |
| Berkshire Hathaway | 25633 | 12884427 | COM |
| Wal-Mart Stores | 100413 | 11186975 | COM |
| Eli Lilly & Co | 9983 | 10728231 | COM |
| Visa Inc | 28920 | 10142374 | COM |
| Goldman Sachs Group, Inc. | 11040 | 9704160 | COM |
| Taiwan Semiconductor Mfg | 28810 | 8755071 | COM |
| Mastercard Inc-Cl A | 15176 | 8663675 | COM |
| Palantir Technologies Inc-A | 45290 | 8050298 | COM |
| HCA Healthcare Inc. | 16262 | 7592077 | COM |
| Intl Business Machines Corp | 22406 | 6636881 | COM |
| Arista Networks Inc. | 48918 | 6409726 | COM |
| Amphenol Corp CL A | 46140 | 6235360 | COM |
| Celestica Inc. | 20467 | 6050250 | COM |
| Advanced Micro Devices | 27244 | 5834575 | COM |
| Emcor Group Inc | 9530 | 5830359 | COM |
| O'Reilly Automotive | 62541 | 5704365 | COM |
| Dell Technologies Inc. | 44794 | 5638669 | COM |
| Celsius Holdings Inc. | 120850 | 5527679 | COM |
| Home Depot | 15848 | 5453297 | COM |
| iShares Core S&P 500 Index ETF | 7941 | 5439109 | COM |
| Costco Wholesale | 6231 | 5373600 | COM |
| Crowdstrike Holdings Inc. | 11137 | 5220580 | COM |
| Vertiv Holdings Co A | 31050 | 5030411 | COM |
| Monolithic Power Sys | 5547 | 5027579 | COM |
| Robinhood Markets Inc | 44007 | 4977192 | COM |
| SS&C Technologies Holdings | 55659 | 4865710 | COM |
| D.R. Horton Inc. | 31591 | 4550052 | COM |
| Elevance Health Inc | 12916 | 4527704 | COM |
| Kroger Co | 72272 | 4515555 | COM |
| GE Vernova Inc | 6850 | 4476955 | COM |
| Martin Marietta | 7167 | 4462604 | COM |
| UBS AG-Reg | 95518 | 4423439 | COM |
| Conoco Phillips | 45913 | 4297916 | COM |
| Waste Management | 19323 | 4245521 | COM |
| Toll Brothers Inc | 31373 | 4242257 | COM |
| Constellation Energy Corp | 11580 | 4090867 | COM |
| Vistra Corp | 25280 | 4078422 | COM |
| AppLovin Corporation | 5956 | 4013272 | COM |
| Zscaler Inc. | 17296 | 3890216 | COM |
| United Rentals Inc. | 4647 | 3760910 | COM |
| CRH Public Limited | 30114 | 3758227 | COM |
| Zurich Insurance Group-ADR | 98383 | 3741505 | COM |
| Embraer SA ADR | 53327 | 3432659 | COM |
| Medpace Holdings Inc | 6024 | 3383380 | COM |
| Amer Sports Inc | 86320 | 3224052 | COM |
| Oracle Corp | 16181 | 3153839 | COM |
| Brinker Intl | 21015 | 3016073 | COM |
| Sea Ltd ADR | 22795 | 2907958 | COM |
| Intuitive Surgical Inc | 5106 | 2891834 | COM |
| The Ensign Group Inc | 16492 | 2872906 | COM |
| Shell PLC ADR | 38433 | 2824057 | COM |
| Schneider Electric | 50505 | 2774467 | COM |
| Williams Cos Inc | 45943 | 2761634 | COM |
| Exxon Mobil Corp | 22874 | 2752657 | COM |
| Netflix | 28753 | 2695881 | COM |
| Airbus SE - Unsp ADR | 46239 | 2678163 | COM |
| Spotify Technology SA | 4501 | 2613776 | COM |
| Mercadolibre | 1262 | 2541996 | COM |
| Credo Technology Group Holding | 17385 | 2501528 | COM |
| Schwab U S Large Cap ETF | 90851 | 2444812 | COM |
| United Overseas Bank | 43004 | 2341138 | COM |
| Addus HomeCare Corporation | 21319 | 2289447 | COM |
| Uber Technologies Inc. | 25998 | 2124297 | COM |
| Linde PLC | 4730 | 2016825 | COM |
| Super Micro Computer Inc. | 61812 | 1809237 | COM |
| LVMH Moey Hennessy-Unsp ADR | 10365 | 1563146 | COM |
| Raytheon Tech Corp | 8138 | 1492509 | COM |
| Nebius Group NV | 17547 | 1468772 | COM |
| Innovator S&P 500 Power Buffer | 31030 | 1359010 | COM |
| Vanguard FTSE Developed Market | 21029 | 1313682 | COM |
| Vanguard Mid-Cap ETF | 3768 | 1093549 | COM |
| iShares Core MSCI EAFE ETF | 11271 | 1008304 | COM |
| iShares Core S&P U.S. Growth E | 5078 | 852799 | COM |
| Alphabet Inc CL A | 2530 | 791952 | COM |
| iShares Core Intl Stock ETF | 7865 | 665694 | COM |
| iShares Core S&P U.S. Value ET | 5828 | 597603 | COM |
| Thermo Fisher Scientific Inc | 1000 | 579450 | COM |
| Cisco Systems Inc | 7382 | 568635 | COM |
| iShares Core S&P Mid Cap ETF | 8254 | 544764 | COM |
| Vanguard Large-Cap ETF | 1604 | 504939 | COM |
| Automatic Data Processing | 1830 | 470731 | COM |
| Capital One Financial Corp | 1769 | 428735 | COM |
| LAM Research Corp | 2393 | 409634 | COM |
| iShares Core MSCI Emerging | 5934 | 398883 | COM |
| Vanguard Mega Cap Growth ETF | 957 | 395021 | COM |
| Chevron Corp. | 2579 | 393065 | COM |
| Dimensional US Target Value | 6479 | 385760 | COM |
| iShares Core S&P SmallCap ETF | 3201 | 384696 | COM |
| Schwab U S Mid Cap ETF | 12431 | 373800 | COM |
| SPDR MSCI ACWI ETF | 10276 | 369114 | COM |
| Mettler-Toledo Int'l | 262 | 365278 | COM |
| Nextera Energy Inc | 4400 | 353232 | COM |
| McDonald's Corp | 1074 | 328247 | COM |
| Royal Bank of Canada | 1748 | 298017 | COM |
| Adobe Inc | 829 | 290142 | COM |
| Procter & Gamble Co | 1950 | 279455 | COM |
| KLA Corporation | 224 | 272178 | COM |
| SPDR Portfolio Emerging Market | 5195 | 243178 | COM |
| Amgen Inc | 712 | 233045 | COM |
| Schwab U S Small Cap ETF | 7925 | 225704 | COM |
| PNC Financial Services Group | 1039 | 216870 | COM |
| Blackrock Inc | 202 | 216209 | COM |
| Johnson & Johnson | 1033 | 213779 | COM |
| Novartis AG ADR | 1498 | 206529 | COM |
| Duke Energy Corp | 1753 | 205469 | COM |
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