MITCHELL CAPITAL MANAGEMENT CO 13F Holdings

CIK 0001080351 · LEAWOOD, KS

As of Sep 30, 2025, MITCHELL CAPITAL MANAGEMENT CO reported 126 positions worth $584.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology290,512$54.2M9.28%
MICROSOFT CORPMSFTTechnology74,867$38.8M6.64%
APPLE INCAAPLTechnology121,554$31.0M5.30%
ALPHABET INCGOOGEquity102,186$24.9M4.26%
BROADCOM LTD SHSAVGOTechnology69,728$23.0M3.94%
Meta Platforms, Inc.META—26,423 9.4M3.32%
AMAZON.COM INCAMZNEquity88,368 9.4M3.32%
J P MORGAN CHASE & COJPMFinancial Services60,860 9.2M3.29%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services22,669 1.4M1.95%
VISA INC CLASS AVFinancial Services30,796 0.5M1.80%
WALMART INCWMTConsumer Defensive94,088$9.7M1.66%
GOLDMAN SACHS GROUP INCGSFinancial Services11,011$8.8M1.50%
MASTERCARD INCMAFinancial Services15,154$8.6M1.48%
CROWDSTRIKE HOLDINGS INCCRWDTechnology17,392$8.5M1.46%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology29,557$8.3M1.41%
PALANTIR TECHNOLOGIES INCPLTRTechnology45,022$8.2M1.41%
ARISTA NETWORKS INCANETTechnology51,755$7.5M1.29%
NETFLIX INC COMNFLXCommunication Services5,898$7.1M1.21%
HCA HOLDINGS INC COMHCAHealthcare16,534$7.0M1.21%
O REILLY AUTOMOTIVE INC NEWORLYConsumer Cyclical63,902$6.9M1.18%
Vertiv Hldgs CoVRTIndustrials44,715$6.7M1.15%
MARTIN MARIETTA MATERIALS INCMLMBasic Materials10,623$6.7M1.15%
DELL TECHNOLOGIES INCDELLTechnology47,133$6.7M1.14%
EMCOR GROUP INC COMEMEIndustrials10,251$6.7M1.14%
HOME DEPOT INCHDConsumer Cyclical15,801$6.4M1.10%