Mitchell Capital Management Co Holdings & Portfolio - 13F Filings Analysis - Stocknear

Mitchell Capital Management Co

CIK Number: 0001080351

534.91M
Market Value
107
# of Holdings
14 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 25, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
188.89
+0.88% 289.82K -13.42% 49.97M 10.07 9.34% Share
2 MSFT Microsoft Corpo...
515.74
-0.76% 71.08K -12.91% 36.26M 169.07 6.78% Share
3 AAPL Apple Inc.
257.13
+0.66% 138.18K -13.1% 29.18M 77.79 5.46% Share
4 AVGO Broadcom Inc.
338.18
+1.44% 83.01K -7.91% 23.52M 38.26 4.40% Share
5 AMZN Amazon.com, Inc...
222.41
+0.81% 87.9K -29.92% 19.88M 93.06 3.72% Share
6 META Meta Platforms,...
727.05
+1.35% 26.31K -7.35% 18.53M 392.55 3.46% Share
7 GOOG Alphabet Inc.
246.43
+0.36% 96.97K -29.53% 18.03M 75.61 3.37% Share
8 JPM JPMorgan Chase ...
307.56
-1.01% 58.41K -12.1% 17.01M 140.89 3.18% Share
9 V Visa Inc.
346.01
-0.52% 31.04K -10.06% 10.84M 173.63 2.03% Share
10 BRK-B Berkshire Hatha...
495.96
-0.45% 21.35K -35.57% 10.12M 300.26 1.89% Share
11 EME EMCOR Group, In...
660.98
+0.93% 16.5K +67.48% 9.33M 308.65 1.74% Share
12 CRWD CrowdStrike Hol...
496.80
-0.63% 17.65K -10.66% 8.4M 304.87 1.57% Share
13 VST Vistra Corp.
202.63
+0.56% 42.84K -10.66% 8.27M 23.3 1.55% Share
14 ANET Arista Networks...
144.47
-3.22% 73.08K -8.75% 8.17M 110.53 1.53% Share
15 MA Mastercard Inco...
577.42
+0.64% 14.75K -11.55% 8.15M 388.71 1.52% Share
16 NOW ServiceNow, Inc...
910.13
-0.25% 8.1K +31.65% 7.8M 837.85 1.46% Share
17 GS The Goldman Sac...
779.62
-0.75% 10.42K +30.84% 7.38M 584.35 1.38% Share
18 TSM Taiwan Semicond...
288.13
-0.12% 29.35K -16.91% 7.06M 109.28 1.32% Share
19 WMT Walmart Inc.
101.71
-0.25% 73.68K -7.14% 7M 40.6 1.31% Share
20 PLTR Palantir Techno...
187.05
+1.14% 44.6K -13.15% 6.85M 84.4 1.28% Share
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