Stock Taper 
MITCHELL CAPITAL MANAGEMENT CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Toll Brothers, Inc. | TOL | 32.03K | $5.28M |
 CRH plc | CRH | 31.57K | $3.38M |
 Shell plc | SHEL | 31.03K | $2.41M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 29.64K | $14.15M |
 Vertiv Holdings Co | VRT | 28.86K | $9.66M |
 Advanced Micro Devices, Inc. | AMD | 28.54K | $16.58M |
 Arista Networks, Inc. | ANET | 26.71K | $4.54M |
 Target Corporation | TGT | 26.02K | $3.4M |
 AAON, Inc. | AAON | 23.9K | $3.03M |
 Corning Inc | GLW | 23.88K | $6.1M |
 Johnson & Johnson | JNJ | 22.43K | $5.7M |
 Modine Manufacturing Company | MOD | 21.76K | $5.81M |
 Viking Holdings Ltd | VIK | 21.73K | $2.27M |
 Cameco Corporation | CCJ | 21.42K | $2.18M |
 Booking Holdings Inc. | BKNG | 20.7K | $3.69M |
 Berkshire Hathaway Inc. | BRK-B | 19.91K | $9.96M |
 Visa Inc. | V | 19.77K | $6.78M |
 Nebius Group N.V. | NBIS | 19.18K | $5.3M |
 Teradyne, Inc. | TER | 17.38K | $8.41M |
 Celestica Inc. | CLS | 17.28K | $6.3M |