Stock Taper 
MITCHELL CAPITAL MANAGEMENT CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 7.11K | $8.35M |
 Martin Marietta Materials, Inc. | MLM | 6.64K | $3.83M |
 Costco Wholesale Corporation | COST | 6.36K | $5.95M |
 The Goldman Sachs Group, Inc. | GS | 5.96K | $6.02M |
 CrowdStrike Holdings, Inc. | CRWD | 5.49K | $4.19M |
 Comfort Systems USA, Inc. | FIX | 4.41K | $8.73M |
 Monolithic Power Systems, Inc. | MPWR | 3.96K | $5.48M |
 Sandisk Corporation | SNDK | 3.4K | $7.73M |
 Vistra Corp. | VST | 3.34K | $529.35K |
 ASML Holding N.V. | ASML | 2.96K | $5.9M |
 United Rentals, Inc. | URI | 2.95K | $3.34M |
 Fabrinet | FN | 2.72K | $1.53M |
 Alphabet Inc. | GOOGL | 2.54K | $908.15K |
 Lam Research Corporation | LRCX | 2.39K | $1.04M |
 Chevron Corporation | CVX | 2.26K | $374.62K |
 KLA Corporation | KLAC | 2.24K | $675.83K |
 Palantir Technologies Inc. | PLTR | 1.88K | $219.69K |
 Capital One Financial Corporation | COF | 1.77K | $354.9K |
 Royal Bank of Canada | RY | 1.75K | $361.78K |
 Automatic Data Processing, Inc. | ADP | 1.6K | $358.32K |