CHURCHILL MANAGEMENT CORP
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRWD | 55K | $28.23M |
 | DASH | 52K | $12.74M |
 | TTWO | 51K | $12.40M |
 | WAY | 49K | $2.02M |
 | V | 47K | $16.67M |
 | GEV | 47K | $24.78M |
 | CAVA | 45K | $3.82M |
 | ADI | 45K | $10.66M |
 | GLW | 43K | $2.24M |
 | META | 40K | $29.25M |
 | BRK-B | 39K | $18.79M |
 | NFLX | 38K | $50.98M |
 | GWRE | 36K | $8.51M |
 | ATGE | 35K | $4.47M |
 | QCOM | 35K | $5.54M |
 | MMC | 31K | $6.70M |
 | WMT | 31K | $3.00M |
 | TOST | 30K | $1.32M |
 | COIN | 27K | $9.40M |
 | FFIV | 26K | $7.76M |
CrowdStrike Holdings, Inc.
CRWD
Shares Held
55K
Value
$28.23M
DoorDash, Inc.
DASH
Shares Held
52K
Value
$12.74M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
51K
Value
$12.40M
Waystar Holding Corp.
WAY
Shares Held
49K
Value
$2.02M
Visa Inc.
V
Shares Held
47K
Value
$16.67M
GE Vernova Inc.
GEV
Shares Held
47K
Value
$24.78M
CAVA Group, Inc.
CAVA
Shares Held
45K
Value
$3.82M
Analog Devices, Inc.
ADI
Shares Held
45K
Value
$10.66M
Corning Incorporated
GLW
Shares Held
43K
Value
$2.24M
Meta Platforms, Inc.
META
Shares Held
40K
Value
$29.25M
Berkshire Hathaway Inc.
BRK-B
Shares Held
39K
Value
$18.79M
Netflix, Inc.
NFLX
Shares Held
38K
Value
$50.98M
Guidewire Software, Inc.
GWRE
Shares Held
36K
Value
$8.51M
Adtalem Global Education Inc.
ATGE
Shares Held
35K
Value
$4.47M
QUALCOMM Incorporated
QCOM
Shares Held
35K
Value
$5.54M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
31K
Value
$6.70M
Walmart Inc.
WMT
Shares Held
31K
Value
$3.00M
Toast, Inc.
TOST
Shares Held
30K
Value
$1.32M
Coinbase Global, Inc.
COIN
Shares Held
27K
Value
$9.40M
F5, Inc.
FFIV
Shares Held
26K
Value
$7.76M