CIM, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMG | 427K | $15.81M |
 | MNST | 302K | $23.16M |
 | NVDA | 270K | $50.40M |
 | CPRT | 222K | $8.70M |
 | NVO | 216K | $10.99M |
 | TSCO | 199K | $9.96M |
 | ANET | 195K | $25.53M |
 | GOOGL | 128K | $40.13M |
 | AMZN | 96K | $22.25M |
 | ADMA | 94K | $1.72M |
 | HMY | 90K | $1.79M |
 | PGR | 89K | $20.23M |
 | CTAS | 80K | $15.06M |
 | AAPL | 73K | $19.90M |
 | CWAN | 69K | $1.66M |
 | YOU | 62K | $2.18M |
 | HOOD | 60K | $6.77M |
 | GFI | 60K | $2.61M |
 | FAST | 53K | $2.11M |
 | UBS | 50K | $2.31M |
Chipotle Mexican Grill, Inc.
CMG
Shares Held
427K
Value
$15.81M
Monster Beverage Corporation
MNST
Shares Held
302K
Value
$23.16M
NVIDIA Corporation
NVDA
Shares Held
270K
Value
$50.40M
Copart, Inc.
CPRT
Shares Held
222K
Value
$8.70M
Novo Nordisk A/S
NVO
Shares Held
216K
Value
$10.99M
Tractor Supply Company
TSCO
Shares Held
199K
Value
$9.96M
Arista Networks, Inc.
ANET
Shares Held
195K
Value
$25.53M
Alphabet Inc.
GOOGL
Shares Held
128K
Value
$40.13M
Amazon.com, Inc.
AMZN
Shares Held
96K
Value
$22.25M
ADMA Biologics, Inc.
ADMA
Shares Held
94K
Value
$1.72M
Harmony Gold Mining Company Limited
HMY
Shares Held
90K
Value
$1.79M
The Progressive Corporation
PGR
Shares Held
89K
Value
$20.23M
Cintas Corporation
CTAS
Shares Held
80K
Value
$15.06M
Apple Inc.
AAPL
Shares Held
73K
Value
$19.90M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
69K
Value
$1.66M
Clear Secure, Inc.
YOU
Shares Held
62K
Value
$2.18M
Robinhood Markets, Inc.
HOOD
Shares Held
60K
Value
$6.77M
Gold Fields Limited
GFI
Shares Held
60K
Value
$2.61M
Fastenal Company
FAST
Shares Held
53K
Value
$2.11M
UBS Group AG
UBS
Shares Held
50K
Value
$2.31M