CIM, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVO | 375K | $13.77M |
 | CMG | 267K | $8.54M |
 | MNST | 266K | $19.28M |
 | NVDA | 232K | $40.46M |
 | ANET | 172K | $21.15M |
 | CTAS | 103K | $17.45M |
 | GOOGL | 98K | $28.20M |
 | AMZN | 90K | $18.70M |
 | HMY | 89K | $1.36M |
 | PGR | 86K | $17.11M |
 | AAPL | 69K | $17.55M |
CLEARWATER ANALYTICS HLDGS I | CWAN | 69K | $1.62M |
 | GFI | 60K | $2.74M |
 | YOU | 59K | $2.88M |
 | FAST | 53K | $2.44M |
 | UBS | 50K | $1.96M |
 | NYT | 47K | $3.91M |
 | BRK-B | 45K | $21.46M |
 | IBKR | 41K | $2.78M |
 | TOST | 41K | $1.09M |
Novo Nordisk A/S
NVO
Shares Held
375K
Value
$13.77M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
267K
Value
$8.54M
Monster Beverage Corporation
MNST
Shares Held
266K
Value
$19.28M
NVIDIA Corporation
NVDA
Shares Held
232K
Value
$40.46M
Arista Networks, Inc.
ANET
Shares Held
172K
Value
$21.15M
Cintas Corporation
CTAS
Shares Held
103K
Value
$17.45M
Alphabet Inc.
GOOGL
Shares Held
98K
Value
$28.20M
Amazon.com, Inc.
AMZN
Shares Held
90K
Value
$18.70M
Harmony Gold Mining Company Limited
HMY
Shares Held
89K
Value
$1.36M
The Progressive Corporation
PGR
Shares Held
86K
Value
$17.11M
Apple Inc.
AAPL
Shares Held
69K
Value
$17.55M
CLEARWATER ANALYTICS HLDGS I
CWAN
Shares Held
69K
Value
$1.62M
Gold Fields Limited
GFI
Shares Held
60K
Value
$2.74M
Clear Secure, Inc.
YOU
Shares Held
59K
Value
$2.88M
Fastenal Company
FAST
Shares Held
53K
Value
$2.44M
UBS Group AG
UBS
Shares Held
50K
Value
$1.96M
The New York Times Company
NYT
Shares Held
47K
Value
$3.91M
Berkshire Hathaway Inc.
BRK-B
Shares Held
45K
Value
$21.46M
Interactive Brokers Group, Inc.
IBKR
Shares Held
41K
Value
$2.78M
Toast, Inc.
TOST
Shares Held
41K
Value
$1.09M