KEEL POINT, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KLAC | 754 | $675.50K |
 | MCO | 694 | $348.11K |
 | CMI | 693 | $226.82K |
 | COIN | 627 | $219.76K |
 | AXON | 614 | $508.36K |
 | IDXX | 613 | $328.78K |
 | MSCI | 604 | $348.18K |
 | MSTR | 584 | $236.07K |
 | IT | 583 | $235.66K |
 | SNPS | 566 | $290.18K |
 | DUOL | 536 | $219.77K |
 | SPOT | 379 | $290.82K |
 | EQIX | 329 | $261.71K |
 | MPWR | 290 | $212.11K |
 | TDG | 282 | $428.82K |
 | MTD | 209 | $245.52K |
 | FCNCA | 160 | $313.04K |
 | FICO | 120 | $219.35K |
 | AZO | 118 | $438.04K |
 | BRK-A | 13 | $9.47M |
KLA Corporation
KLAC
Shares Held
754
Value
$675.50K
Moody's Corporation
MCO
Shares Held
694
Value
$348.11K
Cummins Inc.
CMI
Shares Held
693
Value
$226.82K
Coinbase Global, Inc.
COIN
Shares Held
627
Value
$219.76K
Axon Enterprise, Inc.
AXON
Shares Held
614
Value
$508.36K
IDEXX Laboratories, Inc.
IDXX
Shares Held
613
Value
$328.78K
MSCI Inc.
MSCI
Shares Held
604
Value
$348.18K
MicroStrategy Incorporated
MSTR
Shares Held
584
Value
$236.07K
Gartner, Inc.
IT
Shares Held
583
Value
$235.66K
Synopsys, Inc.
SNPS
Shares Held
566
Value
$290.18K
Duolingo, Inc.
DUOL
Shares Held
536
Value
$219.77K
Spotify Technology S.A.
SPOT
Shares Held
379
Value
$290.82K
Equinix, Inc.
EQIX
Shares Held
329
Value
$261.71K
Monolithic Power Systems, Inc.
MPWR
Shares Held
290
Value
$212.11K
TransDigm Group Incorporated
TDG
Shares Held
282
Value
$428.82K
Mettler-Toledo International Inc.
MTD
Shares Held
209
Value
$245.52K
First Citizens BancShares, Inc.
FCNCA
Shares Held
160
Value
$313.04K
Fair Isaac Corporation
FICO
Shares Held
120
Value
$219.35K
AutoZone, Inc.
AZO
Shares Held
118
Value
$438.04K
Berkshire Hathaway Inc.
BRK-A
Shares Held
13
Value
$9.47M