STANLEY CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BE | 117K | $9.89M |
 | ACM | 116K | $15.19M |
 | ORCL | 113K | $31.72M |
 | AMAT | 108K | $22.07M |
 | EXPE | 102K | $21.72M |
 | CPAY | 80K | $22.98M |
 | GOOGL | 69K | $16.73M |
 | ELV | 59K | $18.91M |
 | AXP | 49K | $16.22M |
 | IQV | 46K | $8.72M |
 | FANG | 44K | $6.30M |
 | META | 42K | $30.77M |
 | MCK | 30K | $23.25M |
 | GOOG | 25K | $6.08M |
 | ULTA | 24K | $12.97M |
 | MCO | 16K | $7.51M |
 | MSFT | 15K | $7.61M |
 | ASML | 10K | $9.68M |
Bloom Energy Corporation
BE
Shares Held
117K
Value
$9.89M
Aecom
ACM
Shares Held
116K
Value
$15.19M
Oracle Corporation
ORCL
Shares Held
113K
Value
$31.72M
Applied Materials, Inc.
AMAT
Shares Held
108K
Value
$22.07M
Expedia Group, Inc.
EXPE
Shares Held
102K
Value
$21.72M
Corpay, Inc.
CPAY
Shares Held
80K
Value
$22.98M
Alphabet Inc.
GOOGL
Shares Held
69K
Value
$16.73M
Elevance Health Inc.
ELV
Shares Held
59K
Value
$18.91M
American Express Company
AXP
Shares Held
49K
Value
$16.22M
IQVIA Holdings Inc.
IQV
Shares Held
46K
Value
$8.72M
Diamondback Energy, Inc.
FANG
Shares Held
44K
Value
$6.30M
Meta Platforms, Inc.
META
Shares Held
42K
Value
$30.77M
McKesson Corporation
MCK
Shares Held
30K
Value
$23.25M
Alphabet Inc.
GOOG
Shares Held
25K
Value
$6.08M
Ulta Beauty, Inc.
ULTA
Shares Held
24K
Value
$12.97M
Moody's Corporation
MCO
Shares Held
16K
Value
$7.51M
Microsoft Corporation
MSFT
Shares Held
15K
Value
$7.61M
ASML Holding N.V.
ASML
Shares Held
10K
Value
$9.68M