
1623 CAPITAL LLC
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | SCHW | 182K | $13.43M |
![]() | TTD | 87K | $8.50M |
![]() | AMZN | 69K | $13.28M |
![]() | DG | 63K | $8.33M |
![]() | AAPL | 63K | $13.16M |
![]() | BR | 62K | $12.14M |
![]() | V | 58K | $15.21M |
![]() | PAYC | 41K | $5.85M |
![]() | VEEV | 32K | $5.82M |
![]() | ZTS | 29K | $4.99M |
![]() | ADBE | 25K | $13.62M |
![]() | CSL | 23K | $9.32M |
![]() | MA | 19K | $8.54M |
![]() | POOL | 16K | $5.00M |
![]() | NOW | 15K | $11.88M |
![]() | ASML | 7K | $7.62M |
![]() | MCO | 2K | $926.05K |
![]() | SMCI | 2K | $1.46M |
![]() | NVR | 1K | $9.62M |

The Charles Schwab Corporation
SCHW
Shares Held
182K
Value
$13.43M

The Trade Desk, Inc.
TTD
Shares Held
87K
Value
$8.50M

Amazon.com, Inc.
AMZN
Shares Held
69K
Value
$13.28M

Dollar General Corporation
DG
Shares Held
63K
Value
$8.33M

Apple Inc.
AAPL
Shares Held
63K
Value
$13.16M

Broadridge Financial Solutions, Inc.
BR
Shares Held
62K
Value
$12.14M

Visa Inc.
V
Shares Held
58K
Value
$15.21M

Paycom Software, Inc.
PAYC
Shares Held
41K
Value
$5.85M

Veeva Systems Inc.
VEEV
Shares Held
32K
Value
$5.82M

Zoetis Inc.
ZTS
Shares Held
29K
Value
$4.99M

Adobe Inc.
ADBE
Shares Held
25K
Value
$13.62M

Carlisle Companies Incorporated
CSL
Shares Held
23K
Value
$9.32M

Mastercard Incorporated
MA
Shares Held
19K
Value
$8.54M

Pool Corporation
POOL
Shares Held
16K
Value
$5.00M

ServiceNow, Inc.
NOW
Shares Held
15K
Value
$11.88M

ASML Holding N.V.
ASML
Shares Held
7K
Value
$7.62M

Moody's Corporation
MCO
Shares Held
2K
Value
$926.05K

Super Micro Computer, Inc.
SMCI
Shares Held
2K
Value
$1.46M

NVR, Inc.
NVR
Shares Held
1K
Value
$9.62M
