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Disclosed positions
MITCHELL CAPITAL MANAGEMENT CO: source evidence dated 2026-07-31T03:59:59.999Z.
- Issuer
- Nvidia Corp
- Ticker
- NVDA
- Class
- COM
- Reported value
- $54,282,300
- Reported amount
- 271,289
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001080351-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| Nvidia Corp | NVDA | COM | $54,282,300 | 271,289 | SH | None |
| Alphabet Inc CL C | GOOG | COM | $37,134,549 | 105,099 | SH | None |
| Apple Inc | AAPL | COM | $32,066,269 | 110,818 | SH | None |
| Microsoft Corp | MSFT | COM | $26,666,930 | 71,489 | SH | None |
| Broadcom LTD | AVGO | COM | $25,635,144 | 67,863 | SH | None |
| Amazon.com Inc | AMZN | COM | $19,991,482 | 83,878 | SH | None |
| JP Morgan Chase | JPM | COM | $19,551,421 | 59,730 | SH | None |
| Micron Technology Inc | MU | COM | $18,262,022 | 15,821 | SH | None |
| Advanced Micro Devices | AMD | COM | $16,580,914 | 28,543 | SH | None |
| Taiwan Semiconductor Mfg | TSM | COM | $14,152,787 | 29,635 | SH | None |
| Eli Lilly & Co | LLY | COM | $12,019,230 | 10,021 | SH | None |
| Bloom Energy Corp | BE | COM | $11,773,819 | 38,896 | SH | None |
| Berkshire Hathaway | BRK.B | COM | $9,961,264 | 19,907 | SH | None |
| Vertiv Holdings Co A | VRT | COM | $9,662,905 | 28,860 | SH | None |
| Meta Platforms Inc. | META | COM | $9,470,595 | 16,813 | SH | None |
| Caterpillar Inc | CAT | COM | $9,439,274 | 8,864 | SH | None |
| Comfort Systems USA Inc | FIX | COM | $8,734,454 | 4,407 | SH | None |
| Teradyne Inc | TER | COM | $8,409,139 | 17,380 | SH | None |
| GE Vernova Inc | GEV | COM | $8,347,380 | 7,105 | SH | None |
| Emcor Group Inc | EME | COM | $8,176,808 | 9,853 | SH | None |
| Applied Materials Inc | AMAT | COM | $7,925,526 | 10,962 | SH | None |
| Sandisk Corp | SNDK | COM | $7,726,135 | 3,398 | SH | None |
| Western Digital Corp | WDC | COM | $7,649,311 | 11,976 | SH | None |
| Exxon Mobil Corp | XOM | COM | $7,128,171 | 52,137 | SH | None |
| BrightSpring Health Services I | BTSG | COM | $6,975,046 | 100,015 | SH | None |
| Visa Inc | V | COM | $6,782,465 | 19,769 | SH | None |
| Celestica Inc. | CLS | COM | $6,303,014 | 17,278 | SH | None |
| Lumentum Holdings Inc. | LITE | COM | $6,150,574 | 7,168 | SH | None |
| Corning Inc | GLW | COM | $6,099,668 | 23,880 | SH | None |
| Guardian Pharmacy Services Inc | GRDN | COM | $6,023,963 | 143,873 | SH | None |
| Goldman Sachs Group, Inc. | GS | COM | $6,023,720 | 5,956 | SH | None |
| TJX Companies Inc. | TJX | COM | $5,991,068 | 39,545 | SH | None |
| Amphenol Corp CL A | APH | COM | $5,968,432 | 33,850 | SH | None |
| Costco Wholesale | COST | COM | $5,947,201 | 6,357 | SH | None |
| ASML Holding ADR | ASML | COM | $5,896,700 | 2,964 | SH | None |
| Modine Manufacturing Company | MOD | COM | $5,811,156 | 21,763 | SH | None |
| iShares Core S&P 500 Index ETF | IVV | COM | $5,800,153 | 7,745 | SH | None |
| Robinhood Markets Inc | HOOD | COM | $5,697,007 | 56,811 | SH | None |
| Johnson & Johnson | JNJ | COM | $5,695,531 | 22,426 | SH | None |
| Monolithic Power Sys | MPWR | COM | $5,475,528 | 3,961 | SH | None |
| Wal-Mart Stores | WMT | COM | $5,411,752 | 47,782 | SH | None |
| Nebius Group NV | NBIS | COM | $5,296,388 | 19,178 | SH | None |
| Toll Brothers Inc | TOL | COM | $5,277,272 | 32,032 | SH | None |
| Mastec Inc. | MTZ | COM | $5,194,925 | 12,486 | SH | None |
| AppLovin Corporation | APP | COM | $5,029,675 | 9,762 | SH | None |
| CBOE Holdings Inc. | CBOE | COM | $4,809,477 | 19,819 | SH | None |
| iShares MSCI South Korea ETF | EWY | COM | $4,731,930 | 23,437 | SH | None |
| Evercore Inc - A | EVR | COM | $4,573,247 | 13,394 | SH | None |
| Arista Networks Inc. | ANET | COM | $4,537,495 | 26,710 | SH | None |
| American Express | AXP | COM | $4,488,239 | 13,269 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 4 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.