MITCHELL CAPITAL MANAGEMENT CO — 13F Holdings & Portfolio

CIK 1080351 · latest 13F-HR filed 2026-07-30

MITCHELL CAPITAL MANAGEMENT CO manages $657.5M in 13F-reported U.S. long-equity assets across 117 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (8.26%), GOOG (5.65%), AAPL (4.88%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 11, added to 71, and trimmed 21.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
11460 TOMAHAWK CREEK PARKWAY
SUITE 410
LEAWOOD, KS 66211
Phone
(913) 428-3222
Filing Manager
MITCHELL CAPITAL MANAGEMENT CO
LEAWOOD, KS
Signatory
Barbara Roszel
CCO
Loading holdings…
AUM

$657.5M

Long-equity book

Holdings

117

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+15 / −11 / ↑71 / ↓21

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Micron Technology Inc$12.9M +243.2%
  • Advanced Micro Devices$10.8M +189.3%
  • Alphabet Inc CL C$8.4M +29.1%
  • Bloom Energy Corp$7.8M +196.5%
  • Nvidia Corp$7.6M +16.2%
Show all 71

Top Trims

  • Wal-Mart Stores-$7.8M -59.1%
  • Meta Platforms Inc.-$5.5M -36.8%
  • Palantir Technologies Inc-A-$4.2M -95.0%
  • Vistra Corp-$3.5M -86.8%
  • Berkshire Hathaway-$3.2M -24.4%
Show all 21

New Positions

  • Exxon Mobil Corp$7.1M
  • BrightSpring Health Services I$7.0M
  • Guardian Pharmacy Services Inc$6.0M
  • TJX Companies Inc.$6.0M
  • Modine Manufacturing Company$5.8M
Show all 15

Exited Positions

  • Exxon Mobil Corp$8.9M
  • Home Depot$5.4M
  • HCA Healthcare Inc.$4.8M
  • Waste Management$4.3M
  • D.R. Horton Inc.$4.0M
Show all 11
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Nvidia Corp NVDA 67066G104 $54.3M 8.26% 271,289 SH
2 Alphabet Inc CL C GOOG 02079K107 $37.1M 5.65% 105,099 SH
3 Apple Inc AAPL 037833100 $32.1M 4.88% 110,818 SH
4 Microsoft Corp MSFT 594918104 $26.7M 4.06% 71,489 SH
5 Broadcom LTD AVGO 11135F101 $25.6M 3.90% 67,863 SH
6 Amazon.com Inc AMZN 023135106 $20.0M 3.04% 83,878 SH
7 JP Morgan Chase JPM 46625H100 $19.6M 2.97% 59,730 SH
8 Micron Technology Inc MU 595112103 $18.3M 2.78% 15,821 SH
9 Advanced Micro Devices AMD 007903107 $16.6M 2.52% 28,543 SH
10 Taiwan Semiconductor Mfg TSM 874039100 $14.2M 2.15% 29,635 SH
11 Eli Lilly & Co LLY 532457108 $12.0M 1.83% 10,021 SH
12 Bloom Energy Corp BE 093712107 $11.8M 1.79% 38,896 SH
13 Berkshire Hathaway BRK.B 084670702 $10.0M 1.52% 19,907 SH
14 Vertiv Holdings Co A VRT 92537N108 $9.7M 1.47% 28,860 SH
15 Meta Platforms Inc. META 30303M102 $9.5M 1.44% 16,813 SH
16 Caterpillar Inc CAT 149123101 $9.4M 1.44% 8,864 SH
17 Comfort Systems USA Inc FIX 199908104 $8.7M 1.33% 4,407 SH
18 Teradyne Inc TER 880770102 $8.4M 1.28% 17,380 SH
19 GE Vernova Inc GEV 36828A101 $8.3M 1.27% 7,105 SH
20 Emcor Group Inc EME 29084Q100 $8.2M 1.24% 9,853 SH
21 Applied Materials Inc AMAT 038222105 $7.9M 1.21% 10,962 SH
22 Sandisk Corp SNDK 80004C200 $7.7M 1.18% 3,398 SH
23 Western Digital Corp WDC 958102105 $7.6M 1.16% 11,976 SH
24 Exxon Mobil Corp XOM 30233Q108 $7.1M 1.08% 52,137 SH
25 BrightSpring Health Services I BTSG 10950A106 $7.0M 1.06% 100,015 SH
26 Visa Inc V 92826C839 $6.8M 1.03% 19,769 SH
27 Celestica Inc. CLS 15101Q207 $6.3M 0.96% 17,278 SH
28 Lumentum Holdings Inc. LITE 55024U109 $6.2M 0.94% 7,168 SH
29 Corning Inc GLW 219350105 $6.1M 0.93% 23,880 SH
30 Guardian Pharmacy Services Inc GRDN 40145W101 $6.0M 0.92% 143,873 SH
31 Goldman Sachs Group, Inc. GS 38141G104 $6.0M 0.92% 5,956 SH
32 TJX Companies Inc. TJX 872540109 $6.0M 0.91% 39,545 SH
33 Amphenol Corp CL A APH 032095101 $6.0M 0.91% 33,850 SH
34 Costco Wholesale COST 22160K105 $5.9M 0.90% 6,357 SH
35 ASML Holding ADR ASML N07059210 $5.9M 0.90% 2,964 SH
36 Modine Manufacturing Company MOD 607828100 $5.8M 0.88% 21,763 SH
37 iShares Core S&P 500 Index ETF IVV 464287200 $5.8M 0.88% 7,745 SH
38 Robinhood Markets Inc HOOD 770700102 $5.7M 0.87% 56,811 SH
39 Johnson & Johnson JNJ 478160104 $5.7M 0.87% 22,426 SH
40 Monolithic Power Sys MPWR 609839105 $5.5M 0.83% 3,961 SH
41 Wal-Mart Stores WMT 931142103 $5.4M 0.82% 47,782 SH
42 Nebius Group NV NBIS N97284108 $5.3M 0.81% 19,178 SH
43 Toll Brothers Inc TOL 889478103 $5.3M 0.80% 32,032 SH
44 Mastec Inc. MTZ 576323109 $5.2M 0.79% 12,486 SH
45 AppLovin Corporation APP 03831W108 $5.0M 0.76% 9,762 SH
46 CBOE Holdings Inc. CBOE 12503M108 $4.8M 0.73% 19,819 SH
47 iShares MSCI South Korea ETF EWY 464286772 $4.7M 0.72% 23,437 SH
48 Evercore Inc - A EVR 29977A105 $4.6M 0.70% 13,394 SH
49 Arista Networks Inc. ANET 040413205 $4.5M 0.69% 26,710 SH
50 American Express AXP 025816109 $4.5M 0.68% 13,269 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $657.5M 117 0001080351-26-000005
2026-03-31 2026-05-11 $545.0M 113 0001080351-26-000004
2025-12-31 2026-02-10 $559.4M 117 0001080351-26-000001
2025-09-30 2025-11-06 $584.2M 126 0001080351-25-000007