Filed: 5/12/2025ACC: 0000950123-25-004671
📋 What this filing means
KING LUTHER CAPITAL MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 593 equity positions with a total reported market value of $21.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
593
Positions
$21.66B
Total AUM (reported)
215.93M
Total Shares
Allocation by class
COM$19.50B90.0%
CL A$860.50M4.0%
COM CL A$361.93M1.7%
ORD SHS$208.86M1.0%
COM NEW$145.64M0.7%
CL B$116.44M0.5%
CLASS A COM$72.71M0.3%
Portfolio Concentration
Top 3$3.44B15.9%
4–10$3.48B16.1%
11–25$4.43B20.4%
Rest$10.31B47.6%
Top 3 weight
15.9%
Top 10 weight
31.9%
Voting Authority Distribution
Total shares with voting rights: 215.93M
Sole
Full voting authority
215.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole593
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings593
Rows:
APPLE INC
SOLEShares5.88M
TypeSH
Market value$1.31B
6.04%
Sole
5.88M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.98M
TypeSH
Market value$1.12B
5.16%
Sole
2.98M
Shared
0.00
None
0.00
DISTRIBUTION SOLUTIONS GRP I
SOLEShares36.36M
TypeSH
Market value$1.02B
4.70%
Sole
36.36M
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares6.92M
TypeSH
Market value$749.67M
3.46%
Sole
6.92M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.34M
TypeSH
Market value$636.28M
2.94%
Sole
3.34M
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
SOLEShares1.84M
TypeSH
Market value$452.41M
2.09%
Sole
1.84M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares1.23M
TypeSH
Market value$451.50M
2.08%
Sole
1.23M
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares2.60M
TypeSH
Market value$402.54M
1.86%
Sole
2.60M
Shared
0.00
None
0.00
ALPHABET INC CLASS C
SOLEShares2.53M
TypeSH
Market value$394.54M
1.82%
Sole
2.53M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares2.79M
TypeSH
Market value$389.49M
1.80%
Sole
2.79M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares768.43K
TypeSH
Market value$382.37M
1.77%
Sole
768.43K
Shared
0.00
None
0.00
CINTAS CORP
SOLEShares1.85M
TypeSH
Market value$380.33M
1.76%
Sole
1.85M
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares710.25K
TypeSH
Market value$339.59M
1.57%
Sole
710.25K
Shared
0.00
None
0.00
VISA INC
SOLEShares941.20K
TypeSH
Market value$329.85M
1.52%
Sole
941.20K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares1.58M
TypeSH
Market value$324.63M
1.50%
Sole
1.58M
Shared
0.00
None
0.00
BANK OF AMERICA CORPORATION
SOLEShares7.42M
TypeSH
Market value$309.56M
1.43%
Sole
7.42M
Shared
0.00
None
0.00
ROPER INDS INC NEW
SOLEShares505.73K
TypeSH
Market value$298.17M
1.38%
Sole
505.73K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares3.91M
TypeSH
Market value$279.84M
1.29%
Sole
3.91M
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares560.34K
TypeSH
Market value$278.88M
1.29%
Sole
560.34K
Shared
0.00
None
0.00
TRIMBLE NAVIGATION LTD
SOLEShares4.24M
TypeSH
Market value$278.22M
1.28%
Sole
4.24M
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares1.06M
TypeSH
Market value$250.81M
1.16%
Sole
1.06M
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares2.37M
TypeSH
Market value$248.93M
1.15%
Sole
2.37M
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares1.17M
TypeSH
Market value$247.32M
1.14%
Sole
1.17M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.47M
TypeSH
Market value$246.10M
1.14%
Sole
1.47M
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares1.42M
TypeSH
Market value$233.81M
1.08%
Sole
1.42M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 5.88M | SH | $1.31B 6.04% | 5.88M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.98M | SH | $1.12B 5.16% | 2.98M | 0.00 | 0.00 |
DISTRIBUTION SOLUTIONS GRP ISOLE | COM | 36.36M | SH | $1.02B 4.70% | 36.36M | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 6.92M | SH | $749.67M 3.46% | 6.92M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.34M | SH | $636.28M 2.94% | 3.34M | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COM | 1.84M | SH | $452.41M 2.09% | 1.84M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 1.23M | SH | $451.50M 2.08% | 1.23M | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | COM | 2.60M | SH | $402.54M 1.86% | 2.60M | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COM | 2.53M | SH | $394.54M 1.82% | 2.53M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 2.79M | SH | $389.49M 1.80% | 2.79M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 768.43K | SH | $382.37M 1.77% | 768.43K | 0.00 | 0.00 |
CINTAS CORPSOLE | COM | 1.85M | SH | $380.33M 1.76% | 1.85M | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 710.25K | SH | $339.59M 1.57% | 710.25K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 941.20K | SH | $329.85M 1.52% | 941.20K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 1.58M | SH | $324.63M 1.50% | 1.58M | 0.00 | 0.00 |
BANK OF AMERICA CORPORATIONSOLE | COM | 7.42M | SH | $309.56M 1.43% | 7.42M | 0.00 | 0.00 |
ROPER INDS INC NEWSOLE | COM | 505.73K | SH | $298.17M 1.38% | 505.73K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 3.91M | SH | $279.84M 1.29% | 3.91M | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 560.34K | SH | $278.88M 1.29% | 560.34K | 0.00 | 0.00 |
TRIMBLE NAVIGATION LTDSOLE | COM | 4.24M | SH | $278.22M 1.28% | 4.24M | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 1.06M | SH | $250.81M 1.16% | 1.06M | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 2.37M | SH | $248.93M 1.15% | 2.37M | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 1.17M | SH | $247.32M 1.14% | 1.17M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.47M | SH | $246.10M 1.14% | 1.47M | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 1.42M | SH | $233.81M 1.08% | 1.42M | 0.00 | 0.00 |
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