Filed: 8/7/2025ACC: 0000950123-25-007236
๐ What this filing means
KING LUTHER CAPITAL MANAGEMENT CORP filed this quarterly 13FโHR report disclosing 586 equity positions with a total reported market value of $23.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
586
Positions
$23.04B
Total AUM (reported)
215.91M
Total Shares
Allocation by class
COM$20.83B90.4%
CL A$886.04M3.8%
COM CL A$362.88M1.6%
ORD SHS$190.57M0.8%
COM NEW$132.61M0.6%
CL B$102.20M0.4%
CLASS A COM$72.02M0.3%
Portfolio Concentration
Top 3$3.72B16.1%
4โ10$4.18B18.2%
11โ25$4.64B20.1%
Rest$10.50B45.6%
Top 3 weight
16.1%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 215.91M
Sole
Full voting authority
215.91M
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)
Sole586
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings586
Rows:
MICROSOFT CORP
SOLEShares2.92M
TypeSH
Market value$1.45B
6.31%
Sole
2.92M
Shared
0.00
None
0.00
APPLE INC
SOLEShares5.68M
TypeSH
Market value$1.17B
5.06%
Sole
5.68M
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares6.96M
TypeSH
Market value$1.10B
4.77%
Sole
6.96M
Shared
0.00
None
0.00
DISTRIBUTION SOLUTIONS GRP I
SOLEShares36.36M
TypeSH
Market value$998.74M
4.34%
Sole
36.36M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.31M
TypeSH
Market value$725.54M
3.15%
Sole
3.31M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares2.75M
TypeSH
Market value$600.81M
2.61%
Sole
2.75M
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
SOLEShares1.80M
TypeSH
Market value$520.52M
2.26%
Sole
1.80M
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares2.56M
TypeSH
Market value$451.05M
1.96%
Sole
2.56M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares1.23M
TypeSH
Market value$450.14M
1.95%
Sole
1.23M
Shared
0.00
None
0.00
ALPHABET INC CLASS C
SOLEShares2.46M
TypeSH
Market value$436.68M
1.90%
Sole
2.46M
Shared
0.00
None
0.00
CINTAS CORP
SOLEShares1.82M
TypeSH
Market value$405.30M
1.76%
Sole
1.82M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.46M
TypeSH
Market value$403.77M
1.75%
Sole
1.46M
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares690.90K
TypeSH
Market value$379.28M
1.65%
Sole
690.90K
Shared
0.00
None
0.00
BANK OF AMERICA CORPORATION
SOLEShares7.35M
TypeSH
Market value$347.99M
1.51%
Sole
7.35M
Shared
0.00
None
0.00
VISA INC
SOLEShares926.32K
TypeSH
Market value$328.89M
1.43%
Sole
926.32K
Shared
0.00
None
0.00
TRIMBLE NAVIGATION LTD
SOLEShares4.22M
TypeSH
Market value$320.30M
1.39%
Sole
4.22M
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares1.56M
TypeSH
Market value$308.06M
1.34%
Sole
1.56M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares733.96K
TypeSH
Market value$297.59M
1.29%
Sole
733.96K
Shared
0.00
None
0.00
ROPER INDS INC NEW
SOLEShares500.52K
TypeSH
Market value$283.71M
1.23%
Sole
500.52K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares553.24K
TypeSH
Market value$283.43M
1.23%
Sole
553.24K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares2.04M
TypeSH
Market value$271.91M
1.18%
Sole
2.04M
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares3.84M
TypeSH
Market value$271.59M
1.18%
Sole
3.84M
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares1.12M
TypeSH
Market value$260.16M
1.13%
Sole
1.12M
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares908.12K
TypeSH
Market value$244.68M
1.06%
Sole
908.12K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares487.39K
TypeSH
Market value$228.67M
0.99%
Sole
487.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 2.92M | SH | $1.45B 6.31% | 2.92M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.68M | SH | $1.17B 5.06% | 5.68M | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 6.96M | SH | $1.10B 4.77% | 6.96M | 0.00 | 0.00 |
DISTRIBUTION SOLUTIONS GRP ISOLE | COM | 36.36M | SH | $998.74M 4.34% | 36.36M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.31M | SH | $725.54M 3.15% | 3.31M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 2.75M | SH | $600.81M 2.61% | 2.75M | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COM | 1.80M | SH | $520.52M 2.26% | 1.80M | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | COM | 2.56M | SH | $451.05M 1.96% | 2.56M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 1.23M | SH | $450.14M 1.95% | 1.23M | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COM | 2.46M | SH | $436.68M 1.90% | 2.46M | 0.00 | 0.00 |
CINTAS CORPSOLE | COM | 1.82M | SH | $405.30M 1.76% | 1.82M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.46M | SH | $403.77M 1.75% | 1.46M | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 690.90K | SH | $379.28M 1.65% | 690.90K | 0.00 | 0.00 |
BANK OF AMERICA CORPORATIONSOLE | COM | 7.35M | SH | $347.99M 1.51% | 7.35M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 926.32K | SH | $328.89M 1.43% | 926.32K | 0.00 | 0.00 |
TRIMBLE NAVIGATION LTDSOLE | COM | 4.22M | SH | $320.30M 1.39% | 4.22M | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 1.56M | SH | $308.06M 1.34% | 1.56M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 733.96K | SH | $297.59M 1.29% | 733.96K | 0.00 | 0.00 |
ROPER INDS INC NEWSOLE | COM | 500.52K | SH | $283.71M 1.23% | 500.52K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 553.24K | SH | $283.43M 1.23% | 553.24K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 2.04M | SH | $271.91M 1.18% | 2.04M | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 3.84M | SH | $271.59M 1.18% | 3.84M | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 1.12M | SH | $260.16M 1.13% | 1.12M | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 908.12K | SH | $244.68M 1.06% | 908.12K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 487.39K | SH | $228.67M 0.99% | 487.39K | 0.00 | 0.00 |
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