Filed: 11/7/2025ACC: 0001193125-25-272316
๐ What this filing means
KING LUTHER CAPITAL MANAGEMENT CORP filed this quarterly 13FโHR report disclosing 599 equity positions with a total reported market value of $24.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
599
Positions
$24.27B
Total AUM (reported)
209.63M
Total Shares
Allocation by class
COM$22.05B90.8%
CL A$818.59M3.4%
COM CL A$358.79M1.5%
ORD SHS$158.10M0.7%
COM NEW$141.04M0.6%
SHS$135.94M0.6%
CL B$113.36M0.5%
Portfolio Concentration
Top 3$4.24B17.5%
4โ10$4.84B20.0%
11โ25$4.75B19.6%
Rest$10.44B43.0%
Top 3 weight
17.5%
Top 10 weight
37.4%
Voting Authority Distribution
Total shares with voting rights: 209.63M
Sole
Full voting authority
209.63M
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)
Sole599
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings599
Rows:
MICROSOFT CORP
SOLEShares2.91M
TypeSH
Market value$1.51B
6.21%
Sole
2.91M
Shared
0.00
None
0.00
APPLE INC
SOLEShares5.70M
TypeSH
Market value$1.45B
5.98%
Sole
5.70M
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares6.88M
TypeSH
Market value$1.28B
5.29%
Sole
6.88M
Shared
0.00
None
0.00
DISTRIBUTION SOLUTIONS GRP I
SOLEShares36.36M
TypeSH
Market value$1.09B
4.51%
Sole
36.36M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares2.67M
TypeSH
Market value$750.92M
3.09%
Sole
2.67M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.31M
TypeSH
Market value$726.24M
2.99%
Sole
3.31M
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares2.53M
TypeSH
Market value$614.98M
2.53%
Sole
2.53M
Shared
0.00
None
0.00
ALPHABET INC CLASS C
SOLEShares2.45M
TypeSH
Market value$596.60M
2.46%
Sole
2.45M
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
SOLEShares1.78M
TypeSH
Market value$561.03M
2.31%
Sole
1.78M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares1.23M
TypeSH
Market value$499.72M
2.06%
Sole
1.23M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.47M
TypeSH
Market value$485.14M
2.00%
Sole
1.47M
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares685.10K
TypeSH
Market value$431.81M
1.78%
Sole
685.10K
Shared
0.00
None
0.00
BANK OF AMERICA CORPORATION
SOLEShares7.36M
TypeSH
Market value$379.68M
1.56%
Sole
7.36M
Shared
0.00
None
0.00
CINTAS CORP
SOLEShares1.80M
TypeSH
Market value$369.45M
1.52%
Sole
1.80M
Shared
0.00
None
0.00
TRIMBLE NAVIGATION LTD
SOLEShares4.17M
TypeSH
Market value$340.83M
1.40%
Sole
4.17M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares680.12K
TypeSH
Market value$329.87M
1.36%
Sole
680.12K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares548.39K
TypeSH
Market value$321.38M
1.32%
Sole
548.39K
Shared
0.00
None
0.00
VISA INC
SOLEShares918.36K
TypeSH
Market value$313.51M
1.29%
Sole
918.36K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares1.39M
TypeSH
Market value$274.95M
1.13%
Sole
1.39M
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares2.01M
TypeSH
Market value$264.22M
1.09%
Sole
2.01M
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares926.74K
TypeSH
Market value$253.80M
1.05%
Sole
926.74K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares3.82M
TypeSH
Market value$253.40M
1.04%
Sole
3.82M
Shared
0.00
None
0.00
O REILLY AUTOMOTIVE INC
SOLEShares2.28M
TypeSH
Market value$245.47M
1.01%
Sole
2.28M
Shared
0.00
None
0.00
ROPER INDS INC NEW
SOLEShares490.25K
TypeSH
Market value$244.48M
1.01%
Sole
490.25K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares500.85K
TypeSH
Market value$237.90M
0.98%
Sole
500.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 2.91M | SH | $1.51B 6.21% | 2.91M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.70M | SH | $1.45B 5.98% | 5.70M | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 6.88M | SH | $1.28B 5.29% | 6.88M | 0.00 | 0.00 |
DISTRIBUTION SOLUTIONS GRP ISOLE | COM | 36.36M | SH | $1.09B 4.51% | 36.36M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 2.67M | SH | $750.92M 3.09% | 2.67M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.31M | SH | $726.24M 2.99% | 3.31M | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | COM | 2.53M | SH | $614.98M 2.53% | 2.53M | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COM | 2.45M | SH | $596.60M 2.46% | 2.45M | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COM | 1.78M | SH | $561.03M 2.31% | 1.78M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 1.23M | SH | $499.72M 2.06% | 1.23M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.47M | SH | $485.14M 2.00% | 1.47M | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 685.10K | SH | $431.81M 1.78% | 685.10K | 0.00 | 0.00 |
BANK OF AMERICA CORPORATIONSOLE | COM | 7.36M | SH | $379.68M 1.56% | 7.36M | 0.00 | 0.00 |
CINTAS CORPSOLE | COM | 1.80M | SH | $369.45M 1.52% | 1.80M | 0.00 | 0.00 |
TRIMBLE NAVIGATION LTDSOLE | COM | 4.17M | SH | $340.83M 1.40% | 4.17M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 680.12K | SH | $329.87M 1.36% | 680.12K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 548.39K | SH | $321.38M 1.32% | 548.39K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 918.36K | SH | $313.51M 1.29% | 918.36K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 1.39M | SH | $274.95M 1.13% | 1.39M | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 2.01M | SH | $264.22M 1.09% | 2.01M | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 926.74K | SH | $253.80M 1.05% | 926.74K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 3.82M | SH | $253.40M 1.04% | 3.82M | 0.00 | 0.00 |
O REILLY AUTOMOTIVE INCSOLE | COM | 2.28M | SH | $245.47M 1.01% | 2.28M | 0.00 | 0.00 |
ROPER INDS INC NEWSOLE | COM | 490.25K | SH | $244.48M 1.01% | 490.25K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 500.85K | SH | $237.90M 0.98% | 500.85K | 0.00 | 0.00 |
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