Filed: 2/9/2026ACC: 0001193125-26-042777
๐ What this filing means
KING LUTHER CAPITAL MANAGEMENT CORP filed this quarterly 13FโHR report disclosing 606 equity positions with a total reported market value of $24.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
606
Positions
$24.59B
Total AUM (reported)
206.98M
Total Shares
Allocation by class
COM$22.31B90.7%
CL A$778.06M3.2%
COM CL A$375.74M1.5%
SHS$183.41M0.7%
ORD SHS$161.82M0.7%
CL B$117.01M0.5%
COM NEW$114.20M0.5%
Portfolio Concentration
Top 3$4.29B17.4%
4โ10$4.93B20.1%
11โ25$4.68B19.0%
Rest$10.69B43.5%
Top 3 weight
17.4%
Top 10 weight
37.5%
Voting Authority Distribution
Total shares with voting rights: 206.98M
Sole
Full voting authority
206.98M
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)
Sole606
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings606
Rows:
APPLE INC
SOLEShares5.76M
TypeSH
Market value$1.57B
6.37%
Sole
5.76M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.98M
TypeSH
Market value$1.44B
5.85%
Sole
2.98M
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares6.87M
TypeSH
Market value$1.28B
5.21%
Sole
6.87M
Shared
0.00
None
0.00
DISTRIBUTION SOLUTIONS GRP I
SOLEShares36.36M
TypeSH
Market value$995.83M
4.05%
Sole
36.36M
Shared
0.00
None
0.00
ALPHABET INC CLASS C
SOLEShares2.50M
TypeSH
Market value$783.24M
3.19%
Sole
2.50M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.37M
TypeSH
Market value$776.73M
3.16%
Sole
3.37M
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares2.48M
TypeSH
Market value$775.34M
3.15%
Sole
2.48M
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
SOLEShares1.77M
TypeSH
Market value$571.28M
2.32%
Sole
1.77M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.49M
TypeSH
Market value$515.03M
2.09%
Sole
1.49M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares2.63M
TypeSH
Market value$512.67M
2.08%
Sole
2.63M
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares690.13K
TypeSH
Market value$429.72M
1.75%
Sole
690.13K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares1.24M
TypeSH
Market value$426.85M
1.74%
Sole
1.24M
Shared
0.00
None
0.00
BANK OF AMERICA CORPORATION
SOLEShares7.54M
TypeSH
Market value$414.78M
1.69%
Sole
7.54M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares688.38K
TypeSH
Market value$398.88M
1.62%
Sole
688.38K
Shared
0.00
None
0.00
CINTAS CORP
SOLEShares1.81M
TypeSH
Market value$340.80M
1.39%
Sole
1.81M
Shared
0.00
None
0.00
TRIMBLE NAVIGATION LTD
SOLEShares4.16M
TypeSH
Market value$325.77M
1.32%
Sole
4.16M
Shared
0.00
None
0.00
VISA INC
SOLEShares923.17K
TypeSH
Market value$323.76M
1.32%
Sole
923.17K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares1.37M
TypeSH
Market value$313.30M
1.27%
Sole
1.37M
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares541.97K
TypeSH
Market value$276.80M
1.13%
Sole
541.97K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares3.85M
TypeSH
Market value$269.33M
1.10%
Sole
3.85M
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares1.99M
TypeSH
Market value$264.51M
1.08%
Sole
1.99M
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares933.08K
TypeSH
Market value$244.95M
1.00%
Sole
933.08K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares611.74K
TypeSH
Market value$226.31M
0.92%
Sole
611.74K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares500.97K
TypeSH
Market value$213.61M
0.87%
Sole
500.97K
Shared
0.00
None
0.00
O REILLY AUTOMOTIVE INC
SOLEShares2.28M
TypeSH
Market value$208.11M
0.85%
Sole
2.28M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 5.76M | SH | $1.57B 6.37% | 5.76M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.98M | SH | $1.44B 5.85% | 2.98M | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 6.87M | SH | $1.28B 5.21% | 6.87M | 0.00 | 0.00 |
DISTRIBUTION SOLUTIONS GRP ISOLE | COM | 36.36M | SH | $995.83M 4.05% | 36.36M | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COM | 2.50M | SH | $783.24M 3.19% | 2.50M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.37M | SH | $776.73M 3.16% | 3.37M | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | COM | 2.48M | SH | $775.34M 3.15% | 2.48M | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COM | 1.77M | SH | $571.28M 2.32% | 1.77M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.49M | SH | $515.03M 2.09% | 1.49M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 2.63M | SH | $512.67M 2.08% | 2.63M | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 690.13K | SH | $429.72M 1.75% | 690.13K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 1.24M | SH | $426.85M 1.74% | 1.24M | 0.00 | 0.00 |
BANK OF AMERICA CORPORATIONSOLE | COM | 7.54M | SH | $414.78M 1.69% | 7.54M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 688.38K | SH | $398.88M 1.62% | 688.38K | 0.00 | 0.00 |
CINTAS CORPSOLE | COM | 1.81M | SH | $340.80M 1.39% | 1.81M | 0.00 | 0.00 |
TRIMBLE NAVIGATION LTDSOLE | COM | 4.16M | SH | $325.77M 1.32% | 4.16M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 923.17K | SH | $323.76M 1.32% | 923.17K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 1.37M | SH | $313.30M 1.27% | 1.37M | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 541.97K | SH | $276.80M 1.13% | 541.97K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 3.85M | SH | $269.33M 1.10% | 3.85M | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 1.99M | SH | $264.51M 1.08% | 1.99M | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 933.08K | SH | $244.95M 1.00% | 933.08K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 611.74K | SH | $226.31M 0.92% | 611.74K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 500.97K | SH | $213.61M 0.87% | 500.97K | 0.00 | 0.00 |
O REILLY AUTOMOTIVE INCSOLE | COM | 2.28M | SH | $208.11M 0.85% | 2.28M | 0.00 | 0.00 |
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