Filed: 2/10/2026ACC: 0001080351-26-000001
📋 What this filing means
MITCHELL CAPITAL MANAGEMENT CO filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $559.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$559.37M
Total AUM (reported)
3.11M
Total Shares
Allocation by class
COM$559.37M100.0%
Portfolio Concentration
Top 3$114.86M20.5%
4–10$134.12M24.0%
11–25$111.98M20.0%
Rest$198.40M35.5%
Top 3 weight
20.5%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 3.11M
Sole
Full voting authority
3.11M
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)
Sole117
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings117
Rows:
Nvidia Corp
SOLEShares263.22K
TypeSH
Market value$49.09M
8.78%
Sole
263.22K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares71.92K
TypeSH
Market value$34.78M
6.22%
Sole
71.92K
Shared
0.00
None
0.00
Alphabet Inc CL C
SOLEShares98.77K
TypeSH
Market value$30.99M
5.54%
Sole
98.77K
Shared
0.00
None
0.00
Apple Inc
SOLEShares112.92K
TypeSH
Market value$30.70M
5.49%
Sole
112.92K
Shared
0.00
None
0.00
Broadcom LTD
SOLEShares66.80K
TypeSH
Market value$23.12M
4.13%
Sole
66.80K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares85.12K
TypeSH
Market value$19.65M
3.51%
Sole
85.12K
Shared
0.00
None
0.00
JP Morgan Chase
SOLEShares60.30K
TypeSH
Market value$19.43M
3.47%
Sole
60.30K
Shared
0.00
None
0.00
Meta Platforms Inc.
SOLEShares25.99K
TypeSH
Market value$17.15M
3.07%
Sole
25.99K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares25.63K
TypeSH
Market value$12.88M
2.30%
Sole
25.63K
Shared
0.00
None
0.00
Wal-Mart Stores
SOLEShares100.41K
TypeSH
Market value$11.19M
2.00%
Sole
100.41K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares9.98K
TypeSH
Market value$10.73M
1.92%
Sole
9.98K
Shared
0.00
None
0.00
Visa Inc
SOLEShares28.92K
TypeSH
Market value$10.14M
1.81%
Sole
28.92K
Shared
0.00
None
0.00
Goldman Sachs Group, Inc.
SOLEShares11.04K
TypeSH
Market value$9.70M
1.73%
Sole
11.04K
Shared
0.00
None
0.00
Taiwan Semiconductor Mfg
SOLEShares28.81K
TypeSH
Market value$8.76M
1.57%
Sole
28.81K
Shared
0.00
None
0.00
Mastercard Inc-Cl A
SOLEShares15.18K
TypeSH
Market value$8.66M
1.55%
Sole
15.18K
Shared
0.00
None
0.00
Palantir Technologies Inc-A
SOLEShares45.29K
TypeSH
Market value$8.05M
1.44%
Sole
45.29K
Shared
0.00
None
0.00
HCA Healthcare Inc.
SOLEShares16.26K
TypeSH
Market value$7.59M
1.36%
Sole
16.26K
Shared
0.00
None
0.00
Intl Business Machines Corp
SOLEShares22.41K
TypeSH
Market value$6.64M
1.19%
Sole
22.41K
Shared
0.00
None
0.00
Arista Networks Inc.
SOLEShares48.92K
TypeSH
Market value$6.41M
1.15%
Sole
48.92K
Shared
0.00
None
0.00
Amphenol Corp CL A
SOLEShares46.14K
TypeSH
Market value$6.24M
1.11%
Sole
46.14K
Shared
0.00
None
0.00
Celestica Inc.
SOLEShares20.47K
TypeSH
Market value$6.05M
1.08%
Sole
20.47K
Shared
0.00
None
0.00
Advanced Micro Devices
SOLEShares27.24K
TypeSH
Market value$5.83M
1.04%
Sole
27.24K
Shared
0.00
None
0.00
Emcor Group Inc
SOLEShares9.53K
TypeSH
Market value$5.83M
1.04%
Sole
9.53K
Shared
0.00
None
0.00
O'Reilly Automotive
SOLEShares62.54K
TypeSH
Market value$5.70M
1.02%
Sole
62.54K
Shared
0.00
None
0.00
Dell Technologies Inc.
SOLEShares44.79K
TypeSH
Market value$5.64M
1.01%
Sole
44.79K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia CorpSOLE | COM | 263.22K | SH | $49.09M 8.78% | 263.22K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 71.92K | SH | $34.78M 6.22% | 71.92K | 0.00 | 0.00 |
Alphabet Inc CL CSOLE | COM | 98.77K | SH | $30.99M 5.54% | 98.77K | 0.00 | 0.00 |
Apple IncSOLE | COM | 112.92K | SH | $30.70M 5.49% | 112.92K | 0.00 | 0.00 |
Broadcom LTDSOLE | COM | 66.80K | SH | $23.12M 4.13% | 66.80K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 85.12K | SH | $19.65M 3.51% | 85.12K | 0.00 | 0.00 |
JP Morgan ChaseSOLE | COM | 60.30K | SH | $19.43M 3.47% | 60.30K | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM | 25.99K | SH | $17.15M 3.07% | 25.99K | 0.00 | 0.00 |
Berkshire HathawaySOLE | COM | 25.63K | SH | $12.88M 2.30% | 25.63K | 0.00 | 0.00 |
Wal-Mart StoresSOLE | COM | 100.41K | SH | $11.19M 2.00% | 100.41K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 9.98K | SH | $10.73M 1.92% | 9.98K | 0.00 | 0.00 |
Visa IncSOLE | COM | 28.92K | SH | $10.14M 1.81% | 28.92K | 0.00 | 0.00 |
Goldman Sachs Group, Inc.SOLE | COM | 11.04K | SH | $9.70M 1.73% | 11.04K | 0.00 | 0.00 |
Taiwan Semiconductor MfgSOLE | COM | 28.81K | SH | $8.76M 1.57% | 28.81K | 0.00 | 0.00 |
Mastercard Inc-Cl ASOLE | COM | 15.18K | SH | $8.66M 1.55% | 15.18K | 0.00 | 0.00 |
Palantir Technologies Inc-ASOLE | COM | 45.29K | SH | $8.05M 1.44% | 45.29K | 0.00 | 0.00 |
HCA Healthcare Inc.SOLE | COM | 16.26K | SH | $7.59M 1.36% | 16.26K | 0.00 | 0.00 |
Intl Business Machines CorpSOLE | COM | 22.41K | SH | $6.64M 1.19% | 22.41K | 0.00 | 0.00 |
Arista Networks Inc.SOLE | COM | 48.92K | SH | $6.41M 1.15% | 48.92K | 0.00 | 0.00 |
Amphenol Corp CL ASOLE | COM | 46.14K | SH | $6.24M 1.11% | 46.14K | 0.00 | 0.00 |
Celestica Inc.SOLE | COM | 20.47K | SH | $6.05M 1.08% | 20.47K | 0.00 | 0.00 |
Advanced Micro DevicesSOLE | COM | 27.24K | SH | $5.83M 1.04% | 27.24K | 0.00 | 0.00 |
Emcor Group IncSOLE | COM | 9.53K | SH | $5.83M 1.04% | 9.53K | 0.00 | 0.00 |
O'Reilly AutomotiveSOLE | COM | 62.54K | SH | $5.70M 1.02% | 62.54K | 0.00 | 0.00 |
Dell Technologies Inc.SOLE | COM | 44.79K | SH | $5.64M 1.01% | 44.79K | 0.00 | 0.00 |
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