SCHOLTZ & COMPANY, LLC

PrivateCIK: 1606134
Location

STAMFORD, CT

49
Positions
$195.42M
Total AUM (reported)
2.15M
Total Shares

Allocation by class

TOTAL AUM$195.42M49 positions
COM$119.03M60.9%
CL A$20.73M10.6%
COM NEW$14.35M7.3%
CAP STK CL A$13.48M6.9%
COM CL A$8.20M4.2%
SPONSORED ADS$6.38M3.3%
N Y REGISTRY SHS$4.96M2.5%

Portfolio Concentration

Top 321.5%4–1026.6%11–2533.6%Rest18.3%TOP 1048.1%0%100%
Top 3$42.01M21.5%
4–10$51.92M26.6%
11–25$65.67M33.6%
Rest$35.83M18.3%

Top 3 weight

21.5%

Top 10 weight

48.1%

Voting Authority Distribution

Total shares with voting rights: 2.15M

Sole

Full voting authority

2.15M

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)

Sole49
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:

MICROSOFT CORPORATION

SOLE
COM
Shares40.66K
TypeSH
Market value$15.05M
7.70%
Sole
40.66K
Shared
0.00
None
0.00

ALPHABET INCORPORATED CAP STK

SOLE
CAP STK CL A
Shares46.88K
TypeSH
Market value$13.48M
6.90%
Sole
46.88K
Shared
0.00
None
0.00

AMAZON COM INCORPORATED

SOLE
COM
Shares64.71K
TypeSH
Market value$13.48M
6.90%
Sole
64.71K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares23.83K
TypeSH
Market value$11.91M
6.09%
Sole
23.83K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares15.02K
TypeSH
Market value$8.59M
4.40%
Sole
15.02K
Shared
0.00
None
0.00

NVIDIA CORP COM

SOLE
COM
Shares37.72K
TypeSH
Market value$6.58M
3.37%
Sole
37.72K
Shared
0.00
None
0.00

GENERAL ELECTRIC COMPANY

SOLE
COM NEW
Shares23.15K
TypeSH
Market value$6.57M
3.36%
Sole
23.15K
Shared
0.00
None
0.00

VISA INC

SOLE
COM
Shares21.68K
TypeSH
Market value$6.55M
3.35%
Sole
21.68K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFACTU

SOLE
SPONSORED ADS
Shares18.89K
TypeSH
Market value$6.38M
3.27%
Sole
18.89K
Shared
0.00
None
0.00

MORGAN STANLEY

SOLE
COM NEW
Shares32.43K
TypeSH
Market value$5.34M
2.73%
Sole
32.43K
Shared
0.00
None
0.00

QUANTA SERVICES INC

SOLE
COM
Shares9.66K
TypeSH
Market value$5.30M
2.71%
Sole
9.66K
Shared
0.00
None
0.00

RHEINMETALL AG UNSPONSORD ADR

SOLE
COM
Shares15.45K
TypeSH
Market value$5.14M
2.63%
Sole
15.45K
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COM
Shares52.37K
TypeSH
Market value$5.03M
2.58%
Sole
52.37K
Shared
0.00
None
0.00

ASML HOLDING N.V.

SOLE
N Y REGISTRY SHS
Shares3.75K
TypeSH
Market value$4.96M
2.54%
Sole
3.75K
Shared
0.00
None
0.00

CHIPOTLE MEXICAN GRILL

SOLE
COM
Shares152.75K
TypeSH
Market value$4.89M
2.50%
Sole
152.75K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares43.88K
TypeSH
Market value$4.50M
2.31%
Sole
43.88K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares10.19K
TypeSH
Market value$4.33M
2.22%
Sole
10.19K
Shared
0.00
None
0.00

DEXCOM INC

SOLE
COM
Shares68.65K
TypeSH
Market value$4.31M
2.21%
Sole
68.65K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares3.69K
TypeSH
Market value$4.27M
2.19%
Sole
3.69K
Shared
0.00
None
0.00

VALVOLINE INC

SOLE
COM
Shares119.86K
TypeSH
Market value$4.04M
2.07%
Sole
119.86K
Shared
0.00
None
0.00

ROCKET COS INC CL A

SOLE
COM CL A
Shares273.73K
TypeSH
Market value$3.90M
2.00%
Sole
273.73K
Shared
0.00
None
0.00

CASEYS GENERAL STORES INC

SOLE
COM
Shares5.32K
TypeSH
Market value$3.87M
1.98%
Sole
5.32K
Shared
0.00
None
0.00

WYNN RESORTS LTD

SOLE
COM
Shares36.85K
TypeSH
Market value$3.74M
1.91%
Sole
36.85K
Shared
0.00
None
0.00

EATON CORPORATION

SOLE
SHS
Shares10.33K
TypeSH
Market value$3.70M
1.89%
Sole
10.33K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares51.04K
TypeSH
Market value$3.67M
1.88%
Sole
51.04K
Shared
0.00
None
0.00
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