§ 13F · FUND PROFILE
CARDEROCK CAPITAL MANAGEMENT INC.
AUM · $456M (13F)Positions · 67Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | 74K | $32M | 7.0% | −23% |
| 2 | GOOGL | ALPHABET INC | 56K | $20M | 4.4% | −2% |
| 3 | APH | AMPHENOL CORP | 107K | $19M | 4.1% | −6% |
| 4 | LLY | ELI LILLY & CO | 13K | $15M | 3.4% | +2% |
| 5 | AAPL | APPLE INC | 52K | $15M | 3.3% | −2% |
| 6 | HEI | HEICO CORP NEW | 40K | $14M | 3.1% | +7% |
| 7 | MPWR | MONOLITHIC PWR SYS INC | 10K | $14M | 3.1% | −12% |
| 8 | PWR | QUANTA SVCS INC | 20K | $14M | 3.1% | −14% |
| 9 | FTNT | FORTINET INC | 91K | $14M | 3.1% | ±0% |
| 10 | MA | MASTERCARD INCORPORATED | 24K | $13M | 2.7% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARDEROCK SIGNAL
AC read
CARDEROCK CAPITAL MANAGEMENT INC is a Other fund managing $456 million in assets. The fund runs a portfolio of 67 positions.
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