§ 13F · FUND PROFILE
MITCHELL CAPITAL MANAGEMENT CO.
AUM · $657M (13F)Positions · 117Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$60M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp | 271K | $54M | 8.3% | +1% |
| 2 | GOOG | Alphabet Inc CL C | 105K | $37M | 5.6% | +5% |
| 3 | AAPL | Apple Inc | 111K | $32M | 4.9% | −2% |
| 4 | MSFT | Microsoft Corp | 71K | $27M | 4.1% | +3% |
| 5 | AVGO | Broadcom LTD | 68K | $26M | 3.9% | ±0% |
| 6 | AMZN | Amazon.com Inc | 84K | $20M | 3.0% | −3% |
| 7 | JPM | JP Morgan Chase | 60K | $20M | 3.0% | −2% |
| 8 | MU | Micron Technology Inc | 16K | $18M | 2.8% | ±0% |
| 9 | AMD | Advanced Micro Devices | 29K | $17M | 2.5% | +1% |
| 10 | TSM | Taiwan Semiconductor Mfg | 30K | $14M | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MITCHELL SIGNAL
AC read
MITCHELL CAPITAL MANAGEMENT CO is a Other fund managing $657 million in assets. The fund runs a portfolio of 117 positions.
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