account_balance
Investment manager · 13F filer · SEC CIK 1080351
Mitchell Capital Management Co
Reported value$643Mas of Sep 30, 2026
Positions112 9 new, 14 sold out
Top 10 weight45.4%NVDA alone is 9%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corp
9.4%
AAPLApple Inc
5.6%Trimmed −2%
MSFTMicrosoft Corp
5.6%
GOOGAlphabet Inc CL C
5.5%
AVGOBroadcom LTD
3.7%
BEBloom Energy Corp
3.5%Added +109%
AMZNAmazon.com Inc
3.3%
JPMJP Morgan Chase
3.1%
MUMicron Technology Inc
2.9%Added +9%
AMDAdvanced Micro Devices
2.7%
TSMTaiwan Semiconductor Mfg
2.1%
METAMeta Platforms Inc.
1.9%
NVDANvidia Corp
9.4%
AAPLApple Inc
5.6%Trimmed −2%
MSFT5.6%GOOG5.5%AVGO3.7%BE3.5%AMZN3.3%JPM3.1%MU2.9%AMD2.7%TSM2.1%META1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corp 9.4% HeldAAPL Apple Inc 5.6% Trimmed −2%MSFT Microsoft Corp 5.6% HeldGOOG Alphabet Inc CL C 5.5% HeldAVGO Broadcom LTD 3.7% HeldBE Bloom Energy Corp 3.5% Added +109%AMZN Amazon.com Inc 3.3% HeldJPM JP Morgan Chase 3.1% HeldMU Micron Technology Inc 2.9% Added +9%AMD Advanced Micro Devices 2.7% HeldTSM Taiwan Semiconductor Mfg 2.1% HeldMETA Meta Platforms Inc. 1.9% Held
What changed