MondegarAI
WISCONSIN CAPITAL MANAGEMENT LLC

Q3 2024 · 13F-HR

WISCONSIN CAPITAL MANAGEMENT LLCholdings as filed

Filed 2024-10-30 · accession 0000926833-24-000005

$190.5M
Reported value
49
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$20.8M10.9%171,573CommonNONE
594918104MSFTMICROSOFT CORP$11.1M5.83%25,813CommonNONE
037833100AAPLAPPLE INC$11.1M5.83%47,651CommonNONE
02079K305GOOGLALPHABET INC$10.0M5.24%60,183CommonNONE
57636Q104MAMASTERCARD INCORPORATED$9.1M4.79%18,466CommonNONE
92826C839VVISA INC$8.7M4.57%31,656CommonNONE
670100205NVONOVO-NORDISK A S$8.0M4.19%67,029CommonNONE
96208T104WEXWEX INC$7.1M3.71%33,675CommonNONE
58733R102MELIMERCADOLIBRE INC$7.0M3.68%3,412CommonNONE
532457108LLYELI LILLY & CO$6.6M3.46%7,439CommonNONE
025816109AXPAMERICAN EXPRESS CO$6.4M3.38%23,769CommonNONE
023135106AMZNAMAZON COM INC$6.0M3.17%32,422CommonNONE
00724F101ADBEADOBE INC$5.2M2.75%10,109CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$5.1M2.65%30,790CommonNONE
918284100VSECVSE CORP$4.8M2.53%58,172CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$4.8M2.51%9,725CommonNONE
888787108TOSTTOAST INC$4.6M2.39%160,825CommonNONE
217204106CPRTCOPART INC$4.5M2.38%86,566CommonNONE
46436E718SGOVISHARES TR$4.4M2.32%43,837CommonNONE
052769106ADSKAUTODESK INC$4.4M2.29%15,831CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.9M2.05%4,405CommonNONE
337738108FISVFISERV INC$3.8M2.00%21,175CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$3.6M1.88%44,676CommonNONE
30231G102XOMEXXON MOBIL CORP$3.4M1.78%28,945CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.3M1.74%7,121CommonNONE
718546104PSXPHILLIPS 66$2.7M1.44%20,875CommonNONE
21036P108STZCONSTELLATION BRANDS INC$2.7M1.42%10,497CommonNONE
713448108PEPPEPSICO INC$2.3M1.19%13,360CommonNONE
26856L103ELFE L F BEAUTY INC$2.0M1.05%18,273CommonNONE
58933Y105MRKMERCK & CO INC$1.9M1.00%16,754CommonNONE
291011104EMREMERSON ELEC CO$1.6M0.83%14,510CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.4M0.75%8,265CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.1M0.59%22,000CommonNONE
02079K107GOOGALPHABET INC$1.1M0.59%6,760CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$1.0M0.55%12,500CommonNONE
871607107SNPSSYNOPSYS INC$787,4360.41%1,555CommonNONE
78468R101SPTSSPDR SER TR$637,4320.33%21,674CommonNONE
863667101SYKSTRYKER CORPORATION$498,5390.26%1,380CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$474,0310.25%1,749CommonNONE
46138E107GOVIINVESCO EXCH TRADED FD TR II$436,2000.23%15,000CommonNONE
46090E103QQQINVESCO QQQ TR$305,5320.16%626CommonNONE
88162G103TTEKTETRA TECH INC NEW$274,7070.14%5,825CommonNONE
464287440IEFISHARES TR$250,2060.13%2,550CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP.$244,8110.13%1,435CommonNONE
002824100ABTABBOTT LABS$228,0200.12%2,000CommonNONE
808513105SCHWSCHWAB CHARLES CORP$226,8350.12%3,500CommonNONE
478160104JNJJOHNSON & JOHNSON$202,5750.11%1,250CommonNONE
742718109PGPROCTER AND GAMBLE CO$200,3920.11%1,157CommonNONE
75644T100RCATRED CAT HLDGS INC$50,8000.03%20,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.