MondegarAI
WISCONSIN CAPITAL MANAGEMENT LLC

Q4 2024 · 13F-HR

WISCONSIN CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-02-12 · accession 0000926833-25-000001

$181.9M
Reported value
47
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$21.6M11.9%160,816CommonNONE
037833100AAPLAPPLE INC$11.5M6.34%46,070CommonNONE
02079K305GOOGLALPHABET INC$10.7M5.91%56,762CommonNONE
594918104MSFTMICROSOFT CORP$10.2M5.61%24,203CommonNONE
92826C839VVISA INC$9.4M5.14%29,591CommonNONE
57636Q104MAMASTERCARD INCORPORATED$9.1M5.01%17,304CommonNONE
023135106AMZNAMAZON COM INC$7.4M4.08%33,815CommonNONE
025816109AXPAMERICAN EXPRESS CO$7.0M3.82%23,427CommonNONE
96208T104WEXWEX INC$5.8M3.21%33,320CommonNONE
58733R102MELIMERCADOLIBRE INC$5.7M3.13%3,350CommonNONE
532457108LLYELI LILLY & CO$5.7M3.13%7,375CommonNONE
670100205NVONOVO-NORDISK A S$5.4M2.99%63,179CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$5.0M2.76%9,616CommonNONE
888787108TOSTTOAST INC$5.0M2.72%135,825CommonNONE
26856L103ELFE L F BEAUTY INC$4.8M2.62%37,898CommonNONE
217204106CPRTCOPART INC$4.7M2.61%82,678CommonNONE
918284100VSECVSE CORP$4.7M2.60%49,819CommonNONE
052769106ADSKAUTODESK INC$4.6M2.51%15,449CommonNONE
00724F101ADBEADOBE INC$4.5M2.49%10,175CommonNONE
337738108FISVFISERV INC$4.4M2.41%21,303CommonNONE
46436E718SGOVISHARES TR$4.2M2.32%42,032CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.9M2.16%4,278CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3.8M2.08%31,246CommonNONE
30231G102XOMEXXON MOBIL CORP$3.1M1.71%28,945CommonNONE
21036P108STZCONSTELLATION BRANDS INC$2.1M1.17%9,596CommonNONE
718546104PSXPHILLIPS 66$2.1M1.15%18,330CommonNONE
713448108PEPPEPSICO INC$2.0M1.08%12,871CommonNONE
291011104EMREMERSON ELEC CO$1.8M0.99%14,510CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.6M0.90%8,265CommonNONE
58933Y105MRKMERCK & CO INC$1.5M0.84%15,385CommonNONE
02079K107GOOGALPHABET INC$1.3M0.71%6,760CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.1M0.63%44,000CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$1.0M0.57%37,500CommonNONE
871607107SNPSSYNOPSYS INC$767,8400.42%1,582CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$540,2270.30%1,798CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$529,3410.29%9,230CommonNONE
863667101SYKSTRYKER CORPORATION$497,9490.27%1,383CommonNONE
46138E107GOVIINVESCO EXCH TRADED FD TR II$405,4500.22%15,000CommonNONE
464285204IAUISHARES GOLD TR$320,0820.18%6,465CommonNONE
46090E103QQQINVESCO QQQ TR$320,0300.18%626CommonNONE
808513105SCHWSCHWAB CHARLES CORP$259,0350.14%3,500CommonNONE
78468R101SPTSSPDR SER TR$240,7830.13%8,300CommonNONE
88162G103TTEKTETRA TECH INC NEW$232,0680.13%5,825CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$230,1450.13%1,435CommonNONE
002824100ABTABBOTT LABS$226,2200.12%2,000CommonNONE
39813G109GDYNGRID DYNAMICS HLDGS INC$222,4000.12%10,000CommonNONE
464287440IEFISHARES TR$217,2580.12%2,350CommonNONE

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.