MondegarAI
Decatur Capital Management, Inc.

Q2 2024 · 13F-HR

Decatur Capital Management, Inc.holdings as filed

Filed 2024-08-14 · accession 0001376474-24-000451

$206.2M
Reported value
48
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc.$24.2M11.7%115,026CommonSOLE
67066G104NVDANVIDIA Corp$24.2M11.7%195,490CommonSOLE
594918104MSFTMicrosoft Corporation$20.5M9.93%45,799CommonSOLE
02079K305GOOGLAlphabet Inc Class A$15.1M7.32%82,914CommonSOLE
023135106AMZNAmazon.com Inc.$11.9M5.78%61,692CommonSOLE
30303M102METAMeta Platforms, Inc.$10.0M4.83%19,765CommonSOLE
532457108LLYEli Lilly & Co.$7.1M3.46%7,872CommonSOLE
482480100KLACKLA Corporation$6.1M2.97%7,433CommonSOLE
57636Q104MAMastercard Inc.$5.4M2.60%12,171CommonSOLE
11135F101AVGOBroadcom Limited$5.1M2.46%3,166CommonSOLE
92532F100VRTXVertex Pharmaceuticals$4.2M2.02%8,901CommonSOLE
09857L108BKNGBooking Holdings Inc.$4.1M2.01%1,045CommonSOLE
127387108CDNSCadence Design Systems, Inc.$4.0M1.92%12,857CommonSOLE
562750109MANHManhattan Associates, Inc.$3.7M1.79%14,972CommonSOLE
91324P102UNHUnitedHealth Group, Inc.$3.6M1.75%7,079CommonSOLE
461202103INTUIntuit Inc.$3.3M1.61%5,051CommonSOLE
64110L106NFLXNetflix Inc$3.3M1.60%4,895CommonSOLE
22160K105COSTCostco Wholesale Corp$3.1M1.52%3,691CommonSOLE
437076102HDHome Depot Inc.$3.1M1.50%9,001CommonSOLE
00724F101ADBEAdobe Inc.$3.1M1.50%5,575CommonSOLE
75886F107REGNRegeneron Pharmaceuticals$2.8M1.36%2,674CommonSOLE
929160109VMCVulcan Materials Co$2.8M1.36%11,253CommonSOLE
053015103ADPAutomatic Data Processing Inc.$2.8M1.34%11,580CommonSOLE
032095101APHAmphenol Corp.$2.4M1.15%35,262CommonSOLE
883556102TMOThermo Fisher Scientific, Inc.$2.4M1.15%4,282CommonSOLE
882508104TXNTexas Instruments,Inc.$2.2M1.07%11,338CommonSOLE
62944T105NVRNVR Inc$2.2M1.06%288CommonSOLE
539830109LMTLockheed Martin Corp.$2.0M0.98%4,306CommonSOLE
217204106CPRTCopart, Inc (DE)$2.0M0.96%36,477CommonSOLE
G1151C101ACNAccenture PLC$2.0M0.96%6,506CommonSOLE
78409V104SPGIS&P Global Inc.$1.9M0.94%4,333CommonSOLE
12514G108CDWCDW Corporation$1.9M0.93%8,600CommonSOLE
34959E109FTNTFortinet, Inc$1.8M0.88%30,060CommonSOLE
617446448MSMorgan Stanley$1.6M0.76%16,167CommonSOLE
592688105MTDMettler-Toledo Intl$1.5M0.73%1,074CommonSOLE
26875P101EOGEOG Resources Inc$1.5M0.71%11,693CommonSOLE
452308109ITWIllinois Tool Works Inc.$1.5M0.71%6,138CommonSOLE
126408103CSXCSX Corporation$1.4M0.67%41,339CommonSOLE
229663109CUBECubeSmart$1.3M0.65%29,710CommonSOLE
922475108VEEVVeeva Systems Inc.$1.1M0.55%6,177CommonSOLE
670346105NUENucor Corporation$824,2290.40%5,214CommonSOLE
78462F103SPYSPDR S&P 500$380,9540.18%700CommonSOLE
007903107AMDAdvanced Micro Devices$251,1010.12%1,548CommonSOLE
670100205NVONovo-Nordisk A/S$239,3750.12%1,677CommonSOLE
45857P806IHGIntercontinental Hotels Group$207,2380.10%1,956CommonSOLE
539439109LYGLloyd's Bank Group$118,0230.06%43,232CommonSOLE
05964H105SANBanco Santander SA ADS$86,2850.04%18,636CommonSOLE
879382208TELFYTelefonica SA$70,3110.03%16,701CommonSOLE

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.