MondegarAI
Decatur Capital Management, Inc.

Q1 2025 · 13F-HR

Decatur Capital Management, Inc.holdings as filed

Filed 2025-05-14 · accession 0001376474-25-000457

$192.8M
Reported value
39
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc.$25.3M13.1%113,780CommonSOLE
67066G104NVDANVIDIA Corp$19.9M10.3%183,664CommonSOLE
594918104MSFTMicrosoft Corporation$19.4M10.1%51,812CommonSOLE
02079K305GOOGLAlphabet Inc Class A$12.7M6.57%81,954CommonSOLE
023135106AMZNAmazon.com Inc.$11.6M6.02%60,996CommonSOLE
30303M102METAMeta Platforms, Inc.$11.3M5.84%19,533CommonSOLE
57636Q104MAMastercard Inc.$6.6M3.42%12,028CommonSOLE
532457108LLYEli Lilly & Co.$6.4M3.33%7,780CommonSOLE
482480100KLACKLA Corporation$6.0M3.12%8,851CommonSOLE
11135F101AVGOBroadcom Limited$5.6M2.90%33,425CommonSOLE
09857L108BKNGBooking Holdings Inc.$4.8M2.47%1,033CommonSOLE
64110L106NFLXNetflix Inc$4.5M2.34%4,836CommonSOLE
34959E109FTNTFortinet, Inc$4.2M2.17%43,371CommonSOLE
237194105DRIDarden Restaurants Inc$3.8M1.95%18,063CommonSOLE
22160K105COSTCostco Wholesale Corp$3.5M1.79%3,650CommonSOLE
337738108FISVFiserv Inc.$3.3M1.70%14,862CommonSOLE
437076102HDHome Depot Inc.$3.3M1.69%8,897CommonSOLE
12572Q105CMECME Group Inc.$3.3M1.69%12,273CommonSOLE
461202103INTUIntuit Inc.$3.1M1.59%4,999CommonSOLE
68389X105ORCLOracle Corporation$2.9M1.52%20,913CommonSOLE
91307C102UTHRUnited Therapeutics Corp.$2.8M1.48%9,229CommonSOLE
929160109VMCVulcan Materials Co$2.6M1.35%11,134CommonSOLE
253868103DLRDigital Realty Trust, Inc$2.3M1.21%16,312CommonSOLE
032095101APHAmphenol Corp.$2.3M1.19%34,853CommonSOLE
92532F100VRTXVertex Pharmaceuticals$2.2M1.17%4,638CommonSOLE
78409V104SPGIS&P Global Inc.$2.2M1.13%4,289CommonSOLE
883556102TMOThermo Fisher Scientific, Inc.$2.1M1.09%4,235CommonSOLE
62944T105NVRNVR Inc$2.1M1.07%284CommonSOLE
217204106CPRTCopart, Inc (DE)$2.0M1.06%36,113CommonSOLE
127387108CDNSCadence Design Systems, Inc.$2.0M1.01%7,672CommonSOLE
539830109LMTLockheed Martin Corp.$1.9M0.99%4,259CommonSOLE
617446448MSMorgan Stanley$1.9M0.97%15,996CommonSOLE
452308109ITWIllinois Tool Works Inc.$1.5M0.78%6,072CommonSOLE
26875P101EOGEOG Resources Inc$1.5M0.77%11,563CommonSOLE
922475108VEEVVeeva Systems Inc.$1.4M0.74%6,123CommonSOLE
78462F103SPYSPDR S&P 500$391,5730.20%700CommonSOLE
539439109LYGLloyd's Bank Group$164,6340.09%43,098CommonSOLE
05964H105SANBanco Santander SA ADS$124,8610.06%18,636CommonSOLE
879382208TELFYTelefonica SA$77,5890.04%16,650CommonSOLE

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.