Decatur Capital Management

Decatur Capital Management as of Sept. 30, 2025

Portfolio Holdings for Decatur Capital Management

Decatur Capital Management holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 13.8 $35M 186k 186.58
Apple (AAPL) 11.6 $29M 115k 254.63
Microsoft Corporation (MSFT) 10.8 $27M 52k 517.95
Alphabet Inc Class A cs (GOOGL) 5.8 $15M 60k 243.10
Amazon (AMZN) 5.3 $13M 61k 219.57
Facebook Inc cl a (META) 4.8 $12M 16k 734.38
Broadcom (AVGO) 4.5 $11M 35k 329.91
KLA-Tencor Corporation (KLAC) 3.9 $9.9M 9.2k 1078.60
Applovin Corp Class A (APP) 3.5 $8.7M 12k 718.54
MasterCard Incorporated (MA) 2.7 $6.8M 12k 568.81
Oracle Corporation (ORCL) 2.5 $6.3M 22k 281.24
Eli Lilly & Co. (LLY) 2.4 $5.9M 7.8k 763.00
Netflix (NFLX) 2.3 $5.8M 4.8k 1198.92
Booking Holdings (BKNG) 2.2 $5.6M 1.0k 5399.27
Amphenol Corporation (APH) 1.9 $4.7M 38k 123.75
Fortinet (FTNT) 1.6 $4.0M 48k 84.08
Intuit (INTU) 1.5 $3.7M 5.4k 682.91
Home Depot (HD) 1.4 $3.6M 8.9k 405.19
Darden Restaurants (DRI) 1.4 $3.4M 18k 190.36
Vulcan Materials Company (VMC) 1.4 $3.4M 11k 307.62
Costco Wholesale Corporation (COST) 1.3 $3.4M 3.7k 925.63
Coca-Cola Company (KO) 1.3 $3.4M 51k 66.32
Cme (CME) 1.3 $3.3M 12k 270.19
Cadence Design Systems (CDNS) 1.2 $3.0M 8.6k 351.26
Digital Realty Trust Reit (DLR) 1.1 $2.8M 16k 172.88
Doximity (DOCS) 1.1 $2.8M 38k 73.15
Veeva Sys Inc cl a (VEEV) 1.0 $2.5M 8.5k 297.91
Morgan Stanley (MS) 1.0 $2.5M 16k 158.96
Thermo Fisher Scientific (TMO) 0.9 $2.4M 4.9k 485.02
Lockheed Martin Corporation (LMT) 0.8 $2.1M 4.3k 499.21
S&p Global (SPGI) 0.8 $2.1M 4.3k 486.71
Vertex Pharmaceuticals Incorporated (VRTX) 0.7 $1.8M 4.7k 391.64
Copart (CPRT) 0.7 $1.6M 36k 44.97
Illinois Tool Works (ITW) 0.6 $1.6M 6.1k 260.76
EOG Resources (EOG) 0.5 $1.3M 12k 112.12
SPDR S&P 500 Index (SPY) 0.2 $466k 700.00 666.18
Advanced Micro Devices (AMD) 0.1 $248k 1.5k 161.79