Decatur Capital Management, Inc. 13F 持仓 · 2026年Q2
Decatur Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 2.95 亿美元。前几大持仓：NVDA（11.79%）、AAPL（10.60%）、GOOGL（6.82%）。本季前 25 大持仓中：新建仓 8 只、增持 15 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | $34.7M | 11.79% | 173,655 | 增持 |
| 2 | AAPL | Apple Inc. | $31.2M | 10.60% | 107,989 | 增持 |
| 3 | GOOGL | Alphabet Inc Class A | $20.1M | 6.82% | 56,285 | 增持 |
| 4 | MSFT | Microsoft Corporation | $19.7M | 6.67% | 52,740 | 增持 |
| 5 | AMZN | Amazon.com Inc. | $17.2M | 5.83% | 72,062 | 增持 |
| 6 | KLAC | KLA Corporation | $12.9M | 4.37% | 42,670 | 增持 |
| 7 | AVGO | Broadcom Limited | $12.1M | 4.11% | 32,078 | 减持 |
| 8 | META | Meta Platforms, Inc. | $10.5M | 3.55% | 18,592 | 增持 |
| 9 | AME | Ametek Inc. | $9.4M | 3.19% | 38,834 | 增持 |
| 10 | LLY | Eli Lilly & Co. | $8.8M | 2.97% | 7,301 | 增持 |
| 11 | SNA | Snap-On Inc. | $8.0M | 2.71% | 19,858 | 新建仓 |
| 12 | APH | Amphenol Corp. | $6.2M | 2.12% | 35,370 | 增持 |
| 13 | MA | Mastercard Inc. | $5.8M | 1.96% | 11,267 | 持平 |
| 14 | ECL | Ecolab Inc | $5.7M | 1.92% | 20,285 | 新建仓 |
| 15 | TDY | Teledyne Technologies Inc. | $5.4M | 1.84% | 8,134 | 新建仓 |
| 16 | IDXX | Idexx Laboratories, Inc. | $4.9M | 1.67% | 9,337 | 新建仓 |
| 17 | NDSN | Nordson Corporation | $4.9M | 1.67% | 16,352 | 新建仓 |
| 18 | TJX | TJX Companies Inc. | $4.7M | 1.59% | 30,868 | 增持 |
| 19 | ROP | Roper Technologies, Inc. | $4.4M | 1.50% | 13,065 | 新建仓 |
| 20 | LRCX | Lam Research Corporation | $4.0M | 1.35% | 9,160 | 新建仓 |
| 21 | KO | Coca-Cola Company | $3.9M | 1.31% | 47,440 | 增持 |
| 22 | GOOG | Alphabet Inc. Class C | $3.8M | 1.28% | 10,700 | 新建仓 |
| 23 | DRI | Darden Restaurants Inc | $3.5M | 1.18% | 16,917 | 增持 |
| 24 | SPGI | S&P Global Inc. | $3.3M | 1.12% | 8,096 | 增持 |
| 25 | NFLX | Netflix Inc | $3.2M | 1.10% | 45,289 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR