Decatur Capital Management, Inc.

CIK: 0001505961SEC EDGAR →

Portfolio Value

$245.0B

Holdings

34

As of

Q4 2025

New Positions

2

Closed Positions

6

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA Corp

176,370$32.0B
13.06%
2

Apple Inc.

109,663$29.0B
11.84%
3

Microsoft Corporation

49,445$23.0B
9.39%
4

Alphabet Inc Class A

57,158$17.0B
6.94%
5

Amazon.com Inc.

58,190$13.0B
5.31%
6

Broadcom Limited

32,771$11.0B
4.49%
7

Meta Platforms, Inc.

15,514$10.0B
4.08%
8

Ametek Inc.

39,429$8.0B
3.27%
9

KLA Corporation

6,552$7.0B
2.86%
10

Eli Lilly & Co.

7,412$7.0B
2.86%

Quarterly Changes

Top Buys

AMENEW
$8.0B
TJXNEW
$4.0B
NFLX↑ Increased
$1.8B

Top Sells

MSFT↓ Decreased
$4.1B
KLAC↓ Decreased
$2.9B
FQICLOSED
$2.8B
NVDA↓ Decreased
$2.6B
GOOGL↓ Decreased
$2.4B

New Positions (2)

$8.0B · 39K shares
$4.0B · 31K shares

Closed Positions (5)

$2.8B · 16K shares
$1.6B · 36K shares
$1.3B · 12K shares
$466.3M · 700 shares
$248.2M · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Technology11$125.0B54.8%
Communication Services3$31.0B13.6%
Consumer Cyclical5$27.0B11.8%
Healthcare5$13.0B5.7%
Financial Services3$11.0B4.8%
Industrials3$10.0B4.4%
Consumer Defensive2$6.0B2.6%
Basic Materials1$3.0B1.3%
Unknown1$2.0B0.9%