Fund Update: MITCHELL CAPITAL MANAGEMENT CO Just Disclosed New Holdings

MITCHELL CAPITAL MANAGEMENT CO just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-09 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 3,765 shares of $NFLX (~$3,525,481). This was a increase of ~1069.60% from their previous position.
• An increase of 14,284 shares of $ICE (~$2,966,961). This was a increase of ~66.71% from their previous position.
• A decrease of 26,820 shares of $PEP (~$4,084,505). This was a increase of ~-90.09% from their previous position.
• A decrease of 8,063 shares of $CAVA (~$976,141). This was a increase of ~-76.15% from their previous position.
• An increase of 4,185 shares of $ELV (~$2,510,040). This was a increase of ~40.08% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for MITCHELL CAPITAL MANAGEMENT CO for more details.