Holdings
Carderock Capital Management Inc
As of Jun 30, 2026, Carderock Capital Management Inc reported 60 positions worth US$427M. Largest: Lam Research Corporation, Alphabet Inc (google) Class C and Amphenol Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lam Research Corporation | 73,797 | US$32M | −22,001 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 56,486 | US$20.2M | −1,296 | Jun 30, 2026 |
| Amphenol Corporation | 107K | US$18.8M | −6,879 | Jun 30, 2026 |
| Eli Lilly And Company | 12,818 | US$15.4M | +236 | Jun 30, 2026 |
| Apple Inc | 51,909 | US$15M | −802 | Jun 30, 2026 |
| Heico Corporation | 55,354 | US$14.3M | +6,610 | Jun 30, 2026 |
| Monolithic Power Systems, Inc. | 10,301 | US$14.2M | −1,364 | Jun 30, 2026 |
| Quanta Services, Inc. | 19,621 | US$14.1M | −3,248 | Jun 30, 2026 |
| Fortinet, Inc. | 91,400 | US$14M | +291 | Jun 30, 2026 |
| Mastercard Incorporated | 24,357 | US$12.5M | +1,393 | Jun 30, 2026 |