Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CARDEROCK CAPITAL MANAGEMENT INC (CIK 1168889) reported $404.8M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LRCX ($20.5M, 5.06%), GOOGL ($16.6M, 4.10%), APH ($14.3M, 3.54%), AAPL ($13.4M, 3.30%), MPWR ($12.8M, 3.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | $20.5M | 5.06% | 95,798 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $16.6M | 4.10% | 57,782 | Trimmed |
| 3 | APH | AMPHENOL CORP NEW | $14.3M | 3.54% | 113,454 | Trimmed |
| 4 | AAPL | APPLE INC | $13.4M | 3.30% | 52,711 | Added |
| 5 | MPWR | MONOLITHIC PWR SYS INC | $12.8M | 3.15% | 11,665 | Added |
| 6 | PWR | QUANTA SVCS INC | $12.6M | 3.10% | 22,869 | Trimmed |
| 7 | LLY | ELI LILLY & CO | $11.6M | 2.86% | 12,582 | Added |
| 8 | MA | MASTERCARD INCORPORATED | $11.5M | 2.83% | 22,964 | Added |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | $10.5M | 2.58% | 21,269 | Added |
| 10 | HEI | HEICO CORP NEW | $10.3M | 2.54% | 37,525 | Added |
| 11 | PH | PARKER-HANNIFIN CORP | $10.1M | 2.50% | 11,319 | Added |
| 12 | MSFT | MICROSOFT CORP | $10.0M | 2.46% | 26,928 | Added |
| 13 | AME | AMETEK INC | $9.8M | 2.41% | 45,496 | Added |
| 14 | COST | COSTCO WHSL CORP NEW | $9.7M | 2.39% | 9,716 | Added |
| 15 | SPGI | S&P GLOBAL INC | $9.6M | 2.37% | 22,567 | Trimmed |
| 16 | ORLY | OREILLY AUTOMOTIVE INC | $9.4M | 2.33% | 102,303 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $9.3M | 2.31% | 53,610 | Added |
| 18 | IDXX | IDEXX LABS INC | $9.3M | 2.29% | 16,466 | Trimmed |
| 19 | STE | STERIS PLC | $8.6M | 2.12% | 38,751 | Added |
| 20 | ISRG | INTUITIVE SURGICAL INC | $8.5M | 2.11% | 18,539 | Added |
| 21 | MNST | MONSTER BEVERAGE CORP NEW | $8.4M | 2.09% | 116,496 | Added |
| 22 | MSI | MOTOROLA SOLUTIONS INC | $7.7M | 1.91% | 17,857 | Added |
| 23 | SHW | SHERWIN WILLIAMS CO | $7.7M | 1.90% | 23,948 | Trimmed |
| 24 | CTAS | CINTAS CORP | $7.7M | 1.90% | 45,525 | Trimmed |
| 25 | CDNS | CADENCE DESIGN SYSTEM INC | $7.6M | 1.87% | 27,308 | Added |
Source: SEC Form 13F filings · as of 2026-03-31