Decatur Capital Management, Inc.

Long Only Manager

Decatur Capital Management, Inc. is a Long Only Manager based in Decatur, GA led by Degas A Wright, managing $251.8M across 37 long positions as of Q3 2025 with 57% Technology concentration, 67% concentrated in top 10 holdings, and 57% technology allocation.

CEODegas A Wright

Portfolio Value: $251.8M
Positions: 37
Top Holding: NVDA at 13.75%
Last Reported: Q3 2025

Address160 Clairemont Avenue, Suite 200, Decatur, GA, 30030, United States

Top Holdings

Largest long holdings in Decatur Capital Management, Inc.'s portfolio (66.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$34.6M	13.75%	+$360.3K Bought	0.00% 185.6K shares	Q4 2019 Held for 5y 11m
2 Apple AAPL	Consumer Electronics Technology	$29.3M	11.64%	+$336.9K Bought	0.00% 115.1K shares	Q1 2015 Held for 10y 8m
3 Microsoft MSFT	Software - Infrastructure Technology	$27.1M	10.76%	+$270.4K Bought	0.00% 52.3K shares	Q4 2015 Held for 9y 11m
4 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$14.6M	5.80%	-$5.3M Sold	0.00% 60.0K shares	Q3 2015 Held for 10y 2m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$13.4M	5.32%	-$878.3 Sold	0.00% 61.0K shares	Q3 2015 Held for 10y 2m
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$12.0M	4.76%	-$2.4M Sold	0.00% 16.3K shares	Q1 2023 Held for 2y 8m
7 Broadcom Inc. AVGO	Semiconductors Technology	$11.4M	4.52%	+$342.8K Bought	0.00% 34.5K shares	Q4 2023 Held for 1y 11m
8 KLA Corporation KLAC	Semiconductors Technology	$9.9M	3.94%	+$375.4K Bought	0.01% 9.2K shares	Q4 2018 Held for 6y 11m
9 Applovin Corporation APP	Software - Application Technology	$8.7M	3.46%	+$526.0K Bought	0.00% 12.1K shares	Q2 2025 Held for 5 months
10 Mastercard MA	Financial - Credit Services Financial Services	$6.8M	2.72%	-$568.8 Sold	0.00% 12.0K shares	Q2 2020 Held for 5y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Decatur Capital Management, Inc.'s latest filing

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Market Value

$251.8M

Prior: $228.4M

Q/Q Change

+10.27%

+$23.5M

Net Flows % of MV

-2.06%

Turnover Ratio

4.82%

New Purchases

1 stocks

$2.8M

Added To

23 stocks

+$5.1M

Sold Out Of

6 stocks

$5.4M

Reduced Holdings

6 stocks

-$7.7M

Increased Positions

Position	Shares Δ	Change
1 Doximity DOCS	New	0 → 38.2K +$2.8M
2 Veeva Systems VEEV	+39.47%	6.1K → 8.5K +$720.0K
3 Thermo Fisher Scientific TMO	+15.09%	4.2K → 4.9K +$309.9K
4 Cadence Design Systems CDNS	+12.46%	7.7K → 8.6K +$335.8K
5 Fortinet FTNT	+9.43%	43.4K → 47.5K +$344.1K

Decreased Positions

Position	Shares Δ	Change
1 United Therapeutics UTHR	Sold	9.2K → 0 −$2.7M
2 NVR NVR	Sold	284.0 → 0 −$2.1M
3 SAP SAP SAP	Sold	679.0 → 0 −$206.5K
4 LYG Lloyds Banking Group LYG	Sold	43.1K → 0 −$183.2K
5 SAN Banco Santander SAN	Sold	18.6K → 0 −$154.7K

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Analytics

Portfolio insights and performance metrics for Decatur Capital Management, Inc.

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Sector Allocation

Technology

56.80%

Communication Services

12.90%

Consumer Cyclical

11.00%

Healthcare

6.10%

Financial Services

5.90%

Consumer Defensive

2.70%

Industrials

1.50%

Basic Materials

1.40%

Real Estate

1.10%

Energy

0.50%

ETF

0.20%

Market Cap Distribution

Mega Cap (> $200B)

75.10%

Large Cap ($10B - $200B)

24.72%

N/A (ETF or Unknown)

0.19%

Portfolio Concentration

Top 10 Holdings %

66.66%

Top 20 Holdings %

85.12%

Top 50 Holdings %

100.0%

Top 100 Holdings %