MITCHELL CAPITAL MANAGEMENT CO

RIA/Wealth

MITCHELL CAPITAL MANAGEMENT CO is a RIA/Wealth based in Leawood, KS led by Jonn Matthew Wullschleger, reporting $861.0M in AUM as of Q3 2025 with 44% Technology concentration and 44% technology allocation.

PresidentJonn Matthew Wullschleger

Portfolio Value: $569.5M
Positions: 121
Top Holding: NVDA at 9.52%
Last Reported: Q3 2025

Address11460 Tomahawk Creek Parkway, Suite 410, Leawood, KS, 66211-7822, United States

Top Holdings

Largest long holdings in MITCHELL CAPITAL MANAGEMENT CO's portfolio (44.2% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$54.2M	9.52%	+$129.7K Bought	0.00% 290.5K shares	Q1 2018 Held for 7y 8m
2 Microsoft MSFT	Software - Infrastructure Technology	$38.8M	6.81%	+$2.0M Bought	0.00% 74.9K shares	Q3 2017 Held for 8y 2m
3 Apple AAPL	Consumer Electronics Technology	$31.0M	5.43%	-$4.2M Sold	0.00% 121.6K shares	≤ Q2 2013 Held for 12y 5m+
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$24.9M	4.37%	+$1.3M Bought	0.00% 102.2K shares	Q2 2014 Held for 11y 5m
5 Broadcom Inc. AVGO	Semiconductors Technology	$23.0M	4.04%	-$4.4M Sold	0.00% 69.7K shares	Q3 2016 Held for 9y 2m
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$19.4M	3.41%	+$80.8K Bought	0.00% 26.4K shares	Q3 2023 Held for 2y 2m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$19.4M	3.41%	+$103.2K Bought	0.00% 88.4K shares	Q4 2016 Held for 8y 11m
8 JPMorgan Chase JPM	Banks - Diversified Financial Services	$19.2M	3.37%	+$774.4K Bought	0.00% 60.9K shares	Q3 2017 Held for 8y 2m
9 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$11.4M	2.00%	+$661.1K Bought	0.00% 22.7K shares	Q4 2019 Held for 5y 11m
10 Visa V	Financial - Credit Services Financial Services	$10.5M	1.85%	-$84.7K Sold	0.00% 30.8K shares	Q1 2016 Held for 9y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MITCHELL CAPITAL MANAGEMENT CO's latest filing

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Market Value

$569.5M

Prior: $524.0M

Q/Q Change

+8.69%

+$45.5M

Net Flows % of MV

-3.65%

Turnover Ratio

11.59%

New Purchases

11 stocks

$17.6M

Added To

57 stocks

+$27.9M

Sold Out Of

14 stocks

$33.8M

Reduced Holdings

26 stocks

-$32.4M

Increased Positions

Position	Shares Δ	Change
1 Tempus AI, Inc. TEM	New	0 → 70.3K +$5.7M
2 Duolingo DUOL	New	0 → 14.3K +$4.6M
3 General Electric GEV	New	0 → 6.9K +$4.2M
4 Credo Technology Group Holding Ltd CRDO	New	0 → 7.7K +$1.1M
5 iShares Core MSCI Emerging Markets IEMG	New	0 → 5.9K +$391.2K

Decreased Positions

Position	Shares Δ	Change
1 Intercontinental Exchange ICE	Sold	30.6K → 0 −$5.5M
2 Chipotle Mexican Grill CMG	Sold	87.8K → 0 −$4.7M
3 Intuitive Surgical ISRG	Sold	7.8K → 0 −$4.0M
4 The Trade Desk TTD	Sold	46.8K → 0 −$3.8M
5 EQT Corporation EQT	Sold	48.2K → 0 −$2.9M