Mitchell Capital Management Co Q4 2022 vs. Q1 2023 13F Holdings Comparison

In the world of finance, investing in the stock market is an ever-changing game. Investors must keep up with the latest trends and news to make informed decisions that can benefit their financial portfolios. One of the many tools available to investors is the 13F filing, which requires institutional investors to disclose their holdings periodically. In this article, we'll delve into the Q4 2022 vs. Q1 2023 comparison of Mitchell Capital Management Co 13F holdings and analyze the changes in their portfolio.

Apple Inc (AAPL)

Mitchell Capital Management Co's Q4 2022 Apple Inc holdings amounted to 195,801 shares valued at $25,440,000. However, the number of shares decreased to 172,435 in Q1 2023, amounting to $28,434,000 in value. The change in percentage was 11.8, which indicates that the company reduced its exposure to the tech giant.

Microsoft Corp (MSFT)

The fund’s holdings of Microsoft Corp in Q4 2022 added up to 86,780 shares amounting to $20,811,000 in value. In Q1 2023, Mitchell Capital Management Co increased its holdings to 88,634 shares valued at $25,553,000. The change in percentage was 22.8, indicating that the company added to its holdings.

Alphabet Inc CL C (GOOG)

The institutional investor’s Q4 2022 holdings of Alphabet Inc CL C added up to 141,681 shares, amounting to $12,571,000 in value. The number of shares increased to 148,001 in Q1 2023, amounting to $15,392,000 in value. The change in percentage for this investment was 22.4, which indicated that the company had added to its holdings.

Nvidia Corp (NVDA)

In Q4 2022, the Mitchell Capital Management Co’s holdings of Nvidia Corp amounted to 46,410 shares valued at $6,782,000. However, the number of shares decreased to 41,622 in Q1 2023, amounting to $11,561,000 in value. The change in percentage was 70.5, indicating that the institutional investor had added to its holdings significantly.

Amazon.com Inc (AMZN)

In Q4 2022, the fund owned 111,791 shares of Amazon.com Inc, with a value of $9,390,000. In Q1 2023, Mitchell Capital Management Co's holdings decreased to 109,431 shares, amounting to $11,303,000 in value. The change in percentage was 20.4, indicating that the company reduced its investments in Amazon.

Conclusion

In conclusion, Mitchell Capital Management Co's Q4 2022 vs. Q1 2023 13F holdings comparison indicates that the institutional investor reduced its holdings in popular tech stocks like Apple and Amazon, while increasing its exposure to Microsoft and Nvidia. It is essential to remember that a change in these holdings does not necessarily indicate a change in the company's outlook or investment strategy. Hence, investors must remain up to date with the latest 13F filings and perform their due diligence before making any investment decisions.