Carderock Capital Management Inc - Q22026 Holdings

Carderock Capital Management Inc holds 67 stocks with a total portfolio value of $ 455.76M as of Q22026. In Q22026, Carderock Capital Management Inc added 3 new positions, increased stakes in 25 stocks, reduced 28 holdings, and fully exited 9 positions. The largest holding is Lam Research Corp (LRCX), representing 7.02% of the total portfolio.