Carderock Capital Management Inc - Q32026 Holdings

Carderock Capital Management Inc holds 70 stocks with a total portfolio value of $ 435.33M as of Q32026. In Q32026, Carderock Capital Management Inc added 7 new positions, increased stakes in 20 stocks, reduced 30 holdings, and fully exited 4 positions. The largest holding is Lam Research Corp (LRCX), representing 4.80% of the total portfolio.