Carderock Capital Management Inc - Q12026 Holdings

Carderock Capital Management Inc holds 73 stocks with a total portfolio value of $ 404.81M as of Q12026. In Q12026, Carderock Capital Management Inc added 8 new positions, increased stakes in 35 stocks, reduced 19 holdings, and fully exited 4 positions. The largest holding is Lam Research Corp (LRCX), representing 5.06% of the total portfolio.