MONTAG & CALDWELL, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, MONTAG & CALDWELL, LLC opened 2 positions, added to 14, reduced 28, sold out of 21 and left 52 unchanged. The largest increase in value was PANW (+$8,549,754); the largest decrease was AAPL (-$9,804,033).
- PANW: Country of operation United States; Class COM; Shares 2025-03-31 45,427; Shares 2025-06-30 79,659.
- NVDA: Country of operation United States; Class COM; Shares 2025-03-31 86,090; Shares 2025-06-30 104,921.
- LLY: Country of operation United States; Class COM; Shares 2025-03-31 12,815; Shares 2025-06-30 17,546.
- UBER: Country of operation United States; Class COM; Shares 2025-03-31 147,174; Shares 2025-06-30 147,625.
Two Form 13F-HR filings compared (SEC CIK 67698): 2025-03-31 (filed 2025-05-13) and 2025-06-30 (filed 2025-08-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-03-31 | Shares 2025-06-30 | Share change | Value 2025-03-31 | Value 2025-06-30 | Value change |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 45,427 | 79,659 | +34,232 | $7,751,663 | $16,301,417 | +$8,549,754 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 86,090 | 104,921 | +18,831 | $9,330,434 | $16,576,468 | +$7,246,034 |
|---|
LLY
ELI LILLY & CO | United States | COM | 12,815 | 17,546 | +4,731 | $10,584,037 | $13,677,633 | +$3,093,596 |
|---|
UBER
UBER TECHNOLOGIES INC | United States | COM | 147,174 | 147,625 | +451 | $10,723,098 | $13,773,412 | +$3,050,314 |
|---|
JBHT
HUNT J B TRANS SVCS INC | United States | COM | 40,415 | 56,407 | +15,992 | $5,979,399 | $8,100,045 | +$2,120,646 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 37,328 | 39,887 | +2,559 | $13,870,487 | $15,750,091 | +$1,879,604 |
|---|
DASH
DOORDASH INC | United States | CL A | 3,462 | 5,711 | +2,249 | $632,750 | $1,407,819 | +$775,069 |
|---|
EW
EDWARDS LIFESCIENCES CORP | United States | COM | 88,413 | 90,353 | +1,940 | $6,408,174 | $7,066,508 | +$658,334 |
|---|
MRVL
MARVELL TECHNOLOGY INC | United States | COM | 10,191 | 15,252 | +5,061 | $627,460 | $1,180,505 | +$553,045 |
|---|
META
META PLATFORMS INC | United States | CL A | 1,612 | 1,838 | +226 | $929,092 | $1,356,609 | +$427,517 |
|---|
PINS
PINTEREST INC | United States | CL A | 39,614 | 44,856 | +5,242 | $1,228,034 | $1,608,536 | +$380,502 |
|---|
GMED
GLOBUS MED INC | United States | CL A | 9,101 | 15,480 | +6,379 | $666,193 | $913,630 | +$247,437 |
|---|
RJF
RAYMOND JAMES FINL INC | United States | COM | 10,246 | 10,426 | +180 | $1,423,272 | $1,599,036 | +$175,764 |
|---|
CPRT
COPART INC | United States | COM | 16,466 | 21,152 | +4,686 | $931,811 | $1,037,929 | +$106,118 |
|---|
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