Decatur Capital Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Decatur Capital Management, Inc. reported 37 stock positions worth $251.8 million. Its top holding was Nvidia (NVDA) at 13.8% of the portfolio, followed by Apple (AAPL, 11.6%) and Microsoft (MSFT, 10.8%). Compared with Q2 2025, it opened 2 new positions, sold out of 6, added to 23 and reduced 6. The biggest buy was AppLovin Class A (APP, shares +6%) and the biggest sale Meta Platforms Class A (META, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- Decatur, GA
- CIK
- 0001505961
- Portfolio Value
- $251.8M (Q3 2025)
- SEC Filing
- 0001376474-25-000923 ↗ filed Nov 13, 2025
Holdings Value
Holdings 37 stocks · $251.8M
| NVDA Nvidia Corp. | 13.75% | 185,595 | $34.6M | Add +1.1% |
| AAPL Apple Inc. | 11.64% | 115,103 | $29.3M | Add +1.2% |
| MSFT Microsoft Corp. | 10.76% | 52,334 | $27.1M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 5.80% | 60,045 | $14.6M | Reduce -26.7% |
| AMZN Amazon.com Inc. | 5.32% | 60,992 | $13.4M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 4.76% | 16,326 | $12.0M | Reduce -16.4% |
| AVGO Broadcom Inc. | 4.52% | 34,492 | $11.4M | Add +3.1% |
| KLAC KLA Corp. | 3.94% | 9,199 | $9.9M | Add +3.9% |
| APP AppLovin Corp. Class A | 3.46% | 12,138 | $8.7M | Add +6.4% |
| MA Mastercard Inc. Class A | 2.72% | 12,027 | $6.8M | Reduce -0.0% |
| ORCL Oracle Corp. | 2.49% | 22,279 | $6.3M | Add +6.5% |
| LLY Eli Lilly & Co. | 2.36% | 7,795 | $5.9M | Add +0.2% |
| NFLX Netflix Inc. | 2.30% | 4,836 | $5.8M | No change |
| BKNG Booking Holdings Inc. | 2.22% | 1,036 | $5.6M | Add +0.3% |
| APH Amphenol Corp. Class A | 1.86% | 37,756 | $4.7M | Add +8.3% |
| FTNT Fortinet Inc. | 1.58% | 47,463 | $4.0M | Add +9.4% |
| INTU Intuit Inc. | 1.48% | 5,446 | $3.7M | Add +8.9% |
| HD Home Depot Inc. | 1.43% | 8,896 | $3.6M | Reduce -0.0% |
| DRI Darden Restaurants Inc. | 1.37% | 18,087 | $3.4M | Add +0.0% |
| VMC Vulcan Materials Co. | 1.37% | 11,177 | $3.4M | Add +0.4% |
| COST Costco Wholesale Corp. | 1.35% | 3,666 | $3.4M | Add +0.4% |
| KO The Coca-Cola Co. | 1.34% | 50,748 | $3.4M | New |
| CME Cme Group Inc. | 1.33% | 12,359 | $3.3M | Add +0.3% |
| CDNS Cadence Design SYS Inc. | 1.20% | 8,628 | $3.0M | Add +12.5% |
| DLR Digital Realty Trust Inc. | 1.12% | 16,356 | $2.8M | Add +0.3% |
| DOCS Doximity Inc. Class A | 1.11% | 38,183 | $2.8M | New |
| VEEV Veeva Systems Inc. Class A | 1.01% | 8,540 | $2.5M | Add +39.5% |
| MS Morgan Stanley | 1.01% | 15,995 | $2.5M | Reduce -0.0% |
| TMO Thermo Fisher Scientific Inc. | 0.94% | 4,874 | $2.4M | Add +15.1% |
| LMT Lockheed Martin Corp. | 0.84% | 4,259 | $2.1M | No change |
| SPGI S&P Global Inc. | 0.83% | 4,289 | $2.1M | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.73% | 4,664 | $1.8M | Add +0.6% |
| CPRT Copart Inc. | 0.65% | 36,414 | $1.6M | Add +0.8% |
| ITW Illinois Tool Works | 0.63% | 6,072 | $1.6M | No change |
| EOG EOG Resources Inc. | 0.52% | 11,644 | $1.3M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 700 | $466K | No change |
| AMD Advanced Micro Devices | 0.10% | 1,534 | $248K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| META Meta Platforms Inc. Class A | Reduce -16.4% | 4.76% | −1.55 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −1.16 |
| NVR NVR Inc. | Sold out | 0.00% | −0.92 |
| AMZN Amazon.com Inc. | Reduce -0.0% | 5.32% | −0.54 |
| GOOGL Alphabet Inc. Class A | Reduce -26.7% | 5.80% | −0.53 |
| MA Mastercard Inc. Class A | Reduce -0.0% | 2.72% | −0.24 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.09 |
| LYG Lloyds Banking Group PLC-ADR | Sold out | 0.00% | −0.08 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −0.07 |
| TELFY Telefonica SA-Spon ADR | Sold out | 0.00% | −0.04 |
| HD Home Depot Inc. | Reduce -0.0% | 1.43% | +0.00 |
| MS Morgan Stanley | Reduce -0.0% | 1.01% | +0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| APP AppLovin Corp. Class A | Add +6.4% | 3.46% | +1.71 |
| AAPL Apple Inc. | Add +1.2% | 11.64% | +1.42 |
| KO The Coca-Cola Co. | New | 1.34% | +1.34 |
| DOCS Doximity Inc. Class A | New | 1.11% | +1.11 |
| NVDA Nvidia Corp. | Add +1.1% | 13.75% | +1.04 |
| ORCL Oracle Corp. | Add +6.5% | 2.49% | +0.49 |
| AVGO Broadcom Inc. | Add +3.1% | 4.52% | +0.48 |
| KLAC KLA Corp. | Add +3.9% | 3.94% | +0.47 |
| APH Amphenol Corp. Class A | Add +8.3% | 1.86% | +0.35 |
| VEEV Veeva Systems Inc. Class A | Add +39.5% | 1.01% | +0.24 |
| TMO Thermo Fisher Scientific Inc. | Add +15.1% | 0.94% | +0.19 |
| CDNS Cadence Design SYS Inc. | Add +12.5% | 1.20% | +0.17 |
| VMC Vulcan Materials Co. | Add +0.4% | 1.37% | +0.09 |
| EOG EOG Resources Inc. | Add +0.7% | 0.52% | −0.09 |
| DLR Digital Realty Trust Inc. | Add +0.3% | 1.12% | −0.12 |
| CPRT Copart Inc. | Add +0.8% | 0.65% | −0.13 |
| CME Cme Group Inc. | Add +0.3% | 1.33% | −0.16 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.6% | 0.73% | −0.18 |
| COST Costco Wholesale Corp. | Add +0.4% | 1.35% | −0.23 |
| INTU Intuit Inc. | Add +8.9% | 1.48% | −0.25 |
| LLY Eli Lilly & Co. | Add +0.2% | 2.36% | −0.29 |
| DRI Darden Restaurants Inc. | Add +0.0% | 1.37% | −0.36 |
| BKNG Booking Holdings Inc. | Add +0.3% | 2.22% | −0.40 |
| FTNT Fortinet Inc. | Add +9.4% | 1.58% | −0.42 |
| MSFT Microsoft Corp. | Add +1.0% | 10.76% | −0.52 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $294.8M | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q1 2026 | 33 | $218.6M | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q4 2025 | 34 | $245.8M | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q3 2025 | 37 | $251.8M | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q2 2025 | 41 | $228.4M | NVDA, MSFT, AAPL, GOOGL, META |
| Q1 2025 | 39 | $192.8M | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q4 2024 | 46 | $219.4M | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q3 2024 | 50 | $217.2M | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q2 2024 | 48 | $206.2M | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q1 2024 | 48 | $183.9M | MSFT, AAPL, NVDA, GOOGL, AMZN |