KING LUTHER CAPITAL MANAGEMENT CORP

Q2 2020 13F-HR Holdings

Location
Fort Worth, TX
Holdings as of
6/30/2020
Date filed
8/12/2020
Form type
13F-HR
Num holdings
507
Total value ($000)
$14,418,052
Net value change ($000)
+2,869,105 (24.8%)
New positions
40
Sold out positions
33
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 211,938 42.3%
AMZN 173,264 41.3%
PYPL 164,161 81.4%
MSFT 135,748 29.3%
ADBE 121,474 35.5%
TMO 93,009 27.1%
HD 92,038 37.2%
DHR 88,190 28.6%
CFR 54,968 44.7%
RVTY 54,052 29.5%
Top Reduces (Value $000, Stocks/ETFs)
KEX -24,987 -33.9%
RTX -18,237 -100.0%
PFE -14,152 -14.5%
SWK -12,855 -100.0%
RAYTHEON CO/ -3,794 -100.0%
BRK-B -3,724 -10.0%
ROKU -3,211 -100.0%
CPAY -3,136 -36.5%
TIFFANY & CO -3,092 -100.0%
Horizon Therapeutics Public Ltd Co -2,925 -77.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type