Institutions / LKCM Private Discipline Master Fund, SPC / PDLP Lawson, LLC
LKCM Private Discipline Master Fund, SPC / PDLP Lawson, LLC
CIK 310051 · Institution · as of Dec 31, 2025
Portfolio value
$24.59B
Positions
606
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 606 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $1.57B | 6.4% |
| Microsoft Corp | $1.44B | 5.9% |
| NVIDIA Corp | $1.28B | 5.2% |
| Distribution Solutions Group, Inc.DSGR | $995.83M | 4.0% |
| Alphabet Inc. | $783.24M | 3.2% |
| Amazon.com Inc | $776.73M | 3.2% |
| Alphabet Inc. | $775.34M | 3.2% |
| JPMORGAN CHASE & CO | $571.28M | 2.3% |
| Broadcom Inc. | $515.03M | 2.1% |
| Oracle Corp | $512.67M | 2.1% |
| Martin Marietta Materials Inc | $429.72M | 1.7% |
| Home Depot, Inc. | $426.85M | 1.7% |
| Bank of America Corp /De | $414.78M | 1.7% |
| Thermo Fisher Scientific Inc. | $398.88M | 1.6% |
| Cintas Corp | $340.80M | 1.4% |
| Trimble Inc. | $325.77M | 1.3% |
| Visa Inc | $323.76M | 1.3% |
| Danaher Corp /De | $313.30M | 1.3% |
| Teledyne Technologies Inc | $276.80M | 1.1% |
| Coca Cola Co | $269.33M | 1.1% |
| Emerson Electric Co | $264.51M | 1.1% |
| Ecolab Inc. | $244.95M | 1.0% |
| American Express Co | $226.31M | 0.9% |
| Linde PLC | $213.61M | 0.9% |
| O Reilly Automotive Inc | $208.11M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.