Investor Details
| Filer Name: | PROVIDENT INVESTMENT MANAGEMENT, INC. |
|---|---|
| CIK: | 1076964 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-12 |
| Number of Holdings: | 74 |
| Portfolio Value: | $1.05B |
Provident Investment Management, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| V | US | VISA INC-CLASS A SHARES | 267,369 | $84M | 8.06% | -1.1% | - |
| GOOG | US | ALPHABET INC-CL C | 401,648 | $76M | 7.30% | -1.2% | - |
| CPRT | US | COPART INC | 1,299,785 | $75M | 7.12% | -1.7% | - |
| CPAY | US | CORPAY INC | 210,975 | $71M | 6.81% | -1.9% | - |
| MSFT | US | MICROSOFT CORP | 167,535 | $71M | 6.74% | -1.4% | - |
| BKNG | US | BOOKING HOLDINGS INC | 13,458 | $67M | 6.38% | -2.7% | - |
| VRTX | US | VERTEX PHARMACEUTICALS INC | 155,066 | $62M | 5.96% | -0.3% | - |
| FAST | US | FASTENAL CO | 861,690 | $62M | 5.91% | -2.0% | - |
| ICE | US | INTERCONTINENTAL EXCHANGE IN | 313,533 | $47M | 4.46% | -1.9% | - |
| SCHW | US | SCHWAB (CHARLES) CORP | 611,142 | $45M | 4.32% | -2.0% | - |
| AMZN | US | AMAZON.COM INC | 203,519 | $45M | 4.26% | 3.6% | - |
| UNH | US | UNITEDHEALTH GROUP INC | 87,347 | $44M | 4.22% | -1.2% | - |
| FI | US | FISERV INC | 208,837 | $43M | 4.09% | -0.7% | - |
| TTWO | US | TAKE-TWO INTERACTIVE SOFTWRE | 173,333 | $32M | 3.04% | 2.7% | - |
| ALGN | US | ALIGN TECHNOLOGY INC | 152,215 | $32M | 3.03% | 2.4% | - |
| ADBE | US | ADOBE INC | 69,173 | $31M | 2.93% | 3.8% | - |
| ORLY | US | O'REILLY AUTOMOTIVE INC | 25,816 | $31M | 2.92% | -0.5% | - |
| DHI | US | DR HORTON INC | 160,930 | $23M | 2.15% | -49.8% | - |
| UBER | US | UBER TECHNOLOGIES INC | 328,881 | $20M | 1.89% | 100.0% | - |
| LW | US | LAMB WESTON HOLDINGS INC | 293,086 | $20M | 1.87% | 2535.7% | - |