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| Carderock Capital Management Inc
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|---|---|
| CRD # | 104570 |
| SEC # | 801-28840 |
| CIK # | 0001168889 |
| AUM | 677.0 M (2026-02-03) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 301-951-5288 |
| Address | 2 Wisconsin Circle, Suite 600 Chevy Chase, MD 20815-7020 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lam Research Corp | 32.0 | ||
| Alphabet Inc | 20.2 | ||
| Amphenol Corp /DE/ | 18.8 | ||
| Lilly Eli & Co | 15.4 | ||
| Apple Inc | 15.0 | ||
| Heico Corp | 14.3 | ||
| Monolithic Power Systems Inc | 14.2 | ||
| Quanta Services Inc | 14.1 | ||
| Fortinet Inc | 14.0 | ||
| Mastercard Inc | 12.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 30.1 |
| (b) Individuals (high net worth individuals) | 156 | 603.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.1 |
| (h) Charitable organizations | 5 | 34.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 476 | 677.0 |
| By Discretionary | ||
| Discretionary | 476 | 677.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 476 | 677.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 677.0 | |
| Total | 476 | 677.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001168889] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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