Davidson Kahn Capital Management, LLC
Q2 2025 13F Holdings
- Locationsherman oaks, CA
- Num holdings
58
- Value ($000)
$155,975
- Date Filed07/22/2025
- Form type13F-HR
- CIK0002055535
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $16.77M | 11 % | 29,479 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $13.12M | 8 % | 72,064 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11.11M | 7 % | 20,087 | ||
AMZN AMAZON COM INC | COM | 023135106 | $10.20M | 7 % | 46,472 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $10.12M | 7 % | 423,629 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $5.24M | 3 % | 29,715 | ||
META META PLATFORMS INC | CL A | 30303M102 | $4.71M | 3 % | 6,377 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.65M | 3 % | 9,340 | ||
EZM WISDOMTREE TR | US MIDCAP FUND | 97717W570 | $4.40M | 3 % | 70,974 | ||
PERIMETER SOLUTIONS INC | COMMON STOCK | 71385M107 | $4.05M | 3 % | 290,488 |
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