Davidson Kahn Capital Management, LLC
Q3 2025 13F Holdings
- Locationsherman oaks, CA
- Num holdings
60
- Value ($000)
$179,498
- Date Filed 10/30/2025
- Form type13F-HR
- CIK 0002055535
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $18.60M | 10 % | 30,346 | ||
R INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $15.11M | 8 % | 79,565 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $12.92M | 7 % | 21,504 | ||
S SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $11.82M | 7 % | 459,145 | ||
A AMAZON COM INC | COM | 023135106 | $10.23M | 6 % | 46,576 | ||
G ALPHABET INC | CAP STK CL A | 02079K305 | $7.21M | 4 % | 29,675 | ||
PERIMETER SOLUTIONS INC | COMMON STOCK | 71385M107 | $6.48M | 4 % | 289,538 | ||
E WISDOMTREE TR | US MIDCAP FUND | 97717W570 | $5.28M | 3 % | 79,978 | ||
M MICROSOFT CORP | COM | 594918104 | $4.85M | 3 % | 9,365 | ||
M META PLATFORMS INC | CL A | 30303M102 | $4.73M | 3 % | 6,439 |
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