SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Davidson Kahn Capital Management, LLC

CIK 0002055535 · 14011 VENTURA BLVD, SUITE 302, SHERMAN OAKS, CA, 91423 · 310-928-8192

Reported Value
$156M
Q2 2025
Positions
58
Filings on Record
6
2019–present window
Filed
Jul 22, 2025
original filing

Summary

Davidson Kahn Capital Management, LLC reported $156M in U.S.-listed holdings across 58 positions for Q2 2025.

Its largest position, Vanguard Index Fds, represents 10.8% of the portfolio.

Compared with Q1 2025, the fund opened 5 new positions and exited 0.

Portfolio Metrics

Turnover
+1.4%
vs prior filed quarter
Top-10 Concentration
+54.1%
share of reported value
Largest Position
+10.8%
Vanguard Index Fds

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $109MQ4 ’24Q1 ’25: $130MQ1 ’25Q2 ’25: $156MQ2 ’25Q3 ’25: $179MQ3 ’25Q4 ’25: $192MQ4 ’25Q1 ’26: $188MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 59.8%ETP: 40.1%Other: 0.1%
  • Common Stock · 59.8% · $93M
  • ETP · 40.1% · $63M
  • Other · 0.1% · $177,305

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VANGUARD STAR FDSNEW+8.9K8.9K+$637,972$637,972
T0VACUREN CORPNEW+53.8K53.8K+$609,077$609,077
PS1TRUBRIDGE INCNEW+22.7K22.7K+$547,560$547,560
FIDELITY COMWLTH TRNEW+3.5K3.5K+$282,123$282,123
BLKBLACKROCK INCNEW+192192+$201,675$201,675
AVGOBROADCOM INCTRIMMED3.1K1.1K$394,780$306,643
TABOOLA.COM LTDTRIMMED25.0K48.4K$39,355$177,305
VANGUARD INDEX FDSADDED+8663.6K+$341,863$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

45 positions
#IssuerClass% PortfolioValueShares
1VANGUARD INDEX FDSS&P 500 ETF SHS · TOTAL STK MKT11.45%$18M33.0K
2INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT8.41%$13M72.1K
3SCHWAB STRATEGIC TRUS BRD MKT ETF · FUNDAMENTAL INTL · FUNDAMENTAL EMER7.81%$12M478.0K
4NDQINVESCO QQQ TRhistory →UNIT SER 17.12%$11M20.1K
5AMZNAMAZON COM INChistory →COM6.54%$10M46.5K
6GOOGLALPHABET INCCAP STK CL A · CAP STK CL C3.63%$6M32.1K
7METAMETA PLATFORMS INChistory →CL A3.02%$5M6.4K
8MSFTMICROSOFT CORPhistory →COM2.98%$5M9.3K
9WISDOMTREE TRUS MIDCAP FUND2.82%$4M71.0K
10PRMPERIMETER SOLUTIONS INChistory →COMMON STOCK2.60%$4M290.5K
11BNBROOKFIELD CORPhistory →CL A LTD VT SH2.27%$4M57.2K
12AAPLAPPLE INChistory →COM2.14%$3M16.2K
13MKLMARKEL GROUP INChistory →COM2.12%$3M1.7K
14CSGPCOSTAR GROUP INChistory →COM2.08%$3M40.3K
15KKRKKR & CO INChistory →COM2.08%$3M24.4K
16BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW2.07%$3M6.7K
17CPNGCOUPANG INChistory →CL A2.06%$3M107.0K
18APGAPI GROUP CORPhistory →COM STK2.03%$3M61.8K
19BAMBROOKFIELD ASSET MANAGMT LTDhistory →CL A LMT VTG SHS1.90%$3M53.6K
20DFHDREAM FINDERS HOMES INChistory →COM CL A1.72%$3M106.3K
21FNDFLOOR & DECOR HLDGS INChistory →CL A1.71%$3M35.0K
22WDWALKER & DUNLOP INChistory →COM1.60%$3M35.4K
23RHRHhistory →COM1.50%$2M12.4K
24NVRNVR INChistory →COM1.45%$2M305
25CPRTCOPART INChistory →COM1.44%$2M45.5K
26APPFAPPFOLIO INChistory →COM CL A1.36%$2M9.2K
27ABNBAIRBNB INChistory →COM CL A1.36%$2M16.0K
28BXBLACKSTONE INChistory →COM1.23%$2M12.8K
29BROBROWN & BROWN INChistory →COM1.13%$2M15.8K
30SPDR S&P 500 ETF TRTR UNIT1.02%$2M2.6K
31TSLATESLA INCCOM0.91%$1M4.5K
32ODFLOLD DOMINION FREIGHT LINE INCOM0.87%$1M8.4K
33MSCIMSCI INCCOM0.78%$1M2.1K
34SCHWSCHWAB CHARLES CORPCOM0.66%$1M11.3K
35NVDANVIDIA CORPORATIONCOM0.62%$971,6766.1K
36ANETARISTA NETWORKS INCCOM SHS0.57%$895,8268.8K
37AXONAXON ENTERPRISE INCCOM0.46%$711,200859
38WSOWATSCO INCCOM0.45%$703,2781.6K
39VANGUARD STAR FDSVG TL INTL STK F0.41%$637,9728.9K
40T0VACUREN CORPCOM0.39%$609,07753.8K
41CRWDCROWDSTRIKE HLDGS INCCL A0.39%$601,4951.2K
42SHWSHERWIN WILLIAMS COCOM0.38%$593,0791.7K
43VANGUARD INTL EQUITY INDEX FALLWRLD EX US0.37%$582,5828.7K
44PS1TRUBRIDGE INCCOM0.35%$547,56022.7K
45ISHARES TRCORE S&P SCP ETF0.35%$546,1765.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$188M62Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$192M59Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$179M60Oct 31, 202513F-HRchanges · EDGAR ↗
Q2 2025$156M58Jul 22, 202513F-HRchanges · EDGAR ↗
Q1 2025$130M54Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$109M54Feb 14, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.