CAPITAL IMPACT ADVISORS, LLC

PrivateCIK: 1602198
Location

BOSTON, MA

30
Positions
$247.48M
Total AUM (reported)
2.64M
Total Shares

Allocation by class

TOTAL AUM$247.48M30 positions
COMMON STOCK$247.48M100.0%

Portfolio Concentration

Top 319.7%4–1028.4%11–2541.5%Rest10.3%TOP 1048.1%0%100%
Top 3$48.78M19.7%
4–10$70.37M28.4%
11–25$102.76M41.5%
Rest$25.57M10.3%

Top 3 weight

19.7%

Top 10 weight

48.1%

Voting Authority Distribution

Total shares with voting rights: 2.64M

Sole

Full voting authority

2.64M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:

NVIDIA CORP

SOLE
Common Stock
Shares111.19K
TypeSH
Market value$19.39M
7.84%
Sole
111.19K
Shared
0.00
None
0.00

META PLATFORMS INC CLASS A

SOLE
Common Stock
Shares27.99K
TypeSH
Market value$16.01M
6.47%
Sole
27.99K
Shared
0.00
None
0.00

UBIQUITI INC

SOLE
Common Stock
Shares16.93K
TypeSH
Market value$13.38M
5.40%
Sole
16.93K
Shared
0.00
None
0.00

ARISTA NETWORKS INC

SOLE
Common Stock
Shares101.19K
TypeSH
Market value$12.42M
5.02%
Sole
101.19K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC A

SOLE
Common Stock
Shares83.20K
TypeSH
Market value$12.17M
4.92%
Sole
83.20K
Shared
0.00
None
0.00

INTERACTIVE BROKERS GRO CL A

SOLE
Common Stock
Shares166.84K
TypeSH
Market value$11.19M
4.52%
Sole
166.84K
Shared
0.00
None
0.00

ALPHABET INC CL A

SOLE
Common Stock
Shares31.38K
TypeSH
Market value$9.02M
3.65%
Sole
31.38K
Shared
0.00
None
0.00

TESLA INC

SOLE
Common Stock
Shares23.90K
TypeSH
Market value$8.89M
3.59%
Sole
23.90K
Shared
0.00
None
0.00

RESMED INC

SOLE
Common Stock
Shares38.05K
TypeSH
Market value$8.54M
3.45%
Sole
38.05K
Shared
0.00
None
0.00

APPLOVIN CORP CLASS A

SOLE
Common Stock
Shares20.45K
TypeSH
Market value$8.14M
3.29%
Sole
20.45K
Shared
0.00
None
0.00

NATERA INC

SOLE
Common Stock
Shares40.03K
TypeSH
Market value$8.01M
3.24%
Sole
40.03K
Shared
0.00
None
0.00

DOORDASH INC A

SOLE
Common Stock
Shares53.12K
TypeSH
Market value$7.98M
3.22%
Sole
53.12K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
Common Stock
Shares54.18K
TypeSH
Market value$7.97M
3.22%
Sole
54.18K
Shared
0.00
None
0.00

ROCKET LABCORP

SOLE
Common Stock
Shares118.54K
TypeSH
Market value$7.61M
3.08%
Sole
118.54K
Shared
0.00
None
0.00

EXELIXIS INC

SOLE
Common Stock
Shares171.48K
TypeSH
Market value$7.35M
2.97%
Sole
171.48K
Shared
0.00
None
0.00

GLOBUS MEDICAL INC A

SOLE
Common Stock
Shares83.68K
TypeSH
Market value$7.21M
2.91%
Sole
83.68K
Shared
0.00
None
0.00

VEEVA SYSTEMS INC CLASS A

SOLE
Common Stock
Shares40.57K
TypeSH
Market value$7.13M
2.88%
Sole
40.57K
Shared
0.00
None
0.00

ROBINHOODMARKETS INC A

SOLE
Common Stock
Shares99.41K
TypeSH
Market value$6.89M
2.78%
Sole
99.41K
Shared
0.00
None
0.00

AXON ENTERPRISE INC

SOLE
Common Stock
Shares16.05K
TypeSH
Market value$6.82M
2.75%
Sole
16.05K
Shared
0.00
None
0.00

MEDPACE HOLDINGS INC

SOLE
Common Stock
Shares14.13K
TypeSH
Market value$6.79M
2.74%
Sole
14.13K
Shared
0.00
None
0.00

TOAST INCCLASS A

SOLE
Common Stock
Shares238.28K
TypeSH
Market value$6.32M
2.55%
Sole
238.28K
Shared
0.00
None
0.00

ZSCALER INC

SOLE
Common Stock
Shares44.10K
TypeSH
Market value$6.19M
2.50%
Sole
44.10K
Shared
0.00
None
0.00

MONGODB INC

SOLE
Common Stock
Shares22.88K
TypeSH
Market value$5.60M
2.26%
Sole
22.88K
Shared
0.00
None
0.00

REDDIT INCCL A

SOLE
Common Stock
Shares41.21K
TypeSH
Market value$5.55M
2.24%
Sole
41.21K
Shared
0.00
None
0.00

PEGASYSTEMS INC

SOLE
Common Stock
Shares125.84K
TypeSH
Market value$5.36M
2.16%
Sole
125.84K
Shared
0.00
None
0.00
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