DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

PrivateCIK: 2055535
Location

SHERMAN OAKS, CA

72
Positions
$232.82M
Total AUM (reported)
2.81M
Total Shares

Allocation by class

TOTAL AUM$232.82M72 positions
COM$52.54M22.6%
S&P500 EQL WGT$22.45M9.6%
S&P 500 ETF SHS$20.93M9.0%
US BRD MKT ETF$19.97M8.6%
UNIT SER 1$19.28M8.3%
CL A$14.31M6.1%
VG TL INTL STK F$12.82M5.5%

Portfolio Concentration

Top 327.2%4–1032.2%11–2523.9%Rest16.7%TOP 1059.4%0%100%
Top 3$63.35M27.2%
4–10$74.89M32.2%
11–25$55.65M23.9%
Rest$38.93M16.7%

Top 3 weight

27.2%

Top 10 weight

59.4%

Voting Authority Distribution

Total shares with voting rights: 2.81M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.81M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole72
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings72
Rows:

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares105.52K
TypeSH
Market value$22.45M
9.64%
Sole
0.00
Shared
0.00
None
105.52K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares30.47K
TypeSH
Market value$20.93M
8.99%
Sole
0.00
Shared
0.00
None
30.47K

SCHWAB STRATEGIC TR

SOLE
US BRD MKT ETF
Shares688.68K
TypeSH
Market value$19.97M
8.58%
Sole
0.00
Shared
0.00
None
688.68K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares26.16K
TypeSH
Market value$19.28M
8.28%
Sole
0.00
Shared
0.00
None
26.16K

VANGUARD STAR FDS

SOLE
VG TL INTL STK F
Shares149.71K
TypeSH
Market value$12.82M
5.51%
Sole
0.00
Shared
0.00
None
149.71K

AMAZON COM INC

SOLE
COM
Shares48.36K
TypeSH
Market value$11.53M
4.95%
Sole
0.00
Shared
0.00
None
48.36K

PERIMETER SOLUTIONS INC

SOLE
COMMON STOCK
Shares286.62K
TypeSH
Market value$10.22M
4.39%
Sole
0.00
Shared
0.00
None
286.62K

ALPHABET INC

SOLE
CAP STK CL A
Shares25.43K
TypeSH
Market value$9.09M
3.90%
Sole
0.00
Shared
0.00
None
25.43K

WISDOMTREE TR

SOLE
US MIDCAP FUND
Shares79.47K
TypeSH
Market value$6.02M
2.59%
Sole
0.00
Shared
0.00
None
79.47K

AMERICAN CENTY ETF TR

SOLE
INTL SMCP VLU
Shares57.50K
TypeSH
Market value$5.93M
2.55%
Sole
0.00
Shared
0.00
None
57.50K

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares40.78K
TypeSH
Market value$5.10M
2.19%
Sole
0.00
Shared
0.00
None
40.78K

COUPANG INC

SOLE
CL A
Shares275.61K
TypeSH
Market value$4.79M
2.06%
Sole
0.00
Shared
0.00
None
275.61K

FLOOR & DECOR HLDGS INC

SOLE
CL A
Shares75.21K
TypeSH
Market value$4.46M
1.92%
Sole
0.00
Shared
0.00
None
75.21K

OLD DOMINION FREIGHT LINE IN

SOLE
COM
Shares19.33K
TypeSH
Market value$4.19M
1.80%
Sole
0.00
Shared
0.00
None
19.33K

META PLATFORMS INC

SOLE
CL A
Shares7.36K
TypeSH
Market value$4.15M
1.78%
Sole
0.00
Shared
0.00
None
7.36K

MICROSOFT CORP

SOLE
COM
Shares10.69K
TypeSH
Market value$3.99M
1.71%
Sole
0.00
Shared
0.00
None
10.69K

API GROUP CORP

SOLE
COM STK
Shares86.26K
TypeSH
Market value$3.65M
1.57%
Sole
0.00
Shared
0.00
None
86.26K

BROOKFIELD CORP

SOLE
CL A LTD VT SH
Shares85.58K
TypeSH
Market value$3.64M
1.57%
Sole
0.00
Shared
0.00
None
85.58K

MARKEL GROUP INC

SOLE
COM
Shares1.74K
TypeSH
Market value$3.39M
1.46%
Sole
0.00
Shared
0.00
None
1.74K

COPART INC

SOLE
COM
Shares113.65K
TypeSH
Market value$3.21M
1.38%
Sole
0.00
Shared
0.00
None
113.65K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares4.29K
TypeSH
Market value$3.20M
1.37%
Sole
0.00
Shared
0.00
None
4.29K

APPLE INC

SOLE
COM
Shares10.87K
TypeSH
Market value$3.14M
1.35%
Sole
0.00
Shared
0.00
None
10.87K

KKR & CO INC

SOLE
COM
Shares33.25K
TypeSH
Market value$3.04M
1.31%
Sole
0.00
Shared
0.00
None
33.25K

APPFOLIO INC

SOLE
COM CL A
Shares18.93K
TypeSH
Market value$3.04M
1.30%
Sole
0.00
Shared
0.00
None
18.93K

BROWN & BROWN INC

SOLE
COM
Shares41.70K
TypeSH
Market value$2.68M
1.15%
Sole
0.00
Shared
0.00
None
41.70K
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