Holdings
Brasada Capital Management, LP
As of Jun 30, 2026, Brasada Capital Management, LP reported 113 positions worth US$427M. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Waste Connections, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 95,114 | US$34M | −624 | Jun 30, 2026 |
| Amazon.com, Inc. | 64,191 | US$15.3M | +9,882 | Jun 30, 2026 |
| Waste Connections, Inc. | 86,547 | US$14.4M | −8,891 | Jun 30, 2026 |
| Idexx Laboratories, Inc. | 26,074 | US$13.7M | −947 | Jun 30, 2026 |
| Williams Companies, Inc. (the) | 181K | US$13.4M | −4,690 | Jun 30, 2026 |
| Broadcom Inc. | 33,242 | US$12.6M | −1,348 | Jun 30, 2026 |
| Costco Wholesale Corporation | 13,385 | US$12.5M | +151 | Jun 30, 2026 |
| Heico Corporation | 47,190 | US$12.2M | −480 | Jun 30, 2026 |
| Ecolab Inc. | 34,233 | US$9.54M | +450 | Jun 30, 2026 |
| Monolithic Power Systems, Inc. | 6,469 | US$8.94M | +2,765 | Jun 30, 2026 |