Holdings
Davidson Kahn Capital Management, LLC
As of Jun 30, 2026, Davidson Kahn Capital Management, LLC reported 49 positions worth US$107M. Largest: Amazon.com, Inc., Perimeter Solutions, Sa and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 48,358 | US$11.5M | +1,886 | Jun 30, 2026 |
| Perimeter Solutions, Sa | 287K | US$10.2M | +15,863 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 27,264 | US$9.74M | +3 | Jun 30, 2026 |
| Coupang, Inc. | 276K | US$4.79M | +26,988 | Jun 30, 2026 |
| Floor & Decor Holdings, Inc. | 75,213 | US$4.46M | +17,293 | Jun 30, 2026 |
| Old Dominion Freight Line, Inc. | 19,330 | US$4.19M | +267 | Jun 30, 2026 |
| Meta Platforms, Inc. | 7,359 | US$4.15M | +447 | Jun 30, 2026 |
| Microsoft Corp. | 10,685 | US$3.99M | +1,200 | Jun 30, 2026 |
| Api Group Corporation | 86,258 | US$3.65M | −726 | Jun 30, 2026 |
| Brookfield Corporation | 85,583 | US$3.64M | −807 | Jun 30, 2026 |