SCS CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EVLV | 3.09M | $21.47M |
 | XPEL | 1.24M | $61.97M |
 | MUFG | 1.11M | $17.60M |
 | NYT | 709K | $49.25M |
 | OBDC | 659K | $8.43M |
 | TSLX | 650K | $14.12M |
 | AGIO | 599K | $16.30M |
 | ARCC | 454K | $9.18M |
 | ABEV | 441K | $1.09M |
 | KO | 400K | $27.94M |
 | TFC | 386K | $18.98M |
 | BBD | 342K | $1.14M |
 | TOST | 300K | $10.64M |
 | GBDC | 264K | $3.59M |
 | GRAB | 264K | $1.32M |
 | CUZ | 252K | $6.49M |
 | RELX | 241K | $9.74M |
 | VTR | 239K | $18.58M |
 | HIW | 225K | $5.82M |
 | DB | 219K | $8.43M |
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
3.09M
Value
$21.47M
XPEL, Inc.
XPEL
Shares Held
1.24M
Value
$61.97M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
1.11M
Value
$17.60M
The New York Times Company
NYT
Shares Held
709K
Value
$49.25M
Blue Owl Capital Corporation
OBDC
Shares Held
659K
Value
$8.43M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
650K
Value
$14.12M
Agios Pharmaceuticals, Inc.
AGIO
Shares Held
599K
Value
$16.30M
Ares Capital Corporation
ARCC
Shares Held
454K
Value
$9.18M
Ambev S.A.
ABEV
Shares Held
441K
Value
$1.09M
The Coca-Cola Company
KO
Shares Held
400K
Value
$27.94M
Truist Financial Corporation
TFC
Shares Held
386K
Value
$18.98M
Banco Bradesco S.A.
BBD
Shares Held
342K
Value
$1.14M
Toast, Inc.
TOST
Shares Held
300K
Value
$10.64M
Golub Capital BDC, Inc.
GBDC
Shares Held
264K
Value
$3.59M
Grab Holdings Limited
GRAB
Shares Held
264K
Value
$1.32M
Cousins Properties Incorporated
CUZ
Shares Held
252K
Value
$6.49M
RELX Plc
RELX
Shares Held
241K
Value
$9.74M
Ventas, Inc.
VTR
Shares Held
239K
Value
$18.58M
Highwoods Properties, Inc.
HIW
Shares Held
225K
Value
$5.82M
Deutsche Bank AG
DB
Shares Held
219K
Value
$8.43M