DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRM | 271K | $6.61M |
 | CPNG | 249K | $4.70M |
 | CPRT | 109K | $3.63M |
 | APG | 87K | $3.52M |
 | BN | 86K | $3.50M |
 | FND | 58K | $2.94M |
 | BAM | 55K | $2.43M |
 | AMZN | 46K | $9.68M |
 | BRO | 42K | $2.73M |
 | KKR | 33K | $3.02M |
 | GOOGL | 25K | $7.20M |
 | TBLA | 24K | $75.78K |
 | ODFL | 19K | $3.72M |
 | APPF | 18K | $2.80M |
 | BX | 14K | $1.56M |
 | AAPL | 12K | $3.08M |
 | MSFT | 9K | $3.51M |
 | SCHW | 9K | $867.83K |
 | NVDA | 8K | $1.37M |
 | ANET | 7K | $875.67K |
Perimeter Solutions, Inc.
PRM
Shares Held
271K
Value
$6.61M
Coupang, Inc.
CPNG
Shares Held
249K
Value
$4.70M
Copart, Inc.
CPRT
Shares Held
109K
Value
$3.63M
APi Group Corporation
APG
Shares Held
87K
Value
$3.52M
Brookfield Corporation
BN
Shares Held
86K
Value
$3.50M
Floor & Decor Holdings, Inc.
FND
Shares Held
58K
Value
$2.94M
Brookfield Asset Management Ltd.
BAM
Shares Held
55K
Value
$2.43M
Amazon.com, Inc.
AMZN
Shares Held
46K
Value
$9.68M
Brown & Brown, Inc.
BRO
Shares Held
42K
Value
$2.73M
KKR & Co. Inc.
KKR
Shares Held
33K
Value
$3.02M
Alphabet Inc.
GOOGL
Shares Held
25K
Value
$7.20M
Taboola.com Ltd.
TBLA
Shares Held
24K
Value
$75.78K
Old Dominion Freight Line, Inc.
ODFL
Shares Held
19K
Value
$3.72M
AppFolio, Inc.
APPF
Shares Held
18K
Value
$2.80M
Blackstone Inc.
BX
Shares Held
14K
Value
$1.56M
Apple Inc.
AAPL
Shares Held
12K
Value
$3.08M
Microsoft Corporation
MSFT
Shares Held
9K
Value
$3.51M
The Charles Schwab Corporation
SCHW
Shares Held
9K
Value
$867.83K
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.37M
Arista Networks, Inc.
ANET
Shares Held
7K
Value
$875.67K