Stock Taper 
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Perimeter Solutions, Inc. | PRM | 286.62K | $10.22M |
 Coupang, Inc. | CPNG | 275.61K | $4.79M |
 ImmunityBio, Inc. | IBRX | 163.09K | $1.43M |
 Copart, Inc. | CPRT | 113.65K | $3.21M |
 APi Group Corporation | APG | 86.26K | $3.65M |
 Brookfield Corporation | BN | 85.58K | $3.64M |
 Floor & Decor Holdings, Inc. | FND | 75.21K | $4.46M |
 Brookfield Asset Management Ltd. | BAM | 55.13K | $2.47M |
 Amazon.com, Inc. | AMZN | 48.36K | $11.53M |
 Brown & Brown, Inc. | BRO | 41.7K | $2.68M |
 KKR & Co. Inc. | KKR | 33.25K | $3.04M |
 Alphabet Inc. | GOOGL | 25.43K | $9.09M |
 Old Dominion Freight Line, Inc. | ODFL | 19.33K | $4.19M |
 AppFolio Inc. | APPF | 18.93K | $3.04M |
 Snap Inc. | SNAP | 13.1K | $58.17K |
 Blackstone Inc. | BX | 13.05K | $1.54M |
 NVIDIA Corporation | NVDA | 11.24K | $2.25M |
 Apple Inc. | AAPL | 10.87K | $3.14M |
 Microsoft Corporation | MSFT | 10.69K | $3.99M |
 The Charles Schwab Corporation | SCHW | 8.88K | $819.01K |