Stock Taper 
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 92 | $613.21K |
 MercadoLibre, Inc. | MELI | 121 | $205.38K |
 BlackRock, Inc. | BLK | 218 | $209.19K |
 GE Vernova Inc. | GEV | 236 | $277.27K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 523 | $249.77K |
 Axon Enterprise, Inc. | AXON | 758 | $424.94K |
 Costco Wholesale Corporation | COST | 773 | $723.34K |
 GE Aerospace | GE | 947 | $353.92K |
 ESCO Technologies Inc. | ESE | 1K | $350.04K |
 The Sherwin-Williams Company | SHW | 1.03K | $353.22K |
 CrowdStrike Holdings, Inc. | CRWD | 1.13K | $858.53K |
 Watsco, Inc. | WSO | 1.2K | $499.52K |
 ASML Holding N.V. | ASML | 1.22K | $2.42M |
 Booking Holdings Inc. | BKNG | 1.56K | $278.69K |
 JPMorgan Chase & Co. | JPM | 1.7K | $555.45K |
 Exxon Mobil Corporation | XOM | 1.71K | $233.32K |
 Markel Corporation | MKL | 1.74K | $3.39M |
 Alphabet Inc. | GOOG | 1.85K | $655.18K |
 Shopify Inc. | SHOP | 2.01K | $229.73K |
 Airbnb, Inc. | ABNB | 2.58K | $369.2K |