Stock Taper 
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Robinhood Markets, Inc. | HOOD | 2.61K | $261.53K |
 Sea Limited | SE | 3.07K | $293.91K |
 MSCI Inc. | MSCI | 3.39K | $1.9M |
 Berkshire Hathaway Inc. | BRK-B | 4.54K | $2.27M |
 Walker & Dunlop, Inc. | WD | 4.63K | $253.1K |
 Tesla, Inc. | TSLA | 4.71K | $1.98M |
 Broadcom Inc. | AVGO | 6.03K | $2.28M |
 Arista Networks, Inc. | ANET | 7.13K | $1.21M |
 Meta Platforms, Inc. | META | 7.36K | $4.15M |
 The Charles Schwab Corporation | SCHW | 8.88K | $819.01K |
 Microsoft Corporation | MSFT | 10.69K | $3.99M |
 Apple Inc. | AAPL | 10.87K | $3.14M |
 NVIDIA Corporation | NVDA | 11.24K | $2.25M |
 Blackstone Inc. | BX | 13.05K | $1.54M |
 Snap Inc. | SNAP | 13.1K | $58.17K |
 AppFolio Inc. | APPF | 18.93K | $3.04M |
 Old Dominion Freight Line, Inc. | ODFL | 19.33K | $4.19M |
 Alphabet Inc. | GOOGL | 25.43K | $9.09M |
 KKR & Co. Inc. | KKR | 33.25K | $3.04M |
 Brown & Brown, Inc. | BRO | 41.7K | $2.68M |