Stock Taper 
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 7.36K | $4.15M |
 Arista Networks, Inc. | ANET | 7.13K | $1.21M |
 Broadcom Inc. | AVGO | 6.03K | $2.28M |
 Tesla, Inc. | TSLA | 4.71K | $1.98M |
 Walker & Dunlop, Inc. | WD | 4.63K | $253.1K |
 Berkshire Hathaway Inc. | BRK-B | 4.54K | $2.27M |
 MSCI Inc. | MSCI | 3.39K | $1.9M |
 Sea Limited | SE | 3.07K | $293.91K |
 Robinhood Markets, Inc. | HOOD | 2.61K | $261.53K |
 Airbnb, Inc. | ABNB | 2.58K | $369.2K |
 Shopify Inc. | SHOP | 2.01K | $229.73K |
 Alphabet Inc. | GOOG | 1.85K | $655.18K |
 Markel Corporation | MKL | 1.74K | $3.39M |
 Exxon Mobil Corporation | XOM | 1.71K | $233.32K |
 JPMorgan Chase & Co. | JPM | 1.7K | $555.45K |
 Booking Holdings Inc. | BKNG | 1.56K | $278.69K |
 ASML Holding N.V. | ASML | 1.22K | $2.42M |
 Watsco, Inc. | WSO | 1.2K | $499.52K |
 CrowdStrike Holdings, Inc. | CRWD | 1.13K | $858.53K |
 The Sherwin-Williams Company | SHW | 1.03K | $353.22K |