Stock Taper 
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ESCO Technologies Inc. | ESE | 1K | $350.04K |
 GE Aerospace | GE | 947 | $353.92K |
 Costco Wholesale Corporation | COST | 773 | $723.34K |
 Axon Enterprise, Inc. | AXON | 758 | $424.94K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 523 | $249.77K |
 GE Vernova Inc. | GEV | 236 | $277.27K |
 BlackRock, Inc. | BLK | 218 | $209.19K |
 MercadoLibre, Inc. | MELI | 121 | $205.38K |
 NVR, Inc. | NVR | 92 | $613.21K |