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Aryn Sands

Davidson Kahn Capital Management, Llc

Assets Managed
$232.821M
Holdings
72
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
24.12%(2Q avg: 10.81%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Davidson Kahn Capital Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Davidson Kahn Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 232.821M in assets, with a quarterly growth rate of 24.12% and a 2-quarter average growth rate of 10.81%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 7.02%
9.65%
$22.451M
105,522 shares@ $212.77 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.08%
8.99%
$20.926M
30,466 shares@ $686.86 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 14.19%
8.58%
$19.969M
688,683 shares@ $29.0 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 9.9%
8.29%
$19.283M
26,160 shares@ $737.12 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 19.54%
5.51%
$12.822M
149,714 shares@ $85.65 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.06%
4.96%
$11.526M
48,358 shares@ $238.35 avg price
PRM
Perimeter Solutions Inc
Recent Activity
Increased 5.86%
4.39%
$10.218M
286,621 shares@ $35.66 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.53%
3.91%
$9.088M
25,431 shares@ $357.37 avg price
EZM
Wisdomtree Us Midcap Fund
Recent Activity
Decreased -1.4%
2.59%
$6.021M
79,471 shares@ $75.77 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 19.33%
2.55%
$5.934M
57,497 shares@ $103.21 avg price

1-10 of 72