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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Davidson Kahn Capital Management LLC
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|---|---|
| CRD # | 290062 |
| SEC # | 801-129877 |
| CIK # | 0002055535 |
| AUM | $215.2 M (2025-01-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 310-928-8192 |
| Address | 14011 Ventura Blvd, Sherman Oaks, CA 91423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 10.2 | ||
| Alphabet Inc | 5.2 | ||
| Facebook Inc | 4.7 | ||
| Microsoft Corp | 4.6 | ||
| Perimeter Solutions Sa | 4.0 | ||
| Brookfield Asset Management Inc | 3.5 | ||
| Apple Inc | 3.3 | ||
| Markel Corp | 3.3 | ||
| Costar Group Inc | 3.2 | ||
| KKR & Co LP | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 28.4 |
| (b) Individuals (high net worth individuals) | 117 | 176.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.1 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 534 | 215.2 |
| By Discretionary | ||
| Discretionary | 534 | 215.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 534 | 215.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 214.2 | |
| Total | 534 | 215.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055535] |
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