Davidson Kahn Capital Management, LLC
All 13F Filings
- Location
- Sherman Oaks, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 232,821
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 72 | 232,821 | 13F-HR | Davidson Kahn Capital Management, LLC |
| Q1 2026 | 4/22/2026 | 62 | 187,584 | 13F-HR | Davidson Kahn Capital Management, LLC |
| Q4 2025 | 1/28/2026 | 59 | 192,416 | 13F-HR | Davidson Kahn Capital Management, LLC |
| Q3 2025 | 10/31/2025 | 60 | 179,498 | 13F-HR | Davidson Kahn Capital Management, LLC |
| Q2 2025 | 7/22/2025 | 58 | 155,975 | 13F-HR | Davidson Kahn Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 116.3 K | 50.0% | 19.28 K | 0 | 19.28 K |
| ETFs | 116.5 K | 50.0% | 25.95 K | 0 | 25.95 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
232,821
Holdings
72
QoQ value change ($000)
45,237
(24.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.