Long-term investor
Davidson Kahn Capital Management, LLC @davidsonkahncapitalmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055535).
Record
- Tracked since 2025-06-30 (445 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +8.9% · all +8.9%
- Max drawdown n/a · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- RSP · 9.6% · long · since 2025-06-30
- VOO · 9.0% · long · since 2025-06-30
- SCHB · 8.6% · long · since 2025-06-30
- 46090E103 · 8.3% · long · since 2025-06-30
- VXUS · 5.5% · long · since 2025-06-30
- AMZN · 5.0% · long · since 2025-06-30
- PRM · 4.4% · long · since 2025-06-30
- GOOGL · 3.9% · long · since 2025-06-30
- EZM · 2.6% · long · since 2025-06-30
- AVDV · 2.5% · long · since 2026-03-31
- AVUV · 2.2% · long · since 2026-03-31
- CPNG · 2.1% · long · since 2025-06-30