DIM
DC Investments Management Portfolio holdings
AUM
$240M
1-Year Est. Return
17.11%
1 Year Est. Return
+17.11%
AUM
$195M
AUM Growth
+$41.2M
(+27%)
Holding
137
Top Buys
| 1 | +$28.9M | |
| 2 | +$4.14M | |
| 3 | +$2.84M | |
| 4 |
Devon Energy
DVN
|
+$2.8M |
| 5 |
EXE
Expand Energy Corp
EXE
|
+$2.79M |
Top Sells
| 1 | +$11.2M | |
| 2 | +$6.47M | |
| 3 | +$4.04M | |
| 4 |
Coterra Energy
CTRA
|
+$2.93M |
| 5 |
ServiceNow
NOW
|
+$1.09M |
Sector Composition
| 1 | Energy | 20.29% |
| 2 | Technology | 20.02% |
| 3 | Utilities | 14.48% |
| 4 | Industrials | 6.01% |
| 5 | Real Estate | 4.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Adobe
ADBE
$140B
| $436K | 0.22% |
1,138
+445
|
|
||
77
Paylocity
PCTY
$8.29B
| $436K | 0.22% |
+2,326
|
|
||
78
Twilio
TWLO
$16.4B
| $433K | 0.22% |
+4,425
|
|
||
79
AvePoint
AVPT
$2.98B
| $431K | 0.22% |
+29,817
|
|
||
80
Microsoft
MSFT
$3.82T
| $429K | 0.22% |
+1,142
|
|
||
81
Toast
TOST
$21.9B
| $428K | 0.22% |
+12,902
|
|
||
82
Akamai
AKAM
$10.4B
| $419K | 0.22% |
+5,199
|
|
||
83
Zoom
ZM
$23.9B
| $417K | 0.21% |
+5,653
|
|
||
84
Atlassian
TEAM
$40B
| $414K | 0.21% |
1,953
+254
|
|
||
|
AVDX
85
DELISTED
AvidXchange
AVDX
| $409K | 0.21% |
+48,202
|
|
||
86
PTC
PTC
$24.3B
| $408K | 0.21% |
+2,636
|
|
||
87
BlackLine
BL
$3.08B
| $404K | 0.21% |
8,353
+4,266
|
|
||
88
Salesforce
CRM
$231B
| $400K | 0.21% |
1,491
+50
|
|
||
89
nCino
NCNO
$2.75B
| $400K | 0.21% |
14,562
+3,029
|
|
||
90
Simulations Plus
SLP
$310M
| $397K | 0.2% |
+16,203
|
|
||
91
Unity
U
$14.9B
| $397K | 0.2% |
+20,250
|
|
||
|
OLO
92
DELISTED
Olo Inc
OLO
| $388K | 0.2% |
64,185
+29,723
|
|
||
93
Braze
BRZE
$2.91B
| $387K | 0.2% |
10,740
+2,546
|
|
||
94
Evolent Health
EVH
$873M
| $384K | 0.2% |
+40,600
|
|
||
95
GitLab
GTLB
$7.56B
| $373K | 0.19% |
7,935
-455
|
|
||
96
N-able
NABL
$1.42B
| $371K | 0.19% |
+52,395
|
|
||
97
WIX.com
WIX
$7.28B
| $365K | 0.19% |
+2,231
|
|
||
98
SPS Commerce
SPSC
$4.13B
| $355K | 0.18% |
+2,675
|
|
||
99
loanDepot
LDI
$611M
| $355K | 0.18% |
298,310
|
|
||
100
RingCentral
RNG
$2.42B
| $348K | 0.18% |
14,066
+3,767
|
|