DIM

DC Investments Management Portfolio holdings

AUM $240M
1-Year Est. Return 17.11%
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$28.9M
2 +$4.14M
3 +$2.84M
4
DVN icon
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
CTRA icon
Coterra Energy
CTRA
+$2.93M
5
NOW icon
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
MDB icon
126
MongoDB
MDB
$26.7B
-1,229
MNDY icon
127
monday.com
MNDY
$9.51B
-3,129
NOW icon
128
ServiceNow
NOW
$190B
-1,030
PATH icon
129
UiPath
PATH
$8.48B
-16,239
PCOR icon
130
Procore
PCOR
$11.1B
-4,409
PD icon
131
PagerDuty
PD
$1.47B
-14,227
PYPL icon
132
PayPal
PYPL
$66.1B
-5,302
SNOW icon
133
Snowflake
SNOW
$82.1B
-1,916
VEEV icon
134
Veeva Systems
VEEV
$46.5B
-1,526
VMEO icon
135
Vimeo
VMEO
$1.29B
-75,934
WDAY icon
136
Workday
WDAY
$63.7B
-2,461
YEXT icon
137
Yext
YEXT
$1.03B
-63,420