Fund HoldingsDC Investments Management, LLC

Total Portfolio Value
$194.51M
Total Bought
$85.61M
Total Sold
$38.71M
Net Transaction
+$46.90M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANGUARD INTL EQUITY INDEX F112,633361,904+249,27113,23241,96321.57%+28,731
NATIONAL STORAGE AFFILIATES0105,009+105,00904,1372.13%+4,137
ANTERO RESOURCES CORP(AR)52,691122,816+70,1251,8474,9672.55%+3,120
EXPAND ENERGY CORPORATION(EXE)18,70643,761+25,0551,8624,8712.50%+3,009
DEVON ENERGY CORP NEW(DVN)074,895+74,89502,8011.44%+2,801
RANGE RES CORP(RRC)068,446+68,44602,7331.41%+2,733
MERCADOLIBRE INC(MELI)01,392+1,39202,7161.40%+2,716
GULFPORT ENERGY CORP(GPOR)9,92423,431+13,5071,8284,3152.22%+2,487
PERMIAN RESOURCES CORP(PR)0170,979+170,97902,3681.22%+2,368
MATADOR RES CO(MTDR)043,721+43,72102,2341.15%+2,234
CNX RES CORP(CNX)066,225+66,22502,0851.07%+2,085
MODERNA INC(MRNA)068,624+68,62401,9451.00%+1,945
UNITIL CORP(UTL)4,55132,855+28,3042471,8950.97%+1,649
AMERICAN ELEC PWR CO INC8,10518,232+10,1277481,9921.02%+1,245
AMEREN CORP(AEE)8,32818,978+10,6507421,9050.98%+1,163
MCGRATH RENTCORP(MGRC)8,90117,937+9,0369951,9981.03%+1,003
KOPPERS HOLDINGS INC(KOP)73,358117,802+44,4442,3773,2981.70%+922
COLUMBUS MCKINNON CORP N Y42,357142,357+100,0001,5772,4101.24%+833
OKTA INC(OKTA)07,396+7,39607780.40%+778
SOLARWINDS CORP034,745+34,74506400.33%+640
FORTINET INC(FTNT)06,391+6,39106150.32%+615
COMMVAULT SYS INC(CVLT)03,893+3,89306140.32%+614
GEN DIGITAL INC(GEN)022,650+22,65006010.31%+601
PALO ALTO NETWORKS INC(PANW)03,513+3,51305990.31%+599
RUBRIK INC.(RBRK)09,263+9,26305650.29%+565
VARONIS SYS INC(VRNS)013,958+13,95805650.29%+565
TENABLE HLDGS INC(TENB)015,595+15,59505460.28%+546
NUTANIX INC(NTNX)07,794+7,79405440.28%+544
ENFUSION INC048,490+48,49005410.28%+541
SPRINKLR INC(CXM)058,281+58,28104870.25%+487
COUCHBASE INC030,584+30,58404820.25%+482
MITEK SYS INC(MITK)058,248+58,24804810.25%+481
INTAPP INC(INTA)07,832+7,83204570.24%+457
ANSYS INC01,442+1,44204560.23%+456
BIGCOMMERCE HLDGS INC078,933+78,93304550.23%+455
AUTODESK INC01,671+1,67104370.22%+437
PAYLOCITY HLDG CORP(PCTY)02,326+2,32604360.22%+436
TWILIO INC(TWLO)04,425+4,42504330.22%+433
AVEPOINT INC029,817+29,81704310.22%+431
MICROSOFT CORP(MSFT)01,142+1,14204290.22%+429
TOAST INC(TOST)012,902+12,90204280.22%+428
AKAMAI TECHNOLOGIES INC(AKAM)05,199+5,19904190.22%+419
ZOOM COMMUNICATIONS INC(ZM)05,653+5,65304170.21%+417
AVIDXCHANGE HOLDINGS INC048,202+48,20204090.21%+409
PTC INC(PTC)02,636+2,63604080.21%+408
SIMULATIONS PLUS INC016,203+16,20303970.20%+397
UNITY SOFTWARE INC(U)020,250+20,25003970.20%+397
EVOLENT HEALTH INC040,600+40,60003840.20%+384
ISHARES TR
MSCI POLAND ETF
52,64352,64301,0991,4750.76%+376
N-ABLE INC052,395+52,39503710.19%+371
WIX COM LTD
SHS
02,231+2,23103650.19%+365
SPS COMM INC(SPSC)02,675+2,67503550.18%+355
WEAVE COMMUNICATIONS INC031,090+31,09003450.18%+345
SPROUT SOCIAL INC015,339+15,33903370.17%+337
DOUBLEVERIFY HLDGS INC(DV)025,093+25,09303350.17%+335
CONSOLIDATED EDISON INC(ED)19,28918,543-7461,7212,0511.05%+330
VILLAGE SUPER MKT INC50,19150,19101,6011,9080.98%+307
BLOCK INC(XYZ)05,438+5,43802950.15%+295
EXELON CORP(EXC)47,10744,187-2,9201,7732,0361.05%+263
QUALYS INC(QLYS)2,2074,539+2,3323095720.29%+262
GOGO INC493,202493,20203,9904,2512.19%+261
EVERSOURCE ENERGY(ES)29,46530,471+1,0061,6921,8930.97%+200
BLACKLINE INC(BL)4,0878,353+4,2662484040.21%+156
BOX INC(BOX)10,37915,664+5,2853284830.25%+155
CALIX INC(CALX)229,372229,37207,9988,1294.18%+131
ADOBE INC(ADBE)6931,138+4453084360.22%+128
OLO INC34,46264,185+29,7232653880.20%+123
ZSCALER INC(ZS)3,3303,338+86016620.34%+62
ISHARES INC9,6979,69704064670.24%+60
BRAZE INC(BRZE)8,19410,740+2,5463433870.20%+44
INGLES MKTS INC(IMKTA)43,32443,32402,7922,8221.45%+30
DIGITALOCEAN HLDGS INC(DOCN)12,75613,910+1,1544354640.24%+30
ISHARES INC
MSCI SINGPOR ETF
9,9409,94002172360.12%+19
NCINO INC(NCNO)11,53314,562+3,0293874000.21%+13
ISHARES INC
MSCI JAPAN ETF
1,8921,89201271300.07%+3
PPL CORP(PPL)59,39453,464-5,9301,9281,9310.99%+3
ISHARES INC4,9794,97902012030.10%+2
ATLASSIAN CORPORATION1,6991,953+2544144140.21%+1
ISHARES TR
MSCI PHILIPS ETF
1601600440.00%0
ISHARES INC1,6711,671040390.02%-1
ATMOS ENERGY CORP(ATO)13,83212,438-1,3941,9261,9230.99%-4
ISHARES INC
MSCI MLY ETF NEW
4,8694,86901191120.06%-7
RAPID7 INC30,74546,369+15,6241,2371,2290.63%-8
RINGCENTRAL INC(RNG)10,29914,066+3,7673613480.18%-12
BLACK HILLS CORP31,22729,900-1,3271,8271,8130.93%-14
DROPBOX INC(DBX)16,00016,446+4464814390.23%-41
SENTINELONE INC(S)25,08827,473+2,3855574990.26%-57
TSCAN THERAPEUTICS INC35,56335,5630108490.03%-59
SALESFORCE INC(CRM)1,4411,491+504824000.21%-82
MDU RES GROUP INC(MDU)75,96675,96601,3691,2850.66%-84
ASML HOLDING N V
N Y REGISTRY SHS
2,8002,80001,9411,8550.95%-85
MARINEMAX INC22,88626,700+3,8146635740.30%-88
DEFINITIVE HEALTHCARE CORP23,3920-23,392960-96
GITLAB INC(GTLB)8,3907,935-4554733730.19%-100
LIGHTSPEED COMMERCE INC(LSPD)229,242383,088+153,8463,4913,3521.72%-139
WORKIVA INC(WK)4,5594,456-1034993380.17%-161
UIPATH INC(PATH)16,2390-16,2392060-206
NISOURCE INC(NI)57,13746,961-10,1762,1001,8830.97%-218
CLOUDFLARE INC(NET)8,1185,532-2,5868746230.32%-251
LOANDEPOT INC298,310298,31006093550.18%-254
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