Capital Impact Advisors as of June 30, 2026
Portfolio Holdings for Capital Impact Advisors
Capital Impact Advisors holds 29 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.5 | $206M | 1.0M | 200.09 | |
| Astera Labs (ALAB) | 9.4 | $168M | 349k | 483.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.0 | $142M | 397k | 357.37 | |
| Meta Platforms Cl A (META) | 5.4 | $97M | 172k | 563.29 | |
| Applovin Corp Com Cl A (APP) | 4.8 | $86M | 167k | 515.23 | |
| Natera (NTRA) | 4.5 | $80M | 296k | 271.45 | |
| Robinhood Mkts Com Cl A (HOOD) | 4.3 | $77M | 771k | 100.28 | |
| Veeva Sys Cl A Com (VEEV) | 3.9 | $69M | 388k | 177.47 | |
| Reddit Cl A (RDDT) | 3.4 | $60M | 348k | 173.58 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.2 | $57M | 704k | 81.55 | |
| Axon Enterprise (AXON) | 3.2 | $57M | 101k | 560.61 | |
| Rocket Lab Corp (RKLB) | 3.0 | $54M | 534k | 101.65 | |
| Arista Networks Com Shs (ANET) | 2.8 | $50M | 296k | 169.88 | |
| Mongodb Cl A (MDB) | 2.8 | $50M | 148k | 335.90 | |
| Roku Com Cl A (ROKU) | 2.6 | $47M | 340k | 138.14 | |
| Tempus Ai Cl A (TEM) | 2.5 | $45M | 771k | 57.93 | |
| Doordash Cl A (DASH) | 2.5 | $44M | 240k | 184.53 | |
| Exelixis (EXEL) | 2.3 | $41M | 755k | 54.41 | |
| Virtu Finl Cl A (VIRT) | 2.3 | $40M | 679k | 59.57 | |
| Draftkings Com Cl A (DKNG) | 2.2 | $39M | 1.6M | 25.26 | |
| Monolithic Power Systems (MPWR) | 2.2 | $38M | 28k | 1382.36 | |
| Toast Cl A (TOST) | 2.1 | $37M | 1.3M | 27.82 | |
| Medpace Hldgs (MEDP) | 2.0 | $36M | 68k | 529.59 | |
| Tesla Motors (TSLA) | 2.0 | $36M | 84k | 420.60 | |
| Pegasystems (PEGA) | 1.9 | $34M | 1.1M | 29.97 | |
| ResMed (RMD) | 1.7 | $30M | 152k | 194.88 | |
| Globus Med Cl A (GMED) | 1.6 | $29M | 370k | 79.01 | |
| Ubiquiti (UI) | 1.1 | $20M | 38k | 534.03 | |
| Palantir Technologies Cl A (PLTR) | 0.7 | $12M | 104k | 116.67 |
