DC Investments Management as of June 30, 2025
Portfolio Holdings for DC Investments Management
DC Investments Management holds 104 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 35.7 | $86M | 667k | 128.52 | |
| Par Pac Holdings Com New (PARR) | 3.3 | $8.0M | 301k | 26.53 | |
| Gogo (GOGO) | 2.4 | $5.8M | 393k | 14.68 | |
| EQT Corporation (EQT) | 2.3 | $5.5M | 94k | 58.32 | |
| Piedmont Realty Trust Com Cl A (PDM) | 2.3 | $5.4M | 745k | 7.29 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 2.2 | $5.3M | 194k | 27.40 | |
| Chesapeake Energy Corp (EXE) | 2.1 | $5.1M | 44k | 116.94 | |
| Antero Res (AR) | 2.1 | $4.9M | 123k | 40.28 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.0 | $4.9M | 6.1k | 801.39 | |
| Gulfport Energy Corp Common Shares (GPOR) | 2.0 | $4.7M | 23k | 201.17 | |
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 1.8 | $4.3M | 363k | 11.71 | |
| Calix (CALX) | 1.7 | $4.1M | 77k | 53.19 | |
| Koppers Holdings (KOP) | 1.6 | $3.8M | 118k | 32.15 | |
| MercadoLibre (MELI) | 1.5 | $3.6M | 1.4k | 2613.63 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 1.4 | $3.4M | 105k | 31.99 | |
| Taboola.com Ord Shs (TBLA) | 1.2 | $2.8M | 764k | 3.66 | |
| Range Resources (RRC) | 1.2 | $2.8M | 68k | 40.67 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.0 | $2.4M | 95k | 25.38 | |
| Devon Energy Corporation (DVN) | 1.0 | $2.4M | 75k | 31.81 | |
| Permian Resources Corp Class A Com (PR) | 1.0 | $2.3M | 171k | 13.62 | |
| Cnx Resources Corporation (CNX) | 0.9 | $2.2M | 66k | 33.68 | |
| Columbus McKinnon (CMCO) | 0.9 | $2.2M | 142k | 15.27 | |
| Jeld-wen Hldg (JELD) | 0.9 | $2.1M | 539k | 3.92 | |
| Matador Resources (MTDR) | 0.9 | $2.1M | 44k | 47.72 | |
| McGrath Rent (MGRC) | 0.9 | $2.1M | 18k | 115.96 | |
| Eversource Energy (ES) | 0.8 | $1.9M | 31k | 63.62 | |
| Evergy (EVRG) | 0.8 | $1.9M | 28k | 68.93 | |
| Exelon Corporation (EXC) | 0.8 | $1.9M | 44k | 43.42 | |
| Atmos Energy Corporation (ATO) | 0.8 | $1.9M | 12k | 154.11 | |
| NiSource (NI) | 0.8 | $1.9M | 47k | 40.34 | |
| Moderna (MRNA) | 0.8 | $1.9M | 69k | 27.59 | |
| American Electric Power Company (AEP) | 0.8 | $1.9M | 18k | 103.76 | |
| Consolidated Edison (ED) | 0.8 | $1.9M | 19k | 100.35 | |
| Oge Energy Corp (OGE) | 0.8 | $1.8M | 42k | 44.38 | |
| Ameren Corporation (AEE) | 0.8 | $1.8M | 19k | 96.04 | |
| PPL Corporation (PPL) | 0.8 | $1.8M | 54k | 33.89 | |
| Unitil Corporation (UTL) | 0.7 | $1.7M | 33k | 52.15 | |
| Northwestern Energy Group In Com New (NWE) | 0.7 | $1.7M | 33k | 51.30 | |
| Black Hills Corporation (BKH) | 0.7 | $1.7M | 30k | 56.10 | |
| Portland Gen Elec Com New (POR) | 0.7 | $1.7M | 41k | 40.63 | |
| MDU Resources (MDU) | 0.5 | $1.3M | 76k | 16.67 | |
| Cloudflare Cl A Com (NET) | 0.5 | $1.1M | 5.5k | 195.83 | |
| Rapid7 (RPD) | 0.4 | $1.1M | 46k | 23.13 | |
| Zscaler Incorporated (ZS) | 0.4 | $1.0M | 3.3k | 313.94 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $877k | 1.7k | 509.31 | |
| Rubrik Cl A (RBRK) | 0.3 | $830k | 9.3k | 89.59 | |
| Amrize SHS (AMRZ) | 0.3 | $805k | 16k | 49.55 | |
| Array Technologies Note 1.000%12/0 | 0.3 | $783k | 1.0M | 0.78 | |
| Couchbase | 0.3 | $746k | 31k | 24.38 | |
| Okta Cl A (OKTA) | 0.3 | $739k | 7.4k | 99.97 | |
| Palo Alto Networks (PANW) | 0.3 | $719k | 3.5k | 204.64 | |
| Varonis Sys (VRNS) | 0.3 | $708k | 14k | 50.75 | |
| CommVault Systems (CVLT) | 0.3 | $679k | 3.9k | 174.33 | |
| Fortinet (FTNT) | 0.3 | $676k | 6.4k | 105.72 | |
| MarineMax (HZO) | 0.3 | $671k | 27k | 25.14 | |
| Nortonlifelock (GEN) | 0.3 | $666k | 23k | 29.40 | |
| Qualys (QLYS) | 0.3 | $649k | 4.5k | 142.87 | |
| Nutanix Cl A (NTNX) | 0.2 | $596k | 7.8k | 76.44 | |
| Mitek Sys Com New (MITK) | 0.2 | $577k | 58k | 9.90 | |
| Avepoint Com Cl A (AVPT) | 0.2 | $576k | 30k | 19.31 | |
| Toast Cl A (TOST) | 0.2 | $571k | 13k | 44.29 | |
| Olo Cl A | 0.2 | $571k | 64k | 8.90 | |
| Microsoft Corporation (MSFT) | 0.2 | $568k | 1.1k | 497.41 | |
| Twilio Cl A (TWLO) | 0.2 | $550k | 4.4k | 124.36 | |
| Box Cl A (BOX) | 0.2 | $535k | 16k | 34.17 | |
| Tenable Hldgs (TENB) | 0.2 | $527k | 16k | 33.78 | |
| Village Super Mkt Cl A New (VLGEA) | 0.2 | $523k | 14k | 38.50 | |
| Autodesk (ADSK) | 0.2 | $517k | 1.7k | 309.57 | |
| Ansys (ANSS) | 0.2 | $507k | 1.4k | 351.22 | |
| Sentinelone Cl A (S) | 0.2 | $502k | 28k | 18.28 | |
| TrueBlue (TBI) | 0.2 | $501k | 77k | 6.48 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.2 | $497k | 23k | 21.93 | |
| Sprinklr Cl A (CXM) | 0.2 | $493k | 58k | 8.46 | |
| Unity Software (U) | 0.2 | $490k | 20k | 24.20 | |
| Blackline (BL) | 0.2 | $473k | 8.4k | 56.62 | |
| Avidxchange Holdings (AVDX) | 0.2 | $472k | 48k | 9.79 | |
| Dropbox Cl A (DBX) | 0.2 | $470k | 16k | 28.60 | |
| Outbrain (TEAD) | 0.2 | $470k | 190k | 2.48 | |
| Evolent Health Cl A (EVH) | 0.2 | $457k | 41k | 11.26 | |
| Ptc (PTC) | 0.2 | $454k | 2.6k | 172.34 | |
| Zoom Communications Cl A (ZM) | 0.2 | $441k | 5.7k | 77.98 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $440k | 1.1k | 386.88 | |
| N-able Common Stock (NABL) | 0.2 | $424k | 52k | 8.10 | |
| Paylocity Holding Corporation (PCTY) | 0.2 | $421k | 2.3k | 181.19 | |
| Akamai Technologies (AKAM) | 0.2 | $415k | 5.2k | 79.76 | |
| Ncino (NCNO) | 0.2 | $407k | 15k | 27.97 | |
| salesforce (CRM) | 0.2 | $407k | 1.5k | 272.69 | |
| Intapp (INTA) | 0.2 | $404k | 7.8k | 51.62 | |
| Ringcentral Cl A (RNG) | 0.2 | $399k | 14k | 28.35 | |
| Digitalocean Hldgs (DOCN) | 0.2 | $397k | 14k | 28.56 | |
| Atlassian Corporation Cl A (TEAM) | 0.2 | $397k | 2.0k | 203.09 | |
| Bigcommerce Hldgs Com Ser 1 (CMRC) | 0.2 | $395k | 79k | 5.00 | |
| Loandepot Com Cl A (LDI) | 0.2 | $379k | 298k | 1.27 | |
| DV (DV) | 0.2 | $376k | 25k | 14.97 | |
| Block Cl A (XYZ) | 0.2 | $369k | 5.4k | 67.93 | |
| SPS Commerce (SPSC) | 0.2 | $364k | 2.7k | 136.09 | |
| Gitlab Class A Com (GTLB) | 0.1 | $358k | 7.9k | 45.11 | |
| Wix SHS (WIX) | 0.1 | $354k | 2.2k | 158.46 | |
| Sprout Social Com Cl A (SPT) | 0.1 | $321k | 15k | 20.91 | |
| Workiva Com Cl A (WK) | 0.1 | $305k | 4.5k | 68.45 | |
| Braze Com Cl A (BRZE) | 0.1 | $302k | 11k | 28.10 | |
| Simulations Plus (SLP) | 0.1 | $283k | 16k | 17.45 | |
| Weave Communications (WEAV) | 0.1 | $259k | 31k | 8.32 | |
| Tscan Therapeutics (TCRX) | 0.0 | $52k | 36k | 1.45 |