MondegarAI
Capital Impact Advisors, LLC

Q1 2025 · 13F-HR

Capital Impact Advisors, LLCholdings as filed

Filed 2025-05-20 · accession 0001420506-25-001332

$261.0M
Reported value
30
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLALPHABET INC$17.5M6.69%112,962CommonSOLE
30303M102METAMETA PLATFORMS INC$15.6M5.99%27,146CommonSOLE
67066G104NVDANVIDIA CORPORATION$14.3M5.48%132,070CommonSOLE
68389X105ORCLORACLE CORP$11.9M4.56%85,213CommonSOLE
25809K105DASHDOORDASH INC$10.8M4.13%59,034CommonSOLE
79466L302CRMSALESFORCE INC$10.7M4.11%39,924CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$10.3M3.96%29,327CommonSOLE
217204106CPRTCOPART INC$9.8M3.74%172,505CommonSOLE
009066101ABNBAIRBNB INC$9.7M3.70%80,892CommonSOLE
770700102HOODROBINHOOD MKTS INC$9.1M3.49%218,964CommonSOLE
03831W108APPAPPLOVIN CORP$9.0M3.43%33,804CommonSOLE
871607107SNPSSYNOPSYS INC$8.9M3.41%20,767CommonSOLE
761152107RMDRESMED INC$8.5M3.27%38,139CommonSOLE
219948106CPAYCORPAY INC$8.2M3.13%23,450CommonSOLE
040413205ANETARISTA NETWORKS INC$7.8M2.98%100,520CommonSOLE
03674X106ARANTERO RESOURCES CORP$7.7M2.94%189,745CommonSOLE
88160R101TSLATESLA INC$7.6M2.89%29,154CommonSOLE
30161Q104EXELEXELIXIS INC$7.4M2.85%201,609CommonSOLE
888787108TOSTTOAST INC$7.4M2.82%221,662CommonSOLE
90353W103UIUBIQUITI INC$7.0M2.70%22,691CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$6.9M2.64%207,809CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$6.9M2.63%36,585CommonSOLE
23804L103DDOGDATADOG INC$6.7M2.57%67,571CommonSOLE
632307104NTRANATERA INC$6.7M2.56%47,281CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$6.5M2.49%21,112CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$6.1M2.35%20,126CommonSOLE
379577208GMEDGLOBUS MED INC$6.1M2.35%83,769CommonSOLE
03783C100APPFAPPFOLIO INC$5.8M2.23%26,464CommonSOLE
74624M102PPURE STORAGE INC$5.6M2.15%126,871CommonSOLE
88339J105TTDTHE TRADE DESK INC$4.5M1.72%81,885CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.