# EDGAR Filing Document

**Accession Number:** 0002016793
**File Stem:** 0001085146-25-003694
**Filing Date:** 2025-7
**Character Count:** 13357
**Document Hash:** 05361da0944ddfd296c849c5cbf9c93f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-003694.hdr.sgml**: 20250709

**ACCESSION NUMBER**: 0001085146-25-003694

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250709

**DATE AS OF CHANGE**: 20250709

**EFFECTIVENESS DATE**: 20250709

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** DLK Investment Management, LLC
- **CENTRAL INDEX KEY:** 0002016793

**ORGANIZATION NAME:**
- **EIN:** 263614193
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24052
- **FILM NUMBER:** 251114343

**BUSINESS ADDRESS:**
- **STREET 1:** 238 N CEDROS AVE
- **STREET 2:** SUITE 200
- **CITY:** SOLANA BEACH
- **STATE:** CA
- **ZIP:** 92075
- **BUSINESS PHONE:** 858.433.3200

**MAIL ADDRESS:**
- **STREET 1:** 238 N CEDROS AVE
- **STREET 2:** SUITE 200
- **CITY:** SOLANA BEACH
- **STATE:** CA
- **ZIP:** 92075

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** DLK Investment Management LLC<br>**Address:** 238 N CEDROS AVE<br>SUITE 200<br>SOLANA BEACH, CA 92075

**Form 13F File Number:** 028-24052

**CRD Number (if applicable):** 000149096

**SEC File Number (if applicable):** 801-69825

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Donald O. Dempster<br>**Title:** President  CCO<br>**Phone:** 858-433-3210

**Signature, Place, and Date of Signing:**

/s/Donald O. Dempster  Solana Beach, CA  07-09-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 90

**Form 13F Information Table Value Total:** $264635977

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 | BBG001S5N9M6 | 6808679 | 50060 | SH |  | SOLE |  | 50060 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 362516 | 1953 | SH |  | SOLE |  | 1953 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | BBG001SCXK90 | 3178097 | 10633 | SH |  | SOLE |  | 10633 | 0 | 0 |
| ADC THERAPEUTICS SA | SHS | H0036K147 | BBG00Q6Q3RN0 | 67817 | 25305 | SH |  | SOLE |  | 25305 | 0 | 0 |
| ADOBE INC | COM | 00724F101 | BBG001S5NCQ5 | 4531139 | 11712 | SH |  | SOLE |  | 11712 | 0 | 0 |
| AIRBNB INC | COM CL A | 009066101 | BBG001Y2XS16 | 340246 | 2571 | SH |  | SOLE |  | 2571 | 0 | 0 |
| ALECTOR INC | COM | 014442107 | BBG00N0PL214 | 21700 | 15500 | SH |  | SOLE |  | 15500 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 578677 | 3282 | SH |  | SOLE |  | 3282 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 11774735 | 66377 | SH |  | SOLE |  | 66377 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 6362434 | 28997 | SH |  | SOLE |  | 28997 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG001S5P034 | 277194 | 869 | SH |  | SOLE |  | 869 | 0 | 0 |
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 5813633 | 20822 | SH |  | SOLE |  | 20822 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 13950726 | 68006 | SH |  | SOLE |  | 68006 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 | BBG001S5NMM7 | 430215 | 2350 | SH |  | SOLE |  | 2350 | 0 | 0 |
| AVIDITY BIOSCIENCES INC | COM | 05370A108 | BBG00FQ7LXX0 | 218680 | 7700 | SH |  | SOLE |  | 7700 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 | BBG001S5P374 | 3780200 | 21946 | SH |  | SOLE |  | 21946 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 578552 | 1191 | SH |  | SOLE |  | 1191 | 0 | 0 |
| BITFARMS LTD | COM | 09173B107 | BBG00PGMZVM7 | 19745 | 23500 | SH |  | SOLE |  | 23500 | 0 | 0 |
| BLACK DIAMOND THERAPEUTICS I | COM | 09203E105 | BBG00MS4Y0X8 | 50096 | 20200 | SH |  | SOLE |  | 20200 | 0 | 0 |
| BRIDGE INVT GROUP HLDGS INC | COM CL A | 10806B100 | BBG011KG5XK8 | 7131665 | 712454 | SH |  | SOLE |  | 712454 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 495894 | 1799 | SH |  | SOLE |  | 1799 | 0 | 0 |
| BTCS INC | COM NEW | 05581M404 | BBG001T3BGY4 | 71262 | 32392 | SH |  | SOLE |  | 32392 | 0 | 0 |
| CERAGON NETWORKS LTD | ORD | M22013102 | BBG001SFSXD6 | 74292 | 30200 | SH |  | SOLE |  | 30200 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 342510 | 2392 | SH |  | SOLE |  | 2392 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | BBG001SP50B3 | 5572551 | 99244 | SH |  | SOLE |  | 99244 | 0 | 0 |
| CIPHER MINING INC | COM | 17253J106 | BBG00XYHY0L1 | 92254 | 19300 | SH |  | SOLE |  | 19300 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 4588231 | 66132 | SH |  | SOLE |  | 66132 | 0 | 0 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | BBG001SD31G5 | 5009568 | 30794 | SH |  | SOLE |  | 30794 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 9981442 | 10083 | SH |  | SOLE |  | 10083 | 0 | 0 |
| CRANE COMPANY | COMMON STOCK | 224408104 | BBG016G0L0V9 | 978693 | 5154 | SH |  | SOLE |  | 5154 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | BBG00BLYKRZ7 | 378417 | 743 | SH |  | SOLE |  | 743 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 | BBG001S5QGT0 | 4919551 | 24904 | SH |  | SOLE |  | 24904 | 0 | 0 |
| DARIOHEALTH CORP | COM NEW | 23725P209 | BBG003V5PCZ5 | 101612 | 151659 | SH |  | SOLE |  | 151659 | 0 | 0 |
| DEERE  CO | COM | 244199105 | BBG001S5QFF7 | 4273310 | 8404 | SH |  | SOLE |  | 8404 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 | BBG001S5QZ45 | 481580 | 1349 | SH |  | SOLE |  | 1349 | 0 | 0 |
| EDITAS MEDICINE INC | COM | 28106W103 | BBG005MX5H08 | 67582 | 30719 | SH |  | SOLE |  | 30719 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 419558 | 3892 | SH |  | SOLE |  | 3892 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 | BBG001S5PVD5 | 1261468 | 4901 | SH |  | SOLE |  | 4901 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 | BBG013G17W77 | 891089 | 1684 | SH |  | SOLE |  | 1684 | 0 | 0 |
| HERON THERAPEUTICS INC | COM | 427746102 | BBG001SB92D4 | 35997 | 17390 | SH |  | SOLE |  | 17390 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 5579304 | 15217 | SH |  | SOLE |  | 15217 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 | BBG001S5X1N1 | 7138734 | 30654 | SH |  | SOLE |  | 30654 | 0 | 0 |
| HUNT J B TRANS SVCS INC | COM | 445658107 | BBG001S5SFY4 | 249577 | 1738 | SH |  | SOLE |  | 1738 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | BBG001S5SDX0 | 6049237 | 24466 | SH |  | SOLE |  | 24466 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | BBG001SDJ4R0 | 8961877 | 48847 | SH |  | SOLE |  | 48847 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 853093 | 2894 | SH |  | SOLE |  | 2894 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 5629387 | 36854 | SH |  | SOLE |  | 36854 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 9054948 | 31234 | SH |  | SOLE |  | 31234 | 0 | 0 |
| KENVUE INC | COM | 49177J102 | BBG01C79X614 | 3552595 | 169737 | SH |  | SOLE |  | 169737 | 0 | 0 |
| LINDE PLC | SHS | G54950103 | BBG01FND0CH6 | 3902237 | 8317 | SH |  | SOLE |  | 8317 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 545152 | 970 | SH |  | SOLE |  | 970 | 0 | 0 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 | BBG001S79S19 | 5076644 | 66957 | SH |  | SOLE |  | 66957 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 4750536 | 16259 | SH |  | SOLE |  | 16259 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 | BBG001S5T2S9 | 4573933 | 52471 | SH |  | SOLE |  | 52471 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 5996679 | 8125 | SH |  | SOLE |  | 8125 | 0 | 0 |
| MICROALGO INC | ORD SHS | G6077Y301 | BBG00YMWQ788 | 5463 | 10730 | SH |  | SOLE |  | 10730 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 18142544 | 36475 | SH |  | SOLE |  | 36475 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 3138921 | 2344 | SH |  | SOLE |  | 2344 | 0 | 0 |
| NKARTA INC | COM | 65487U108 | BBG00JXHS9H6 | 18791 | 11320 | SH |  | SOLE |  | 11320 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 1478659 | 9360 | SH |  | SOLE |  | 9360 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 341937 | 1564 | SH |  | SOLE |  | 1564 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | BBG001T53796 | 380605 | 2792 | SH |  | SOLE |  | 2792 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 | BBG001T9NWN5 | 525516 | 2568 | SH |  | SOLE |  | 2568 | 0 | 0 |
| PASSAGE BIO INC | COM | 702712100 | BBG00NBK4XG8 | 24418 | 61000 | SH |  | SOLE |  | 61000 | 0 | 0 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 4713202 | 35695 | SH |  | SOLE |  | 35695 | 0 | 0 |
| Q32 BIO INC | COM | 746964105 | BBG00CTTJWS7 | 15396 | 10333 | SH |  | SOLE |  | 10333 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 4074614 | 25585 | SH |  | SOLE |  | 25585 | 0 | 0 |
| QUANTUM SI INC | COM CL A | 74765K105 | BBG00X8RS972 | 38710 | 19750 | SH |  | SOLE |  | 19750 | 0 | 0 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | BBG001S9GX43 | 942698 | 5248 | SH |  | SOLE |  | 5248 | 0 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | BBG001S6PX49 | 401625 | 765 | SH |  | SOLE |  | 765 | 0 | 0 |
| REVOLUTION MEDICINES INC | *W EXP 12/17/202 | 76155X118 |  | 43208 | 164477 | SH |  | SOLE |  | 164477 | 0 | 0 |
| RIGETTI COMPUTING INC | COMMON STOCK | 76655K103 | BBG00Z911SZ9 | 640452 | 54001 | SH |  | SOLE |  | 54001 | 0 | 0 |
| RIOT PLATFORMS INC | COM | 767292105 | BBG001SDW128 | 288150 | 25500 | SH |  | SOLE |  | 25500 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | BBG008NMBXP6 | 246434 | 2632 | SH |  | SOLE |  | 2632 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 | BBG001S5X5Q9 | 7498777 | 51354 | SH |  | SOLE |  | 51354 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 405017 | 1485 | SH |  | SOLE |  | 1485 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 | BBG001S5VXD4 | 5375754 | 58919 | SH |  | SOLE |  | 58919 | 0 | 0 |
| SEMPRA | COM | 816851109 | BBG001SBVZ73 | 1449253 | 19127 | SH |  | SOLE |  | 19127 | 0 | 0 |
| SHAKE SHACK INC | CL A | 819047101 | BBG0063GCHJ6 | 277826 | 1976 | SH |  | SOLE |  | 1976 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | BBG004DW5NC7 | 349511 | 3030 | SH |  | SOLE |  | 3030 | 0 | 0 |
| SNAP INC | CL A | 83304A106 | BBG00441QMK5 | 423968 | 48788 | SH |  | SOLE |  | 48788 | 0 | 0 |
| STANDARD BIOTOOLS INC | COM | 34385P108 | BBG001T0FDP3 | 13656 | 11380 | SH |  | SOLE |  | 11380 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 5798566 | 18254 | SH |  | SOLE |  | 18254 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 | BBG001S5WYZ7 | 3232510 | 15569 | SH |  | SOLE |  | 15569 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 241328 | 5577 | SH |  | SOLE |  | 5577 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 10894578 | 30685 | SH |  | SOLE |  | 30685 | 0 | 0 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 7215205 | 73790 | SH |  | SOLE |  | 73790 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 | BBG001S5XH47 | 7596625 | 33199 | SH |  | SOLE |  | 33199 | 0 | 0 |
| WOLFSPEED INC | COM | 977852102 | BBG001S6YWT4 | 9485 | 23785 | SH |  | SOLE |  | 23785 | 0 | 0 |
| ZIM INTEGRATED SHIPPING SERV | SHS | M9T951109 | BBG00YQ7XRV1 | 165035 | 10257 | SH |  | SOLE |  | 10257 | 0 | 0 |

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