# EDGAR Filing Document

**Accession Number:** 0002055535
**File Stem:** 0001754960-25-000458
**Filing Date:** 2025-7
**Character Count:** 9284
**Document Hash:** 19732b47e75b9119e32c89f8a0d4e4d5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-25-000458.hdr.sgml**: 20250722

**ACCESSION NUMBER**: 0001754960-25-000458

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250722

**DATE AS OF CHANGE**: 20250721

**EFFECTIVENESS DATE**: 20250722

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Davidson Kahn Capital Management, LLC
- **CENTRAL INDEX KEY:** 0002055535

**ORGANIZATION NAME:**
- **EIN:** 822316902
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25340
- **FILM NUMBER:** 251138509

**BUSINESS ADDRESS:**
- **STREET 1:** 14011 VENTURA BLVD
- **STREET 2:** SUITE 302
- **CITY:** SHERMAN OAKS
- **STATE:** CA
- **ZIP:** 91423
- **BUSINESS PHONE:** 310-928-8192

**MAIL ADDRESS:**
- **STREET 1:** 14011 VENTURA BLVD
- **CITY:** SHERMAN OAKS
- **STATE:** CA
- **ZIP:** 91423

### 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:** Davidson Kahn Capital Management LLC<br>**Address:** 14011 VENTURA BLVD<br>SHERMAN OAKS, CA 91423

**Form 13F File Number:** 028-25340

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:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

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

Aryn Sands  Reno, NV  07-21-2025<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:** 58

**Form 13F Information Table Value Total:** $155974965

      (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 |
| TABOOLA.COM LTD | ORD SHS | M8744T106 |  | 177305 | 48444 | SH |  | SOLE |  | 0 | 0 | 48444 |
| API GROUP CORP | COM STK | 00187Y100 |  | 3160046 | 61841 | SH |  | SOLE |  | 0 | 0 | 61841 |
| ACUREN CORP | COM | 00510N102 |  | 609077 | 53770 | SH |  | SOLE |  | 0 | 0 | 53770 |
| AIRBNB INC | COM CL A | 009066101 |  | 2115190 | 15958 | SH |  | SOLE |  | 0 | 0 | 15958 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 422713 | 2383 | SH |  | SOLE |  | 0 | 0 | 2383 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5239372 | 29715 | SH |  | SOLE |  | 0 | 0 | 29715 |
| AMAZON COM INC | COM | 023135106 |  | 10198125 | 46472 | SH |  | SOLE |  | 0 | 0 | 46472 |
| APPFOLIO INC | COM CL A | 03783C100 |  | 2127096 | 9225 | SH |  | SOLE |  | 0 | 0 | 9225 |
| APPLE INC | COM | 037833100 |  | 3331653 | 16238 | SH |  | SOLE |  | 0 | 0 | 16238 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 895826 | 8756 | SH |  | SOLE |  | 0 | 0 | 8756 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 711200 | 859 | SH |  | SOLE |  | 0 | 0 | 859 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3230856 | 6651 | SH |  | SOLE |  | 0 | 0 | 6651 |
| BLACKSTONE INC | COM | 09260D107 |  | 1911363 | 12758 | SH |  | SOLE |  | 0 | 0 | 12758 |
| BLACKROCK INC | COM | 09290D101 |  | 201675 | 192 | SH |  | SOLE |  | 0 | 0 | 192 |
| BROADCOM INC | COM | 11135F101 |  | 306643 | 1104 | SH |  | SOLE |  | 0 | 0 | 1104 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 |  | 3539273 | 57173 | SH |  | SOLE |  | 0 | 0 | 57173 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 |  | 2965086 | 53588 | SH |  | SOLE |  | 0 | 0 | 53588 |
| BROWN  BROWN INC | COM | 115236101 |  | 1756177 | 15810 | SH |  | SOLE |  | 0 | 0 | 15810 |
| TRUBRIDGE INC | COM | 205306103 |  | 547560 | 22680 | SH |  | SOLE |  | 0 | 0 | 22680 |
| COPART INC | COM | 217204106 |  | 2249025 | 45468 | SH |  | SOLE |  | 0 | 0 | 45468 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 416934 | 421 | SH |  | SOLE |  | 0 | 0 | 421 |
| COSTAR GROUP INC | COM | 22160N109 |  | 3244703 | 40317 | SH |  | SOLE |  | 0 | 0 | 40317 |
| COUPANG INC | CL A | 22266T109 |  | 3207817 | 107000 | SH |  | SOLE |  | 0 | 0 | 107000 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 601495 | 1181 | SH |  | SOLE |  | 0 | 0 | 1181 |
| DREAM FINDERS HOMES INC | COM CL A | 26154D100 |  | 2675013 | 106347 | SH |  | SOLE |  | 0 | 0 | 106347 |
| META PLATFORMS INC | CL A | 30303M102 |  | 4709617 | 6377 | SH |  | SOLE |  | 0 | 0 | 6377 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 282123 | 3522 | SH |  | SOLE |  | 0 | 0 | 3522 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 |  | 2662550 | 34996 | SH |  | SOLE |  | 0 | 0 | 34996 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 11106169 | 20087 | SH |  | SOLE |  | 0 | 0 | 20087 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 13121721 | 72064 | SH |  | SOLE |  | 0 | 0 | 72064 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 546176 | 4997 | SH |  | SOLE |  | 0 | 0 | 4997 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 294838 | 1017 | SH |  | SOLE |  | 0 | 0 | 1017 |
| KKR  CO INC | COM | 48251W104 |  | 3243885 | 24360 | SH |  | SOLE |  | 0 | 0 | 24360 |
| MSCI INC | COM | 55354G100 |  | 1214074 | 2101 | SH |  | SOLE |  | 0 | 0 | 2101 |
| MARKEL GROUP INC | COM | 570535104 |  | 3301636 | 1652 | SH |  | SOLE |  | 0 | 0 | 1652 |
| MICROSOFT CORP | COM | 594918104 |  | 4647232 | 9340 | SH |  | SOLE |  | 0 | 0 | 9340 |
| NVR INC | COM | 62944T105 |  | 2267398 | 305 | SH |  | SOLE |  | 0 | 0 | 305 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 971676 | 6136 | SH |  | SOLE |  | 0 | 0 | 6136 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 1360803 | 8364 | SH |  | SOLE |  | 0 | 0 | 8364 |
| PERIMETER SOLUTIONS INC | COMMON STOCK | 71385M107 |  | 4049161 | 290488 | SH |  | SOLE |  | 0 | 0 | 290488 |
| RH | COM | 74967X103 |  | 2341267 | 12372 | SH |  | SOLE |  | 0 | 0 | 12372 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1583155 | 2562 | SH |  | SOLE |  | 0 | 0 | 2562 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 1033751 | 11330 | SH |  | SOLE |  | 0 | 0 | 11330 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 10118798 | 423629 | SH |  | SOLE |  | 0 | 0 | 423629 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 682111 | 20664 | SH |  | SOLE |  | 0 | 0 | 20664 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524748 |  | 608446 | 14470 | SH |  | SOLE |  | 0 | 0 | 14470 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 768679 | 19207 | SH |  | SOLE |  | 0 | 0 | 19207 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 273742 | 1081 | SH |  | SOLE |  | 0 | 0 | 1081 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 593079 | 1720 | SH |  | SOLE |  | 0 | 0 | 1720 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 242235 | 2100 | SH |  | SOLE |  | 0 | 0 | 2100 |
| TESLA INC | COM | 88160R101 |  | 1423434 | 4481 | SH |  | SOLE |  | 0 | 0 | 4481 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 637972 | 8914 | SH |  | SOLE |  | 0 | 0 | 8914 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 582582 | 8667 | SH |  | SOLE |  | 0 | 0 | 8667 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 16770509 | 29479 | SH |  | SOLE |  | 0 | 0 | 29479 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1085030 | 3570 | SH |  | SOLE |  | 0 | 0 | 3570 |
| WALKER  DUNLOP INC | COM | 93148P102 |  | 2503122 | 35389 | SH |  | SOLE |  | 0 | 0 | 35389 |
| WATSCO INC | COM | 942622200 |  | 703278 | 1587 | SH |  | SOLE |  | 0 | 0 | 1587 |
| WISDOMTREE TR | US MIDCAP FUND | 97717W570 |  | 4403493 | 70974 | SH |  | SOLE |  | 0 | 0 | 70974 |

---