DC Investments Management, LLC — 13F Holdings & Portfolio
CIK 1565951 · latest 13F-HR filed 2026-05-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$261.2M
Long-equity book
Holdings
76
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+30 / −2 / ↑14 / ↓26
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ASML HLDG NV$2.2M +23.5%
- MODERNA INC$1.5M +72.3%
- DIGITALOCEAN HLDGS INC$523.9K +78.3%
- AMERICAN ELEC PWR CO INC$287.5K +13.7%
- EVERGY INC$262.7K +13.0%
Top Trims
- EQT CORP-$1.7M -31.8%
- GULFPORT ENERGY CORP-$1.3M -26.4%
- EXPAND ENERGY CORPORATION-$1.3M -26.2%
- PIEDMONT REALTY TRUST INC-$1.3M -21.2%
- UNITEDHEALTH GROUP INC-$993.5K -18.0%
New Positions
- STATE STR SPDR S&P MIDCAP 40$18.9M
- INTUIT$4.2M
- META PLATFORMS INC$3.4M
- PALOMAR HLDGS INC$1.4M
- AMERICAN FINANCIAL GROUP INC$1.4M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $122.4M | 46.87% | 885,102 | SH |
| 2 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $18.9M | 7.24% | 30,673 | SH |
| 3 | ASML HLDG NV | ASML | N07059210 | $11.6M | 4.44% | 8,788 | SH |
| 4 | PIEDMONT REALTY TRUST INC | PDM | 720190206 | $4.9M | 1.87% | 744,654 | SH |
| 5 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $4.5M | 1.73% | 16,692 | SH |
| 6 | INTUIT | INTU | 461202103 | $4.2M | 1.62% | 9,803 | SH |
| 7 | MERCADOLIBRE INC | MELI | 58733R102 | $4.0M | 1.55% | 2,342 | SH |
| 8 | GULFPORT ENERGY CORP | GPOR | 402635502 | $3.7M | 1.43% | 17,701 | SH |
| 9 | EXPAND ENERGY CORPORATION | EXE | 165167735 | $3.7M | 1.42% | 33,887 | SH |
| 10 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $3.7M | 1.40% | 50,817 | SH |
| 11 | EQT CORP | EQT | 26884L109 | $3.6M | 1.37% | 56,375 | SH |
| 12 | ANTERO RESOURCES CORP | AR | 03674X106 | $3.6M | 1.36% | 83,872 | SH |
| 13 | MODERNA INC | MRNA | 60770K107 | $3.5M | 1.33% | 68,624 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $3.4M | 1.30% | 5,950 | SH |
| 15 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $2.4M | 0.91% | 18,232 | SH |
| 16 | ATMOS ENERGY CORP | ATO | 049560105 | $2.3M | 0.88% | 12,438 | SH |
| 17 | EVERGY INC | EVRG | 30034W106 | $2.3M | 0.87% | 27,863 | SH |
| 18 | PERMIAN RESOURCES CORP | PR | 71424F105 | $2.3M | 0.87% | 106,611 | SH |
| 19 | DEVON ENERGY CORP NEW | DVN | 25179M103 | $2.2M | 0.85% | 44,128 | SH |
| 20 | COTERRA ENERGY INC | CTRA | 127097103 | $2.2M | 0.85% | 63,092 | SH |
| 21 | NISOURCE INC | NI | 65473P105 | $2.2M | 0.84% | 46,961 | SH |
| 22 | RANGE RES CORP | RRC | 75281A109 | $2.2M | 0.84% | 48,383 | SH |
| 23 | NORTHWESTERN ENERGY GROUP IN | NWE | 668074305 | $2.2M | 0.83% | 32,976 | SH |
| 24 | EXELON CORP | EXC | 30161N101 | $2.2M | 0.83% | 44,187 | SH |
| 25 | PORTLAND GEN ELEC CO | POR | 736508847 | $2.2M | 0.82% | 40,750 | SH |
| 26 | EVERSOURCE ENERGY | ES | 30040W108 | $2.1M | 0.81% | 30,471 | SH |
| 27 | CONSOLIDATED EDISON INC | ED | 209115104 | $2.1M | 0.80% | 18,543 | SH |
| 28 | AMEREN CORP | AEE | 023608102 | $2.1M | 0.80% | 18,978 | SH |
| 29 | BLACK HILLS CORP | BKH | 092113109 | $2.1M | 0.79% | 29,900 | SH |
| 30 | CNX RES CORP | CNX | 12653C108 | $2.0M | 0.78% | 53,009 | SH |
| 31 | PPL CORP | PPL | 69351T106 | $2.0M | 0.78% | 53,464 | SH |
| 32 | OGE ENERGY CORP | OGE | 670837103 | $2.0M | 0.76% | 41,492 | SH |
| 33 | UNITIL CORP | UTL | 913259107 | $1.7M | 0.66% | 32,855 | SH |
| 34 | GOGO INC | GOGO | 38046C109 | $1.5M | 0.59% | 385,140 | SH |
| 35 | PALOMAR HLDGS INC | PLMR | 69753M105 | $1.4M | 0.53% | 11,507 | SH |
| 36 | AMERICAN FINANCIAL GROUP INC | AFG | 025932104 | $1.4M | 0.52% | 10,721 | SH |
| 37 | OLD REP INTL CORP | ORI | 680223104 | $1.3M | 0.51% | 33,426 | SH |
| 38 | BERKLEY W R CORP | WRB | 084423102 | $1.3M | 0.51% | 19,958 | SH |
| 39 | RLI CORP | RLI | 749607107 | $1.3M | 0.50% | 22,978 | SH |
| 40 | SKYWARD SPECIALTY INS GROUP | SKWD | 830940102 | $1.3M | 0.50% | 29,987 | SH |
| 41 | KINSALE CAP GROUP INC | KNSL | 49714P108 | $1.3M | 0.48% | 3,688 | SH |
| 42 | DIGITALOCEAN HLDGS INC | DOCN | 25402D102 | $1.2M | 0.46% | 13,910 | SH |
| 43 | CLOUDFLARE INC | NET | 18915M107 | $1.1M | 0.44% | 5,532 | SH |
| 44 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $671.9K | 0.26% | 1,721 | SH |
| 45 | OKTA INC | OKTA | 679295105 | $582.1K | 0.22% | 7,396 | SH |
| 46 | PALO ALTO NETWORKS INC | PANW | 697435105 | $563.2K | 0.22% | 3,513 | SH |
| 47 | TWILIO INC | TWLO | 90138F102 | $556.8K | 0.21% | 4,425 | SH |
| 48 | ZSCALER INC | ZS | 98980G102 | $468.3K | 0.18% | 3,338 | SH |
| 49 | CISCO SYS INC | CSCO | 17275R102 | $468.0K | 0.18% | 6,032 | SH |
| 50 | ZOOM COMMUNICATIONS INC | ZM | 98980L101 | $454.4K | 0.17% | 5,653 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $261.2M | 76 | 0001398344-26-009111 |
| 2025-12-31 | 2026-02-13 | $226.1M | 48 | 0001398344-26-002961 |
| 2025-09-30 | 2025-11-10 | $241.1M | 95 | 0001398344-25-020562 |