Capital Impact Advisors, LLC

CIK: 0001602198Latest portfolio: $1.3B · Q4 2025

Holdings

30

Total Value

$1.3B

New Positions

5

Closed Positions

5

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION
821,821$153.3M11.99%+559K
2
METAMETA PLATFORMS INC
118,104$78.0M6.10%+80K
3
CARTMAPLEBEAR INC
1,359,107$61.1M4.78%+1.2M
4
AFRMAFFIRM HLDGS INC
731,252$54.4M4.26%+569K
5
PATHUIPATH INC
3,188,606$52.3M4.09%NEW
6
TOSTTOAST INC
1,409,764$50.1M3.92%+1.2M
7
EX9EXELIXIS INC
1,094,466$48.0M3.75%+892K
8
MEDPMEDPACE HLDGS INC
83,962$47.2M3.69%+57K
9
PEGAPEGASYSTEMS INC
765,317$45.7M3.58%NEW
10
VEEVVEEVA SYS INC
193,450$43.2M3.38%NEW
11
APPAPPLOVIN CORP
61,829$41.7M3.26%+22K
12
NTRANATERA INC
178,567$40.9M3.20%+114K
13
ARANTERO RESOURCES CORP
1,146,775$39.5M3.09%+904K
14
TSLATESLA INC
87,180$39.2M3.07%+54K
15
RMERESMED INC
159,358$38.4M3.00%+114K
16
DDOGDATADOG INC
271,264$36.9M2.89%NEW
17
PLTRPALANTIR TECHNOLOGIES INC
203,519$36.2M2.83%+109K
18
DASHDOORDASH INC
150,345$34.0M2.66%+94K
19
ANETARISTA NETWORKS INC
258,771$33.9M2.65%+125K
20
ORCLORACLE CORP
168,092$32.8M2.56%+96K
21
IBKRINTERACTIVE BROKERS GROUP IN
493,957$31.8M2.49%+313K
22
ZSZSCALER INC
141,188$31.8M2.48%NEW
23
6RJ0ROCKET LAB CORP
452,728$31.6M2.47%+146K
24
HOODROBINHOOD MKTS INC
271,433$30.7M2.40%+165K
25
APPFAPPFOLIO INC
128,314$29.9M2.34%+93K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
AFRM731K+569K
NVDA822K+559K
IBKR494K+313K
NFLX309K+294K
TTD450K+291K
HOOD271K+165K
6RJ0453K+146K
ANET259K+125K
MEDP84K+57K
TSLA87K+54K

Decreased Positions

NameSharesChange
RDDT119K46K
META118K80K
APPF128K93K
DASH150K94K
ORCL168K96K
PLTR204K109K
NTRA179K114K
RME159K114K
EX91.1M892K
AR1.1M904K

Sector Breakdown

Technology0.0% ($1.5326954427522612e+61T)
Communication Services0.0% ($77959340502.9T)
Unknown0.0% ($479703.8T)
Healthcare0.0% ($471574.3T)
Financial Services0.0% ($317663.1T)
Consumer Cyclical0.0% ($6.1T)
Energy0.0% ($39.5M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$1.3B30
Q3 2025Nov 14, 2025$447.1B30
Q2 2025Aug 18, 2025$332.2B30
Q1 2025May 20, 2025$261.0B30

Fund Information

CIK0001602198
Most Recent FilingFeb 17, 2026
Number of Filings4

Capital Impact Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.3B across 30 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 12.0% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.