Institutions / Brasada Capital Management, LP
Brasada Capital Management, LP
CIK 1643833 · Institution · as of Dec 31, 2025
Portfolio value
$581.41M
Positions
137
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 137 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $30.83M | 5.3% |
| Microsoft Corp | $29.38M | 5.1% |
| SPDR Series Trust | $28.96M | 5.0% |
| Crh Public Ltd Co | $20.75M | 3.6% |
| Idexx Laboratories Inc /De | $19.34M | 3.3% |
| Waste Connections Inc | $19.22M | 3.3% |
| Amazon.com Inc | $18.05M | 3.1% |
| Costco Wholesale Corp /New | $15.58M | 2.7% |
| Heico Corp | $13.48M | 2.3% |
| Williams Cos Inc/The | $11.86M | 2.0% |
| Mastercard Inc | $11.29M | 1.9% |
| Moody's Corp | $11.27M | 1.9% |
| Visa Inc | $9.03M | 1.6% |
| Danaher Corp /De | $8.31M | 1.4% |
| Cms Energy Corp | $8.16M | 1.4% |
| Ecolab Inc. | $8.04M | 1.4% |
| Boston Scientific Corp | $7.98M | 1.4% |
| TransDigm Group Inc. | $7.85M | 1.3% |
| Howmet Aerospace Inc. | $7.58M | 1.3% |
| West Pharmaceutical Services Inc | $7.46M | 1.3% |
| Warren E. Buffett | $7.39M | 1.3% |
| NVIDIA Corp | $7.31M | 1.3% |
| S&P Global Inc. | $7.29M | 1.3% |
| Welltower, Inc. | $7.02M | 1.2% |
| Canadian Pacific Kansas City | $6.92M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.