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DC Investments Management, LLC Historic Quarter Change: USA Stocks, Sold Out

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DC Investments Management, LLC historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, DC Investments Management, LLC opened 111 positions, added to 69, reduced 44 and sold out of 119.

  • Q2 2026: Stock CTRA; Country of operation United States; Class COM; Shares before 63,092.
  • Q2 2026: Stock NET; Country of operation United States; Class CL A COM; Shares before 5,532.
  • Q2 2026: Stock OKTA; Country of operation United States; Class CL A; Shares before 7,396.
  • Q2 2026: Stock ZS; Country of operation United States; Class COM; Shares before 3,338.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1565951), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026CTRA
COTERRA ENERGY INC		United StatesCOM63,0920-63,092$2,217,053$0-$2,217,0532026-08-14
Q2 2026NET
CLOUDFLARE INC		United StatesCL A COM5,5320-5,532$1,141,473$0-$1,141,4732026-08-14
Q2 2026OKTA
OKTA INC		United StatesCL A7,3960-7,396$582,139$0-$582,1392026-08-14
Q2 2026ZS
ZSCALER INC		United StatesCOM3,3380-3,338$468,288$0-$468,2882026-08-14
Q2 2026CSCO
CISCO SYS INC		United StatesCOM6,0320-6,032$468,023$0-$468,0232026-08-14
Q2 2026RBRK
RUBRIK INC.		United StatesCL A9,2630-9,263$453,609$0-$453,6092026-08-14
Q2 2026SWKS
SKYWORKS SOLUTIONS INC		United StatesCOM8,1630-8,163$437,129$0-$437,1292026-08-14
Q2 2026TXN
TEXAS INSTRS INC		United StatesCOM2,2340-2,234$433,709$0-$433,7092026-08-14
Q2 2026GEN
GEN DIGITAL INC		United StatesCOM22,6500-22,650$426,500$0-$426,5002026-08-14
Q2 2026QLYS
QUALYS INC		United StatesCOM4,5390-4,539$398,751$0-$398,7512026-08-14
Q2 2026OMC
OMNICOM GROUP INC		United StatesCOM4,2470-4,247$319,842$0-$319,8422026-08-14
Q2 2026T
AT&T INC		United StatesCOM10,7270-10,727$310,976$0-$310,9762026-08-14
Q2 2026VZ
VERIZON COMMUNICATIONS INC		United StatesCOM6,1840-6,184$310,437$0-$310,4372026-08-14
Q2 2026LYB
LYONDELLBASELL INDUSTRIES NV		SHS - A -3,7260-3,726$300,167$0-$300,1672026-08-14
Q2 2026BBY
BEST BUY INC		United StatesCOM4,6190-4,619$296,540$0-$296,5402026-08-14
Q2 2026DRI
DARDEN RESTAURANTS INC		United StatesCOM1,4710-1,471$288,375$0-$288,3752026-08-14
Q2 2026CMCSA
COMCAST CORP NEW		United StatesCL A9,4560-9,456$271,482$0-$271,4822026-08-14
Q2 2026HD
HOME DEPOT INC		United StatesCOM8190-819$269,361$0-$269,3612026-08-14
Q2 2026F
FORD MTR CO		United StatesCOM22,8670-22,867$263,885$0-$263,8852026-08-14
Q2 2026LMT
LOCKHEED MARTIN CORP		United StatesCOM3760-376$227,251$0-$227,2512026-08-14
Q2 2026FAST
FASTENAL CO		United StatesCOM4,8830-4,883$226,571$0-$226,5712026-08-14
Q2 2026SNA
SNAP ON INC		United StatesCOM6160-616$223,744$0-$223,7442026-08-14
Q2 2026PAYX
PAYCHEX INC		United StatesCOM2,3490-2,349$216,390$0-$216,3902026-08-14
Q2 2026WSO
WATSCO INC		United StatesCOM5670-567$206,269$0-$206,2692026-08-14
Q2 2026PRU
PRUDENTIAL FINL INC		United StatesCOM2,0570-2,057$200,948$0-$200,9482026-08-14
Q2 2026TROW
PRICE T ROWE GROUP INC		United StatesCOM2,2220-2,222$200,291$0-$200,2912026-08-14
Q2 2026PFE
PFIZER INC		United StatesCOM7,1280-7,128$200,154$0-$200,1542026-08-14

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