Brasada Capital Management, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $512 Million distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $40.2M, Microsoft Corp with a value of $31.9M, Waste Connections, Inc. with a value of $21.1M, Costco Wholesale Corp with a value of $17.7M, and Idexx Laboratories Inc with a value of $17.3M.
Examining the 13F form we can see an increase of $21.2M in the current position value, from $491M to 512M.
Brasada Capital Management, LP is based out at Houston, TX
Below you can find more details about Brasada Capital Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$512 Million
Technology: $102 Million
Industrials: $73.4 Million
Financial Services: $63.2 Million
Healthcare: $62.6 Million
ETFs: $56.1 Million
Consumer Cyclical: $39 Million
Energy: $26.5 Million
Communication Services: $25.8 Million
Other: $63.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
