Capital Impact Advisors, LLC has filed its 13F form on May 20, 2025 for Q1 2025 where it was disclosed a total value porftolio of $261 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $17.5B, Meta Platforms, Inc. with a value of $15.6B, Nvidia Corp with a value of $14.3B, Oracle Corp with a value of $11.9B, and Door Dash, Inc. with a value of $10.8B.

Examining the 13F form we can see an increase of $258B in the current position value, from $3.16B to 261B.

Capital Impact Advisors, LLC is based out at Boston, MA

Below you can find more details about Capital Impact Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $261 Billion
Technology: $118 Billion
Communication Services: $43.9 Billion
Healthcare: $41.4 Billion
Consumer Cyclical: $33.9 Billion
Energy: $7.67 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $261 Billion
  • Prior Value $3.16 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 20, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 30 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Capital Impact Advisors, LLC Portfolio

Follow Capital Impact Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Impact Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Impact Advisors, LLC with notifications on news.