Dlk Investment Management, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $239 Billion distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.4B, Microsoft Corp with a value of $13.7B, Visa Inc. with a value of $10.8B, Alphabet Inc. with a value of $10.1B, and Costco Wholesale Corp with a value of $9.55B.
Examining the 13F form we can see an decrease of $366M in the current position value, from $239B to 239B.
Dlk Investment Management, LLC is based out at Solana Beach, CA
Below you can find more details about Dlk Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$239 Billion
Technology: $51.1 Billion
Healthcare: $35.4 Billion
Industrials: $33 Billion
Financial Services: $32.9 Billion
Consumer Defensive: $32.5 Billion
Consumer Cyclical: $24.4 Billion
Communication Services: $17.6 Billion
Utilities: $1.44 Billion
Other: $1.08 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
