Capital Impact Advisors, LLC

CIK: 0001602198SEC EDGAR →

Portfolio Value

$1.3B

Holdings

30

As of

Q4 2025

New Positions

7

Closed Positions

7

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

821,821$153.3M
11.99%
2

META PLATFORMS INC

118,104$78.0M
6.10%
3

MAPLEBEAR INC

1,359,107$61.1M
4.78%
4

AFFIRM HLDGS INC

731,252$54.4M
4.26%
5

UIPATH INC

3,188,606$52.3M
4.09%
6

TOAST INC

1,409,764$50.1M
3.92%
7

EXELIXIS INC

1,094,466$48.0M
3.75%
8

MEDPACE HLDGS INC

83,962$47.2M
3.69%
9

PEGASYSTEMS INC

765,317$45.7M
3.58%
10

VEEVA SYS INC

193,450$43.2M
3.38%

Quarterly Changes

Top Buys

NVDA↑ Increased
$104.3M
CART↑ Increased
$54.0M
PATHNEW
$52.3M
META↑ Increased
$49.7M
PEGANEW
$45.7M

Top Sells

CRWDCLOSED
$14.5M
ABNBCLOSED
$11.7M
DKNGCLOSED
$8.6M
PCTYCLOSED
$7.8M
CPAYCLOSED
$7.2M

New Positions (5)

$52.3M · 3.2M shares
$45.7M · 765K shares
$43.2M · 193K shares
$36.9M · 271K shares
$31.8M · 141K shares

Closed Positions (5)

$14.5M · 30K shares
$11.7M · 96K shares
$8.6M · 231K shares
$7.8M · 49K shares
$7.2M · 25K shares

Sector Breakdown

Sector# HoldingsValue%
Technology14$638.5M50.0%
Communication Services4$168.4M13.2%
Healthcare3$131.2M10.3%
Unknown3$117.9M9.2%
Consumer Cyclical2$100.3M7.9%
Financial Services3$82.3M6.4%
Energy1$39.5M3.1%