Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brainard Capital Management LLC (CIK 1963704) reported $130.7M across 100 reported positions in its SEC 13F filing for 2023-03-31. Largest positions: UBER ($19.4M, 14.86%), AVUV ($10.1M, 7.69%), UPST ($6.2M, 4.76%), AMZN ($5.8M, 4.41%), DFAU ($5.7M, 4.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UBER | UBER TECHNOLOGIES INC | $19.4M | 14.86% | 612,596 | Trimmed |
| 2 | AVUV | AMERICAN CENTY ETF TR | $10.1M | 7.69% | 135,792 | Added |
| 3 | UPST | UPSTART HLDGS INC | $6.2M | 4.76% | 391,666 | Hold |
| 4 | AMZN | AMAZON COM INC | $5.8M | 4.41% | 55,867 | Trimmed |
| 5 | DFAU | DIMENSIONAL ETF TRUST | $5.7M | 4.40% | 199,857 | Added |
| 6 | BXSL | BLACKSTONE SECD LENDING FD | $5.0M | 3.83% | 200,916 | Added |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $4.8M | 3.68% | 178,473 | Added |
| 8 | AVES | AMERICAN CENTY ETF TR | $4.5M | 3.42% | 104,827 | Added |
| 9 | AVDE | AMERICAN CENTY ETF TR | $4.0M | 3.04% | 69,637 | Hold |
| 10 | AVLV | AMERICAN CENTY ETF TR | $3.8M | 2.88% | 73,597 | Added |
| 11 | ESTC | ELASTIC N V | $3.6M | 2.73% | 61,702 | Hold |
| 12 | AVDV | AMERICAN CENTY ETF TR | $3.3M | 2.54% | 56,877 | Added |
| 13 | AAPL | APPLE INC | $3.1M | 2.35% | 18,655 | Added |
| 14 | DFAS | DIMENSIONAL ETF TRUST | $3.0M | 2.29% | 56,790 | Added |
| 15 | DFUS | DIMENSIONAL ETF TRUST | $2.9M | 2.19% | 64,312 | Added |
| 16 | RBLX | ROBLOX CORP | $2.7M | 2.08% | 60,538 | Hold |
| 17 | AVUS | AMERICAN CENTY ETF TR | $2.7M | 2.04% | 37,559 | Added |
| 18 | DFSI | DIMENSIONAL ETF TRUST | $2.3M | 1.72% | 74,988 | Trimmed |
| 19 | DFSU | DIMENSIONAL ETF TRUST | $2.0M | 1.50% | 73,802 | Added |
| 20 | GOOG | ALPHABET INC | $1.6M | 1.22% | 15,328 | Hold |
| 21 | TSLA | TESLA INC | $1.5M | 1.13% | 7,121 | Hold |
| 22 | META | META PLATFORMS INC | $1.4M | 1.11% | 6,817 | Trimmed |
| 23 | PD | PAGERDUTY INC | $1.3M | 1.00% | 37,227 | Hold |
| 24 | DFSE | DIMENSIONAL ETF TRUST | $1.3M | 0.99% | 43,267 | Added |
| 25 | LPRO | OPEN LENDING CORP | $1.1M | 0.86% | 160,355 | Hold |
Source: SEC Form 13F filings · as of 2023-03-31