Arkolith/Funds/Capital Impact Advisors, LLC

Capital Impact Advisors, LLC

CIK 1602198
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Capital Impact Advisors, LLC holds a diversified book of 30 stocks worth $247.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Alphabet Inc-CL A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+16.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Capital Impact Advisors, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1602198/holdings"
Ask your agent
Use Arkolith to show Capital Impact Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
0
existing
Trimmed
25
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+15.9%
+16.9%/yr · since Aug '25
Their reported book
+9.1%
held from quarter-end
S&P 500
+16.1%
same window
$10K$10K$11K$12K$13KAug '25Oct '25Dec '25Mar '26May '26Jul '26
Capital Impact Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.8 points over this window.

Growth of $10,000 cloning Capital Impact Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
48%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
53%
Health Care
15%
Financials
11%
Industrials
9%
Communication Services
8%
Consumer Discretionary
4%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Capital Impact Advisors, LLC

Manager / fundShared namesTheir $ in those
VANGUARD GROUP INC35 / 30$1.1T
BlackRock, Inc.35 / 30$784.8B
VANGUARD CAPITAL MANAGEMENT LLC35 / 30$635.0B
STATE STREET CORP35 / 30$404.3B
FMR LLC35 / 30$372.8B
GEODE CAPITAL MANAGEMENT, LLC35 / 30$247.3B
VANGUARD PORTFOLIO MANAGEMENT LLC35 / 30$210.5B
MORGAN STANLEY35 / 30$163.7B

Ranked by how many of Capital Impact Advisors, LLC's top 30 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

30 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corp
Common Stock
$19.4M111.2K
7.8%
−86%
Reduced · −711K sh
2Meta Platforms Inc Class A
Common Stock
$16.0M28.0K
6.5%
−76%
Reduced · −90K sh
3Ubiquiti Inc
Common Stock
$13.4M16.9K
5.4%
−59%
Reduced · −24K sh
4Arista Networks Inc
Common Stock
$12.4M101.2K
5.0%
−61%
Reduced · −158K sh
5Palantir Technologies Inc A
Common Stock
$12.2M83.2K
4.9%
−59%
Reduced · −120K sh
6Interactive Brokers Gro CL A
Common Stock
$11.2M166.8K
4.5%
−66%
Reduced · −327K sh
7Alphabet Inc CL A
Common Stock
$9.0M31.4K
3.6%
New
New position
8Tesla Inc
Common Stock
$8.9M23.9K
3.6%
−73%
Reduced · −63K sh
9Resmed Inc
Common Stock
$8.5M38.0K
3.5%
−76%
Reduced · −121K sh
10Applovin Corp Class A
Common Stock
$8.1M20.4K
3.3%
−67%
Reduced · −41K sh
11Natera Inc
Common Stock
$8.0M40.0K
3.2%
−78%
Reduced · −139K sh
12Doordash Inc A
Common Stock
$8.0M53.1K
3.2%
−65%
Reduced · −97K sh
13Oracle Corp
Common Stock
$8.0M54.2K
3.2%
−68%
Reduced · −114K sh
14Rocket Labcorp
Common Stock
$7.6M118.5K
3.1%
−74%
Reduced · −334K sh
15Exelixis Inc
Common Stock
$7.4M171.5K
3.0%
−84%
Reduced · −923K sh
16Globus Medical Inc A
Common Stock
$7.2M83.7K
2.9%
New
New position
17Veeva Systems Inc Class A
Common Stock
$7.1M40.6K
2.9%
−79%
Reduced · −153K sh
18Robinhoodmarkets Inc A
Common Stock
$6.9M99.4K
2.8%
−63%
Reduced · −172K sh
19Axon Enterprise Inc
Common Stock
$6.8M16.0K
2.8%
New
New position
20Medpace Holdings Inc
Common Stock
$6.8M14.1K
2.7%
−83%
Reduced · −70K sh
21Toast Incclass A
Common Stock
$6.3M238.3K
2.6%
−83%
Reduced · −1.2M sh
22Zscaler Inc
Common Stock
$6.2M44.1K
2.5%
−69%
Reduced · −97K sh
23Mongodb Inc
Common Stock
$5.6M22.9K
2.3%
New
New position
24Reddit Inccl A
Common Stock
$5.5M41.2K
2.2%
−65%
Reduced · −78K sh
25Pegasystems Inc
Common Stock
$5.4M125.8K
2.2%
−84%
Reduced · −639K sh
26Roku Inc
Common Stock
$5.3M56.5K
2.2%
New
New position
27Coinbase Global Inc Class A
Common Stock
$5.3M30.1K
2.1%
−66%
Reduced · −57K sh
28Trade Deskinc/the Class A
Common Stock
$5.1M225.0K
2.1%
−50%
Reduced · −225K sh
29Affirm Holdings Inc
Common Stock
$5.0M109.9K
2.0%
−85%
Reduced · −621K sh
30Uipath Incclass A
Common Stock
$4.8M434.9K
2.0%
−86%
Reduced · −2.8M sh
Showing all 30 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202630$247.5M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202630$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202530$447.1M13F-HR
Q2 2025Jun 30, 2025Aug 18, 202530$332.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.