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Home > Institutional Investor > Dgs Capital Management, Llc > Profile

Instuitional Investor - Dgs Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Dgs Capital Management, Llc
Portfolio Value $399,436,982
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Coinbase Global Inc.
 COIN 328,238 $81,501,495 20.4%
2.
Ishares Short-Term National Muni Bond Etf
 286,031 $30,170,566 7.55%
3.
Apple Inc.
 AAPL 56,027 $14,030,316 3.51%
4.
Nvidia Corp
 NVDA 80,746 $10,843,333 2.71%
5.
Microsoft Corp
 MSFT 24,595 $10,366,811 2.59%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)