Capital Impact Advisors, LLC — 13F holdings

Capital Impact Advisors, LLC reported 29 holdings worth $1.78B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $206M (11.5%)
2. ALAB ASTERA LABS INC — $168M (9.4%)
3. GOOGL ALPHABET INC — $142M (8.0%)
4. META META PLATFORMS INC — $97.1M (5.4%)
5. APP APPLOVIN CORP — $85.9M (4.8%)
6. NTRA NATERA INC — $80.4M (4.5%)
7. HOOD ROBINHOOD MKTS INC — $77.3M (4.3%)
8. VEEV VEEVA SYS INC — $68.8M (3.9%)
9. RDDT REDDIT INC — $60.4M (3.4%)
10. AFRM AFFIRM HLDGS INC — $57.4M (3.2%)