DLK Investment Management, LLC
•CIK: 2016793•Filing: Q4 2025
**DLK Investment Management, LLC** manages $269M across a diversified portfolio of 88 positions. The fund exhibits significant concentration in mega-cap technology and financial names, with top holdings including GOOG ($19.4M), AAPL ($17.2M), and MSFT ($16.9M). Further substantial allocations are maintained in sector leaders such as V ($10.8M), JPM ($9.9M), and RTX ($9.1M). This structure suggests a core conviction in established, market-leading growth and defensive value plays.
Total AUM
$268.7M
QoQ Performance
+1.2%
Positions
87
Top 10 Concentration
42.8%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOG
AAPL
MSFT
GOOG7.2%
AAPL6.4%
MSFT6.3%
V4.0%
JPM3.7%
RTX3.4%
COST3.1%
WMT3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology31.4%
Other17.3%
Consumer16.3%
Healthcare12.4%
Financial10.5%
Industrial7.7%
Consumer Staples1.9%
Materials1.5%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW5 new positions
↑37 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024