DSG Capital Advisors, LLC
•CIK: 2060765•Filing: Q4 2025
**DSG Capital Advisors, LLC** manages $656M across a portfolio of 119 positions, exhibiting a concentrated, large-cap technology and healthcare tilt. Top holdings are heavily weighted toward mega-cap names, including AAPL ($45.6M), GOOGL ($36.6M), and MSFT ($36.5M). The fund maintains significant exposure to semiconductors and growth leaders, evidenced by substantial allocations to AVGO ($36.5M) and NVDA ($22.0M). This structure suggests a conviction-driven strategy focused on established market leaders within the technology and financial sectors.
Total AUM
$656.5M
QoQ Performance
+4.6%
Positions
103
Top 10 Concentration
46.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOGL
MSFT
AVGO
LLY
AAPL6.9%
GOOGL5.6%
MSFT5.6%
AVGO5.6%
LLY5.5%
IEF3.8%
GS3.5%
JPM3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.6%
Technology31.1%
Healthcare11.3%
Financial10.3%
Consumer6.0%
Communication1.1%
Energy1.0%
Industrial0.9%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW11 new positions
↑38 increased
↓44 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024