Brasada Capital Management, LP - Q42025 Holdings

Brasada Capital Management, LP holds 140 stocks with a total portfolio value of $ 591.72M as of Q42025. In Q42025, Brasada Capital Management, LP added 16 new positions, increased stakes in 33 stocks, reduced 68 holdings, and fully exited 19 positions. The largest holding is Alphabet Inc (GOOGL), representing 5.21% of the total portfolio.