Dlk Investment Management, LLC - Q42025 Holdings

Dlk Investment Management, LLC holds 88 stocks with a total portfolio value of $ 268.75M as of Q42025. In Q42025, Dlk Investment Management, LLC added 5 new positions, increased stakes in 37 stocks, reduced 25 holdings, and fully exited 7 positions. The largest holding is Alphabet Inc (GOOG), representing 7.23% of the total portfolio.