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Brasada Capital Management, LP

CIK:0001643833
Investment Adviser
$755M AUM
135 holdings
Houston, TX, United States
Founded:2011
14 employees
Latest filing:Jun 30, 2025

Brasada Capital Management, LP is an investment adviser based in Houston, Texas, founded in 2011. The firm manages assets for high net worth individuals and other investors, with approximately 14 employees, primarily dedicated to investment roles. Brasada Capital offers discretionary and non-discretionary asset management, reporting over $755 million in AUM as of March 4, 2025. Its primary clientele includes high net worth individuals and other investment advisers.

Investment Strategy

Brasada Capital Management, LP primarily employs long/short equity and absolute return strategies, seeking to generate alpha and manage downside risk through fundamental analysis of public equities. The firm constructs portfolios with both discretionary and non-discretionary mandates, allocating capital across sectors and geographies, with a particular focus on North American equities and risk-adjusted returns. Brasada serves high net worth investors, advising on allocations diversified by sector and issuer, as reflected in 13F regulatory filings.

Top Buys
M
MSFTMICROSOFT CORP
+$8.4M
W
WSTWEST PHARMACEUTICAL SVSC INC
+$6.1M
I
IDXXIDEXX LABS INC
+$5.7M
M
METAMETA PLATFORMS INC
+$5.4M
O
ORCLORACLE CORP
+$4.5M
Top Sells
B
BILSPDR SERIES TRUST
-$6.4M
S
SGOVISHARES TR
-$6.3M
B
BRBROADRIDGE FINL SOLUTIONS IN
-$4.4M
U
UNHUNITEDHEALTH GROUP INC
-$3.5M
U
UNPUNION PAC CORP
-$3.3M

Top Holdings

B
BILSPDR SERIES TRUST
+6.8%$40.0M
M
MSFTMICROSOFT CORP
+5.4%$32.0M
W
WCNWASTE CONNECTIONS INC
+3.5%$20.4M
C
COSTCOSTCO WHSL CORP NEW
+3.0%$17.7M
I
IDXXIDEXX LABS INC
+3.0%$17.6M

Equity Positions (133)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
BIL
SPDR SERIES TRUST6.81%$40.0M437,702$91.55$91.73-$6.4M
M
MSFT
MICROSOFT CORP5.44%$32.0M64,209$153.73$497.41+$8.4M
W
WCN
WASTE CONNECTIONS INC3.47%$20.4M112,990$79.73$186.72-$727.9K
C
COST
COSTCO WHSL CORP NEW3.01%$17.7M17,922$289.61$989.94+$135.0K
I
IDXX
IDEXX LABS INC2.99%$17.6M32,179$311.65$536.34+$5.7M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+12.3%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+4.2%
REFUSE SYSTEMS
+4.1%
SERVICES-BUSINESS SERVICES, NEC
+4.1%
SERVICES-CONSUMER CREDIT REPORTING, COLLECTION AGENCIES
+4.0%