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Alamar Capital Management, LLC 13F holdings

Filed 2026-08-07 · Alamar Capital Management, LLC · 88 positions · $197.7M

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TickerCompanySharesValue% of portfolio
SNDKSANDISK CORP12.8K$29.0M14.7%
VOOVANGUARD INDEX FDS36.4K$25.0M12.6%
EFAISHARES TR103.0K$10.7M5.4%
SHYISHARES TR109.7K$9.0M4.6%
AGGISHARES TR77.2K$7.6M3.9%
VTVVANGUARD INDEX FDS25.0K$5.4M2.8%
DELLDELL TECHNOLOGIES INC11.7K$5.0M2.6%
FTNTFORTINET INC25.9K$4.0M2.0%
PGRPROGRESSIVE CORP16.9K$3.7M1.9%
APHAMPHENOL CORP19.7K$3.5M1.8%
THCTENET HEALTHCARE CORP18.1K$3.4M1.7%
HCAHCA HEALTHCARE INC8.5K$3.3M1.7%
TWTRADEWEB MKTS INC33.2K$3.3M1.7%
IWNISHARES TR14.7K$3.2M1.6%
OKTAOKTA INC21.9K$3.0M1.5%
SPOTSPOTIFY TECHNOLOGY S A6.3K$2.9M1.5%
APPFAPPFOLIO INC17.9K$2.9M1.5%
HOODROBINHOOD MKTS INC28.0K$2.8M1.4%
WDAYWORKDAY INC22.8K$2.8M1.4%
MDBMONGODB INC8.3K$2.8M1.4%
—TE CONNECTIVITY PLC13.6K$2.7M1.4%
PANWPALO ALTO NETWORKS INC7.5K$2.6M1.3%
IWFISHARES TR18.5K$2.3M1.2%
ESTCELASTIC N V38.0K$2.2M1.1%
SKWDSKYWARD SPECIALTY INS GROUP37.1K$2.2M1.1%
RBRKRUBRIK INC.26.6K$2.1M1.1%
MSCIMSCI INC3.7K$2.1M1.1%
INTAINTAPP INC80.9K$2.0M1.0%
NFLXNETFLIX INC.28.3K$2.0M1.0%
AMDADVANCED MICRO DEVICES INC3.4K$2.0M1.0%
XYZBLOCK INC25.1K$1.9M1.0%
ABNBAIRBNB INC13.3K$1.9M1.0%
ISRGINTUITIVE SURGICAL INC4.4K$1.7M0.9%
BOOTBOOT BARN HLDGS INC10.3K$1.7M0.9%
FDSFACTSET RESH SYS INC7.1K$1.6M0.8%
WKWORKIVA INC31.8K$1.5M0.8%
VWOVANGUARD INTL EQUITY INDEX F23.7K$1.4M0.7%
MCKMCKESSON CORP1.8K$1.4M0.7%
SPYMSPDR SERIES TRUST15.7K$1.4M0.7%
IWDISHARES TR5.6K$1.4M0.7%
AAPLAPPLE INC4.5K$1.3M0.7%
BRK-BBERKSHIRE HATHAWAY INC DEL2.6K$1.3M0.6%
KHCKRAFT HEINZ CO50.0K$1.2M0.6%
AMZNAMAZON COM INC4.8K$1.1M0.6%
SPYSTATE STR SPDR S&P 500 ETF T1.5K$1.1M0.6%
ORCLORACLE CORP7.6K$1.1M0.6%
WRBBERKLEY W R CORP15.3K$1.1M0.6%
CATCATERPILLAR INC1.0K$1.1M0.5%
VYMVANGUARD WHITEHALL FDS6.6K$1.0M0.5%
MNSTMONSTER BEVERAGE CORP NEW9.9K$951,8760.5%
GOOGLALPHABET INC2.4K$872,6030.4%
DXCMDEXCOM INC12.1K$813,5880.4%
PCTYPAYLOCITY HLDG CORP7.6K$798,4000.4%
LRNSTRIDE INC8.2K$709,3240.4%
AVGOBROADCOM INC1.7K$634,6200.3%
MSFTMICROSOFT CORP1.6K$595,3560.3%
BIVVANGUARD BD INDEX FDS7.8K$594,9620.3%
SCHKSCHWAB STRATEGIC TR16.1K$581,1360.3%
FIGRFIGURE TECHNOLOGY SOLUTIO17.5K$537,5790.3%
DEDEERE & CO840$534,1980.3%
Top Fund Holdings
13F
Top Fund Holdings

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