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Alcosta Capital Management, Inc. 13F holdings

Filed 2026-08-13 · Alcosta Capital Management, Inc. · 22 positions · $147.8M

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION109.1K$21.8M14.8%
AVGOBROADCOM INC30.8K$11.6M7.9%
GOOGALPHABET INC32.3K$11.4M7.7%
AMZNAMAZON COM INC44.4K$10.6M7.2%
AAPLAPPLE INC30.4K$8.8M5.9%
KLACKLA CORP24.5K$7.4M5.0%
APHAMPHENOL CORP38.6K$6.8M4.6%
METAMETA PLATFORMS INC11.7K$6.6M4.4%
TSLATESLA INC15.4K$6.5M4.4%
MSFTMICROSOFT CORP16.6K$6.2M4.2%
GEGE AEROSPACE16.1K$6.0M4.1%
MAMASTERCARD INCORPORATED11.6K$6.0M4.0%
HWMHOWMET AEROSPACE INC21.3K$5.7M3.9%
ANETARISTA NETWORKS INC30.8K$5.2M3.5%
LLYELI LILLY & CO4.2K$5.1M3.4%
—VIKING HOLDINGS LTD41.7K$4.4M3.0%
MSMORGAN STANLEY20.5K$4.3M2.9%
VVISA INC11.8K$4.0M2.7%
RLRALPH LAUREN CORP8.0K$3.2M2.2%
ROSTROSS STORES INC13.4K$2.9M1.9%
TJXTJX COS INC NEW18.7K$2.8M1.9%
IWBISHARES TR1.4K$560,1960.4%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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