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Alpha Family Trust 13F holdings

Filed 2026-08-10 · Alpha Family Trust · 200 positions · $248.6M

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION113.8K$22.8M9.2%
GOOGLALPHABET INC.52.4K$18.7M7.5%
AAPLAPPLE INC.60.8K$17.6M7.1%
MSFTMICROSOFT CORPORATION32.1K$12.0M4.8%
AMZNAMAZON.COM INC45.9K$10.9M4.4%
MUMICRON TECHNOLOGY, INC.8.9K$10.3M4.2%
AVGOBROADCOM INC.25.2K$9.5M3.8%
AMDADVANCED MICRO DEVICES, INC.12.3K$7.2M2.9%
TSLATESLA, INC.15.1K$6.4M2.6%
METAMETA PLATFORMS INC-CLASS A11.2K$6.3M2.5%
LRCXLAM RESEARCH CORPORATION11.5K$5.0M2.0%
AMATAPPLIED MATERIALS INC6.4K$4.7M1.9%
—SimilarWeb658.9K$4.0M1.6%
INTCINTEL CORPORATION28.7K$4.0M1.6%
CSCOCISCO SYSTEMS, INC.30.3K$3.6M1.4%
WDCWESTERN DIGITAL CORPORATION4.9K$3.1M1.3%
KLACKLA CORP9.3K$2.8M1.1%
COSTCOSTCO WHOLESALE CORPORATION2.8K$2.6M1.0%
SNDKSANDISK CORPORATION955$2.2M0.9%
WMTWALMART INC19.0K$2.2M0.9%
LLYELI LILLY & CO1.8K$2.1M0.9%
JPMJPMORGAN CHASE & CO6.0K$1.9M0.8%
PLTRPALANTIR TECHNOLOGIES INC.16.3K$1.9M0.8%
PANWPALO ALTO NETWORKS INC.5.5K$1.9M0.8%
BRK-BBERKSHIRE HATHAWAY INC.3.8K$1.9M0.8%
NFLXNETFLIX, INC.25.1K$1.8M0.7%
AMGNAMGEN INC.4.7K$1.7M0.7%
VVISA INC.4.2K$1.4M0.6%
CATCATERPILLAR INC (DELAWARE)1.3K$1.4M0.5%
JNJJOHNSON & JOHNSON5.1K$1.3M0.5%
CRWDCROWDSTRIKE HOLDINGS, INC.1.6K$1.2M0.5%
ADIANALOG DEVICES, INC.3.0K$1.2M0.5%
ABBVABBVIE INC.4.4K$1.1M0.4%
GILDGILEAD SCIENCES8.6K$1.1M0.4%
BKNGBOOKING HOLDINGS INC.6.0K$1.1M0.4%
UNHUNITEDHEALTH GROUP INCORPORATED2.5K$1.1M0.4%
KOCOCA-COLA COMPANY (THE)13.0K$1.1M0.4%
MAMASTERCARD INCORPORATED2.0K$1.1M0.4%
APPAPPLOVIN CORPORATION2.0K$1.0M0.4%
PEPPEPSICO, INC.7.6K$1.0M0.4%
TMUST-MOBILE US, INC.5.9K$995,4780.4%
AEPAMERICAN ELECTRIC POWER INC6.7K$909,7870.4%
LINLINDE PLC1.7K$877,0090.4%
HDTHE HOME DEPOT, INC.2.4K$858,7760.3%
GEGENERAL ELECTRIC COMPANY2.3K$846,4980.3%
ISRGINTUITIVE SURGICAL, INC.2.1K$845,0700.3%
MSMORGAN STANLEY4.0K$841,3860.3%
TAT&T INC.40.4K$835,5560.3%
QCOMQUALCOMM INC4.4K$808,4560.3%
DELLDELL TECHNOLOGIES INC.1.8K$772,3130.3%
FTNTFORTINET, INC.5.0K$771,1720.3%
MRKMERCK & CO., INC.6.0K$767,7880.3%
ADPAUTOMATIC DATA PROCESSING INC3.4K$761,4300.3%
PMPHILIP MORRIS INTL INC4.1K$743,5400.3%
VRTXVERTEX PHARMACEUTICALS INCORPORATED1.5K$737,6440.3%
CDNSCADENCE DESIGN SYSTEMS INC1.9K$729,9970.3%
SBUXSTARBUCKS CORP.6.8K$700,0020.3%
ORCLORACLE CORPORATION4.7K$691,7160.3%
GEVGE VERNOVA LLC566$664,9710.3%
RTXRTX CORP3.4K$652,6710.3%
Top Fund Holdings
13F
Top Fund Holdings

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