ALTA CAPITAL MANAGEMENT LLC/: 13F holdings
CIK 10935892026Q2
| Positions | 109 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 109 (+9 vs prior quarter) |
|---|
| Reported value | $1.3bn (+4.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL Alphabet Inc Cl A | 281,206 | $100.5m | 7.5% |
| NVDA Nvidia Corp | 496,572 | $99.4m | 7.4% |
| AMZN Amazon.com Inc | 371,480 | $88.5m | 6.6% |
| AVGO Broadcom Inc | 211,607 | $79.9m | 5.9% |
| MSFT Microsoft Corp | 196,038 | $73.1m | 5.4% |
| Eaton Corp | 125,494 | $53.5m | 4.0% |
| APH Amphenol Corp | 289,045 | $51.0m | 3.8% |
| META Meta Platforms Inc | 89,680 | $50.5m | 3.8% |
| PANW Palo Alto Networks | 117,695 | $40.1m | 3.0% |
| MA Mastercard Inc | 71,468 | $36.7m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1093589")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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