Alcosta Capital Management, Inc.: 13F holdings
CIK 18425092026Q2
| Positions | 22 |
|---|
| Reported value | $147.8m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 22 (-1 vs prior quarter) |
|---|
| Reported value | $147.8m (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 109,061 | $21.8m | 14.8% |
| AVGO BROADCOM INC | 30,817 | $11.6m | 7.9% |
| GOOG ALPHABET INC | 32,315 | $11.4m | 7.7% |
| AMZN AMAZON COM INC | 44,350 | $10.6m | 7.2% |
| AAPL APPLE INC | 30,384 | $8.8m | 5.9% |
| KLAC KLA CORP | 24,490 | $7.4m | 5.0% |
| APH AMPHENOL CORP | 38,593 | $6.8m | 4.6% |
| META META PLATFORMS INC | 11,651 | $6.6m | 4.4% |
| TSLA TESLA INC | 15,411 | $6.5m | 4.4% |
| MSFT MICROSOFT CORP | 16,590 | $6.2m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1842509")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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