Alcosta Capital Management, Inc.
Alcosta Capital Management, Inc. reported 22 holdings worth US$148M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Alcosta Capital Management, Inc. reported 22 holdings worth US$148M as of Jun 30, 2026. Largest: Nvidia Corporation, Broadcom Inc. and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 22
- Value as reported
- US$148M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 109K | US$21.8M | 14.8% |
| Broadcom Inc. | 30,817 | US$11.6M | 7.9% |
| Alphabet Inc (google) Class C | 31,950 | US$11.4M | 7.7% |
| Amazon.com, Inc. | 44,350 | US$10.6M | 7.2% |
| Apple Inc | 30,384 | US$8.79M | 5.9% |
| Kla Corporation | 24,490 | US$7.39M | 5.0% |
| Amphenol Corporation | 38,593 | US$6.8M | 4.6% |
| Meta Platforms, Inc. | 11,651 | US$6.56M | 4.4% |
| Tesla, Inc. | 15,411 | US$6.48M | 4.4% |
| Microsoft Corp. | 16,590 | US$6.19M | 4.2% |
| Ge Aerospace | 16,073 | US$6.01M | 4.1% |
| Mastercard Incorporated | 11,638 | US$5.98M | 4.0% |
| Howmet Aerospace Inc. | 21,264 | US$5.72M | 3.9% |
| Arista Networks, Inc. | 30,788 | US$5.23M | 3.5% |
| Eli Lilly And Company | 4,211 | US$5.05M | 3.4% |
| Viking Holdings Ltd | 41,664 | US$4.36M | 3.0% |
| Morgan Stanley | 20,520 | US$4.29M | 2.9% |
| Visa Inc. | 11,753 | US$4.03M | 2.7% |
| Ralph Lauren Corporation | 7,999 | US$3.21M | 2.2% |
| Ross Stores, Inc. | 13,425 | US$2.86M | 1.9% |
| Tjx Companies, Inc. (the) | 18,693 | US$2.83M | 1.9% |