Holdings

Alcosta Capital Management, Inc.

As of Jun 30, 2026, Alcosta Capital Management, Inc. reported 21 positions worth US$147M. Largest: Nvidia Corporation, Broadcom Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Nvidia Corporation109KUS$21.8M−6,219Jun 30, 2026
Broadcom Inc.30,817US$11.6M−1,788Jun 30, 2026
Alphabet Inc (google) Class C31,950US$11.4M−2,081Jun 30, 2026
Amazon.com, Inc.44,350US$10.6M−2,548Jun 30, 2026
Apple Inc30,384US$8.79M−1,738Jun 30, 2026
Kla Corporation24,490US$7.39M+21,894Jun 30, 2026
Amphenol Corporation38,593US$6.8M−2,355Jun 30, 2026
Meta Platforms, Inc.11,651US$6.56M−676Jun 30, 2026
Tesla, Inc.15,411US$6.48M−444Jun 30, 2026
Microsoft Corp.16,590US$6.19M−949Jun 30, 2026