Holdings
Alta Capital Management LLC/
As of Jun 30, 2026, Alta Capital Management LLC/ reported 99 positions worth US$1.28B. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 294K | US$105M | −21,271 | Jun 30, 2026 |
| Nvidia Corporation | 497K | US$99.4M | −93,548 | Jun 30, 2026 |
| Amazon.com, Inc. | 371K | US$88.5M | −26,279 | Jun 30, 2026 |
| Broadcom Inc. | 212K | US$79.9M | −8 | Jun 30, 2026 |
| Microsoft Corp. | 196K | US$73.1M | −3,028 | Jun 30, 2026 |
| Amphenol Corporation | 289K | US$51M | −105K | Jun 30, 2026 |
| Meta Platforms, Inc. | 89,680 | US$50.5M | +2,505 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 118K | US$40.1M | +35,351 | Jun 30, 2026 |
| Mastercard Incorporated | 71,468 | US$36.7M | −5,644 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 70,276 | US$33.6M | +52,878 | Jun 30, 2026 |