Alcosta Capital Management, Inc.
Alcosta Capital Management, Inc. reported 22 positions worth $147.8M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: NVDA (14.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $21.8M | 14.76% | 109,061 | — | — | |
| ▸ 2 | AVGO | SH | $11.6M | 7.88% | 30,817 | — | — | |
| ▸ 3 | GOOG | SH | $11.4M | 7.73% | 32,315 | — | — | |
| ▸ 4 | AMZN | SH | $10.6M | 7.15% | 44,350 | — | — | |
| ▸ 5 | AAPL | SH | $8.8M | 5.95% | 30,384 | — | — | |
| ▸ 6 | KLAC | SH | $7.4M | 5.00% | 24,490 | — | — | |
| ▸ 7 | APH | SH | $6.8M | 4.60% | 38,593 | — | — | |
| ▸ 8 | META | SH | $6.6M | 4.44% | 11,651 | — | — | |
| ▸ 9 | TSLA | SH | $6.5M | 4.39% | 15,411 | — | — | |
| ▸ 10 | MSFT | SH | $6.2M | 4.19% | 16,590 | — | — |
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Frequently Asked Questions
What stocks does Alcosta Capital Management, Inc. hold as of Q2 2026?
Alcosta Capital Management, Inc. reported 22 positions worth $147.8M in its Q2 2026 13F filing. Largest positions: NVDA (14.8%), AVGO (7.9%), GOOG (7.7%), AMZN (7.2%) and AAPL (5.9%).
What did Alcosta Capital Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Alcosta Capital Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.