account_balance
Investment manager · 13F filer · SEC CIK 1093589
Alta Capital Management LLC
Reported value$1.19Bas of Sep 30, 2026
Positions215 108 new, 2 sold out
Top 10 weight51.7%NVDA alone is 8%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.1%Trimmed −15%
MSFTMicrosoft Corp
7.5%Trimmed −11%
GOOGLAlphabet Inc.
6.8%Trimmed −16%
AMZNAmazon.com Inc
6.5%Trimmed −16%
AVGOBroadcom Inc.
5.6%Trimmed −10%
METAMeta Platforms, Inc.
4.7%Trimmed −14%
ETNEaton Corp PLC
3.9%Trimmed −15%
APHAmphenol Corp
3.5%Trimmed −15%
MAMastercard Inc
2.8%Trimmed −16%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.3%−15%
LECOLincoln Electric Holdings Inc
2.2%
MELIMercadoLibre Inc
2.2%−14%
NVDANVIDIA Corp
8.1%Trimmed −15%
MSFTMicrosoft Corp
7.5%Trimmed −11%
GOOGLAlphabet Inc.
6.8%
AMZNAmazon.com Inc
6.5%
AVGOBroadcom Inc.
5.6%−10%
METAMeta Platforms, Inc.
4.7%
ETNEaton Corp PLC
3.9%
APHAmphenol Corp
3.5%
MA2.8%TSMLECOMELIBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 8.1% Trimmed −15%MSFT Microsoft Corp 7.5% Trimmed −11%GOOGL Alphabet Inc. 6.8% Trimmed −16%AMZN Amazon.com Inc 6.5% Trimmed −16%AVGO Broadcom Inc. 5.6% Trimmed −10%META Meta Platforms, Inc. 4.7% Trimmed −14%ETN Eaton Corp PLC 3.9% Trimmed −15%APH Amphenol Corp 3.5% Trimmed −15%MA Mastercard Inc 2.8% Trimmed −16%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.3% Trimmed −15%LECO Lincoln Electric Holdings Inc 2.2% HeldMELI MercadoLibre Inc 2.2% Trimmed −14%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.