account_balance
Investment manager · 13F filer · SEC CIK 1842509
Alcosta Capital Management, Inc.
Reported value$145Mas of Sep 30, 2026
Positions22 0 new, 0 sold out
Top 10 weight69.7%NVDA alone is 17%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
16.7%Trimmed −3%
AMZNAmazon.com Inc
7.4%Trimmed −3%
GOOGAlphabet Inc.
7.4%Trimmed −3%
AVGOBroadcom Inc.
7.2%Trimmed −3%
AAPLApple Inc.
6.8%Trimmed −3%
MSFTMicrosoft Corp
5.7%Trimmed −3%
METAMeta Platforms, Inc.
5.7%Trimmed −3%
APHAmphenol Corp
4.4%Trimmed −3%
MAMastercard Inc
4.3%Trimmed −3%
ANETArista Networks, Inc.
4.2%Trimmed −3%
TSLATesla, Inc.
3.7%Trimmed −3%
GEGeneral Electric Co
3.4%Trimmed −3%
NVDANVIDIA Corp
16.7%Trimmed −3%
AMZNAmazon.com Inc
7.4%
GOOGAlphabet Inc.
7.4%Trimmed −3%
AVGOBroadcom Inc.
7.2%Trimmed −3%
AAPLApple Inc.
6.8%Trimmed −3%
MSFTMicrosoft Corp
5.7%
METAMeta Platforms, Inc.
5.7%
APHAmphenol Corp
4.4%
MAMastercard Inc
4.3%
ANET4.2%TSLA3.7%GE3.4%Boxes 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 16.7% Trimmed −3%AMZN Amazon.com Inc 7.4% Trimmed −3%GOOG Alphabet Inc. 7.4% Trimmed −3%AVGO Broadcom Inc. 7.2% Trimmed −3%AAPL Apple Inc. 6.8% Trimmed −3%MSFT Microsoft Corp 5.7% Trimmed −3%META Meta Platforms, Inc. 5.7% Trimmed −3%APH Amphenol Corp 4.4% Trimmed −3%MA Mastercard Inc 4.3% Trimmed −3%ANET Arista Networks, Inc. 4.2% Trimmed −3%TSLA Tesla, Inc. 3.7% Trimmed −3%GE General Electric Co 3.4% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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