account_balance
Investment manager · 13F filer · SEC CIK 2132506
Alessandra Capital Management, LLC
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Reported value$142Mas of Sep 30, 2026
Positions121 15 new, 21 sold out
Top 10 weight41.8%LLY alone is 11%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LLYELI Lilly & Co
10.6%Added +2%
NVDANVIDIA Corp
5.4%Trimmed −5%
MCKMcKesson Corp
4.1%Added +581%
KMBKimberly Clark Corp
3.9%Added +33%
COSTCostco Wholesale Corp
3.6%Added +15%
MSFTMicrosoft Corp
3.5%Trimmed −5%
AMZNAmazon.com Inc
3.5%Trimmed −10%
AAPLApple Inc.
2.9%Trimmed −6%
INTCIntel Corp
2.2%Trimmed −36%
PGRProgressive Corp
2.1%Added +133%
CLXClorox Co
1.8%Added +75%
PRMEPrime Medicine, Inc.
1.7%Added +20%
LLYELI Lilly & Co
10.6%Added +2%
NVDANVIDIA Corp
5.4%−5%
MCKMcKesson Corp
4.1%+581%
KMBKimberly Clark Corp
3.9%+33%
COSTCostco Wholesale Corp
3.6%+15%
MSFTMicrosoft Corp
3.5%
AMZNAmazon.com Inc
3.5%
AAPLApple Inc.
2.9%
INTC2.2%PGR2.1%CLX1.8%PRME1.7%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
LLY ELI Lilly & Co 10.6% Added +2%NVDA NVIDIA Corp 5.4% Trimmed −5%MCK McKesson Corp 4.1% Added +581%KMB Kimberly Clark Corp 3.9% Added +33%COST Costco Wholesale Corp 3.6% Added +15%MSFT Microsoft Corp 3.5% Trimmed −5%AMZN Amazon.com Inc 3.5% Trimmed −10%AAPL Apple Inc. 2.9% Trimmed −6%INTC Intel Corp 2.2% Trimmed −36%PGR Progressive Corp 2.1% Added +133%CLX Clorox Co 1.8% Added +75%PRME Prime Medicine, Inc. 1.7% Added +20%
What changed
Biggest moves since Jun 30, 2026
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