Alcosta Capital Management, Inc. 13F Holdings
CIK 0001842509 · SAN RAMON, CA
As of Sep 30, 2025, Alcosta Capital Management, Inc. reported 25 positions worth
CIK 0001842509 · SAN RAMON, CA
As of Sep 30, 2025, Alcosta Capital Management, Inc. reported 25 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 127,489 | $23.8M | 12.81% |
| BROADCOM INC | AVGO | Technology | 36,080 | 1.9M | 6.41% |
| AMAZON.COM INC | AMZN | Equity | 51,883 | 1.4M | 6.13% |
| SERVICENOW INC | NOW | Technology | 11,644 | 0.7M | 5.77% |
| MICROSOFT CORP | MSFT | Technology | 19,417 | 0.1M | 5.42% |
| META PLATFORMS INC | META | Communication Services | 13,655 | 0.0M | 5.40% |
| ALPHABET INC | GOOG | Equity | 37,751 | $9.2M | 4.95% |
| APPLE INC | AAPL | Technology | 35,547 | $9.1M | 4.87% |
| ARISTA NETWORKS INC | ANET | Technology | 57,039 | $8.3M | 4.48% |
| DOORDASH INC | DASH | Communication Services | 28,934 | $7.9M | 4.24% |
| TESLA INC | TSLA | Consumer Cyclical | 17,653 | $7.9M | 4.23% |
| MASTERCARD INC | MA | Financial Services | 13,616 | $7.7M | 4.17% |
| NETFLIX INC | NFLX | Communication Services | 5,678 | $6.8M | 3.67% |
| ORACLE CORP | ORCL | Technology | 20,989 | $5.9M | 3.18% |
| GE AEROSPACE | GE | Industrials | 18,949 | $5.7M | 3.07% |
| AMPHENOL CORP-CL A | APH | Technology | 45,455 | $5.6M | 3.03% |
| UBER TECHNOLOGIES INC | UBER | Technology | 54,475 | $5.3M | 2.87% |
| AUTOZONE INC | AZO | Consumer Cyclical | 1,218 | $5.2M | 2.81% |
| O REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 46,091 | $5.0M | 2.68% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 5,194 | $4.8M | 2.59% |
| VISA INC-CLASS A SHARES | V | Financial Services | 13,743 | $4.7M | 2.53% |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 47,742 | $4.7M | 2.51% |
| SEA LTD | SE | Consumer Cyclical | 18,089 | $3.2M | 1.74% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 1,817 | $664.1K | 0.36% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 409 | 91.6K | 0.10% |