AlpenGlobal Capital LLC 13F Holdings

CIK 0002062492 · TAHOE CITY, CA

As of Jun 30, 2025, AlpenGlobal Capital LLC reported 32 positions worth 67.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NETFLIX INCNFLXCommunication Services13,110 7.6M10.51%
TESLA INCTSLAConsumer Cyclical38,345 2.2M7.29%
AMAZON.COM INCAMZNEquity54,106 1.9M7.11%
MERCADOLIBRE INCMELIConsumer Cyclical4,030 0.5M6.30%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical158,806$8.9M5.34%
BOOKING HOLDINGS INCBKNGIndustrials1,383$8.0M4.79%
MICROSOFT CORPMSFTTechnology15,088$7.5M4.49%
COSTCO WHOLESALE CORPCOSTConsumer Defensive7,473$7.4M4.43%
AMERICAN EXPRESS COAXPFinancial Services22,295$7.1M4.26%
ALPHABET INCGOOGLEquity38,791$6.8M4.09%
WILLIAMS SONOMA INCWSMConsumer Cyclical41,787$6.8M4.09%
MASTERCARD INCMAFinancial Services11,711$6.6M3.94%
META PLATFORMS INCMETACommunication Services7,956$5.9M3.51%
FERRARI NVRACEConsumer Cyclical11,508$5.6M3.36%
ADOBE INCADBETechnology12,693$4.9M2.94%
WALT DISNEY CODISCommunication Services36,580$4.5M2.72%
MCDONALDS CORPMCDConsumer Cyclical13,371$3.9M2.34%
LULULEMON ATHLETICA INCLULUConsumer Cyclical15,852$3.8M2.25%
TETRA TECH INCTTEKIndustrials103,379$3.7M2.23%
ECOLAB INCECLBasic Materials12,904$3.5M2.08%
NEW YORK TIMES CONYTConsumer Cyclical60,900$3.4M2.04%
PAYPAL HOLDINGS INCPYPLFinancial Services39,984$3.0M1.78%
SPDR S&P 500 ETF TRUSTSPY—3,895$2.4M1.44%
ALPHABET INCGOOGEquity11,488$2.0M1.22%
STRYKER CORPSYKHealthcare5,059$2.0M1.20%