ALTA CAPITAL MANAGEMENT LLC/ 13F Holdings

CIK 0001093589 · SALT LAKE CITY, UT

As of Sep 30, 2025, ALTA CAPITAL MANAGEMENT LLC/ reported 97 positions worth .8B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity541,790 31.7M7.33%
NVIDIA CORPNVDATechnology694,732 29.6M7.22%
MICROSOFT CORPMSFTTechnology216,860 12.3M6.25%
AMAZON.COM INCAMZNEquity473,174 03.9M5.78%
APPLE INCAAPLTechnology332,783$84.7M4.72%
AMPHENOL CORP-CL AAPHTechnology636,312$78.7M4.38%
BROADCOM INCAVGOTechnology223,596$73.8M4.11%
META PLATFORMS INCMETACommunication Services85,213$62.6M3.48%
TJX COMPANIES INCTJXConsumer Cyclical421,785$61.0M3.39%
MASTERCARD INCMAFinancial Services97,050$55.2M3.07%
AUTOZONE INCAZOConsumer Cyclical11,780$50.5M2.81%
BOOKING HOLDINGS INCBKNGIndustrials9,064$48.9M2.72%
ASML HOLDING NVASMLTechnology48,979$47.4M2.64%
MERCADOLIBRE INCMELIConsumer Cyclical18,803$43.9M2.45%
FISERV INCFISVTechnology327,542$42.2M2.35%
THERMO FISHER SCIENTIFIC INCTMOHealthcare86,788$42.1M2.34%
S&P GLOBAL INCSPGIFinancial Services83,144$40.5M2.25%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services76,141$38.3M2.13%
EATON CORP PLCETNIndustrials100,929$37.8M2.10%
INTUIT INCINTUTechnology54,588$37.3M2.08%
SHERWIN WILLIAMS COSHWBasic Materials88,407$30.6M1.70%
VISA INC-CLASS A SHARESVFinancial Services86,878$29.7M1.65%
WASTE MANAGEMENT INCWMIndustrials130,070$28.7M1.60%
COPART INCCPRTIndustrials631,923$28.4M1.58%
ZOETIS INCZTSHealthcare162,638$23.8M1.32%