13F Insight
DOSSIER · 13F-HR · Q2 2026

Alcosta Capital Management, Inc.

$148M in tracked AUM across 22 positions as of Q2 2026.

AC
CIK 0001842509 · last filed Jun 30, 2026
Total AUM
$148M
as of Q2 2026
Holdings
22
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Alcosta Capital Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$22M109K14.8%02
AVGO
BROADCOM INC
$12M31K7.9%03
GOOG
ALPHABET INC
$11M32K7.7%04
AMZN
AMAZON COM INC
$11M44K7.2%05
AAPL
APPLE INC
$9M30K5.9%06
KLAC
KLA CORP
$7M24K5.0%07
APH
AMPHENOL CORP
$7M39K4.6%08
META
META PLATFORMS INC
$7M12K4.4%09
TSLA
TESLA INC
$6M15K4.4%10
MSFT
MICROSOFT CORP
$6M17K4.2%

Filing history

2026Q2Jun 30
$148M▲ 12.6%
22 positionsView →2026Q1Mar 31
$131M▼ 17.4%
23 positionsView →2025Q4Dec 31
$159M▼ 14.4%
25 positionsView →2025Q3Sep 30
$186M▲ 3.6%
25 positionsView →2025Q2Jun 30
$179M▲ 19.7%
26 positionsLocked2025Q1Mar 31
$150M▼ 12.7%
26 positionsLocked2024Q4Dec 31
$172M▲ 2.5%
26 positionsLocked2024Q3Sep 30
$167M▲ 3.1%
27 positionsLocked2024Q2Jun 30
$162M▲ 8.9%
28 positionsLocked2024Q1Mar 31
$149M▲ 7.9%
28 positionsLocked2023Q4Dec 31
$138M▲ 15.1%
30 positionsLocked2023Q3Sep 30
$120M▼ 2.7%
31 positionsLocked
Showing 12 of 23