Alamar Capital Management, LLC
Top Portfolio Positions
60 positions ·
$95,243,378 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SNDK |
Sandisk Corp
Technology
|
16,683 | $10,599,377 | 11.13% | |
| APH |
Amphenol Corp /De/
Technology
|
32,835 | $4,148,702 | 4.36% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
8,423 | $3,986,100 | 4.19% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
30,825 | $3,626,869 | 3.81% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
15,550 | $3,082,632 | 3.24% | |
| NFLX |
Netflix Inc
Communication Services
|
31,405 | $3,019,590 | 3.17% | |
| OKTA |
Okta, Inc.
Technology
|
35,695 | $2,809,553 | 2.95% | |
| TEL |
TE Connectivity plc
Technology
|
12,214 | $2,552,970 | 2.68% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
20,040 | $2,530,651 | 2.66% | |
| APPF |
Appfolio Inc
Technology
|
16,025 | $2,529,065 | 2.66% |
Portfolio Trend
21 quarters · across all stocks
Holdings in ESTC
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,136,072 | 42,730 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,438,555 | 45,580 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $3,629,690 | 42,960 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,332,146 | 27,655 | Shares | Sole | 2025-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||