ALTA CAPITAL MANAGEMENT LLC/
Top Portfolio Positions
85 positions ·
$1,246,636,192 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
590,120 | $102,916,928 | 8.26% |
| GOOGL |
Alphabet Inc.
Communication Services
|
302,362 | $86,947,216 | 6.97% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
397,759 | $82,841,266 | 6.65% |
| MSFT |
Microsoft Corp
Technology
|
199,066 | $73,688,261 | 5.91% |
| AVGO |
Broadcom Inc.
Technology
|
211,615 | $65,496,958 | 5.25% |
| META |
Meta Platforms, Inc.
Communication Services
|
87,175 | $49,875,432 | 4.00% |
| APH |
Amphenol Corp /De/
Technology
|
394,255 | $49,814,119 | 4.00% |
| AAPL |
Apple Inc.
Technology
|
174,443 | $44,271,888 | 3.55% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
261,059 | $41,691,122 | 3.34% |
| MA |
Mastercard Inc
Financial Services
|
77,112 | $38,529,781 | 3.09% |
Portfolio Trend
Holdings in FSS
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,958,720 | 92,091 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,505,306 | 69,116 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,833,936 | 74,241 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,095,242 | 104,259 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,946,458 | 67,253 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $6,139,130 | 66,448 | Shares | Sole | 2025-02-06 | |
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