ALTA CAPITAL MANAGEMENT LLC/
Top Portfolio Positions
87 positions ·
$1,283,914,896 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
590,120 | $102,916,928 | 8.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
302,362 | $86,947,216 | 6.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
397,759 | $82,841,266 | 6.45% | |
| MSFT |
Microsoft Corp
Technology
|
199,066 | $73,688,261 | 5.74% | |
| AVGO |
Broadcom Inc.
Technology
|
211,615 | $65,496,958 | 5.10% | |
| META |
Meta Platforms, Inc.
Communication Services
|
87,175 | $49,875,432 | 3.88% | |
| APH |
Amphenol Corp /De/
Technology
|
394,255 | $49,814,119 | 3.88% | |
| AAPL |
Apple Inc.
Technology
|
174,443 | $44,271,888 | 3.45% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
261,059 | $41,691,122 | 3.25% | |
| MA |
Mastercard Inc
Financial Services
|
77,112 | $38,529,781 | 3.00% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NSSC
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,747,676 | 120,530 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,326,072 | 199,666 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,625,868 | 224,118 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,197,271 | 242,414 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,391,952 | 407,991 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $14,209,740 | 399,599 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,187,591 | 375,373 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,950,173 | 422,525 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $17,709,515 | 440,974 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $15,668,313 | 457,469 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $10,605,974 | 476,673 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $10,422,373 | 300,790 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $11,658,405 | 310,229 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $8,615,557 | 313,521 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $7,470,390 | 256,891 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,762,261 | 231,290 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,495,521 | 219,080 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,217,612 | 88,740 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,202,965 | 55,848 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,371,912 | 75,442 | Shares | Sole | 2021-07-27 | |
| No 13F history on record for this holder in this stock. | ||||||