ALPINE ASSOCIATES MANAGEMENT INC.
Top Portfolio Positions
68 positions ·
$1,672,438,857 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NSC |
Norfolk Southern Corp
Industrials
|
464,455 | $133,298,585 | 7.97% |
| AL |
SUMISHO AIR LEASE CORP
Industrials
|
1,382,306 | $89,766,951 | 5.37% |
| GTLS |
Chart Industries Inc
Industrials
|
428,754 | $88,644,889 | 5.30% |
| EA |
Electronic Arts Inc.
Communication Services
|
320,764 | $65,394,156 | 3.91% |
| QRVO |
Qorvo, Inc.
Technology
|
801,559 | $62,040,666 | 3.71% |
| UNF |
Unifirst Corp
Industrials
|
217,050 | $54,607,609 | 3.27% |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
2,968,520 | $51,177,284 | 3.06% |
| VAL |
Valaris Ltd
Energy
|
472,500 | $46,323,900 | 2.77% |
| SLAB |
Silicon Laboratories Inc.
Technology
|
222,450 | $46,302,967 | 2.77% |
| ACLX |
Arcellx, Inc.
Healthcare
|
378,000 | $43,401,960 | 2.60% |
Portfolio Trend
Holdings in TWO
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,585,746 | 664,251 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,983,300 | 474,600 | Shares | Sole | 2026-02-05 | |
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