Alcosta Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Alcosta Capital Management, Inc. held in its portfolio 25 assets valued at $158,902,557 (i.e. $158.90M).

The most valuable assets in the portfolio included: NVIDIA CORPORATION ($22.61M), BROADCOM INC ($11.87M), and AMAZON COM INC ($11.38M).

The chart below shows the top 10 valuable assets, and the table below shows the top 25 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Alcosta Capital Management, Inc. Portfolio

NVIDIA CORPORATION

BROADCOM INC

AMAZON COM INC

ALPHABET INC

APPLE INC

MICROSOFT CORP

META PLATFORMS INC

TESLA INC

MASTERCARD INCORPORATED

AMPHENOL CORP NEW

Alcosta Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
NVIDIA CORPORATION	121248	22612752	COM
BROADCOM INC	34287	11866731	COM
AMAZON COM INC	49321	11384273	COM
ALPHABET INC	35931	11275148	CAP STK CL C
APPLE INC	33785	9184790	COM
MICROSOFT CORP	18449	8922305	COM
META PLATFORMS INC	12969	8560707	CL A
TESLA INC	16720	7519318	COM
MASTERCARD INCORPORATED	12940	7387187	CL A
AMPHENOL CORP NEW	43072	5820750	CL A
GE AEROSPACE	17944	5527290	COM NEW
ELI LILLY & CO	4703	5054220	COM
HOWMET AEROSPACE INC	23732	4865535	COM
VISA INC	13065	4582026	COM CL A
SERVICENOW INC	29755	4558168	COM
ARISTA NETWORKS INC	34372	4503763	COM SHS
MORGAN STANLEY	22898	4065082	COM NEW
OREILLY AUTOMOTIVE INC	43822	3997005	COM
ULTA BEAUTY INC	5529	3345100	COM
VIKING HOLDINGS LTD	46518	3321850	ORD SHS
KLA CORP	2732	3319599	COM NEW
TJX COS INC NEW	20848	3202461	COM
RALPH LAUREN CORP	8930	3157737	CL A
ISHARES TR	1808	675180	RUS 1000 ETF
ISHARES TR	409	193580	RUS 1000 GRW ETF