ALTA CAPITAL MANAGEMENT LLC/
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 606K | $113.01M |
 | CPRT | 535K | $20.96M |
 | APH | 469K | $63.39M |
 | AMZN | 427K | $98.53M |
 | GOOGL | 401K | $125.42M |
 | TJX | 359K | $55.17M |
 | AAPL | 240K | $65.20M |
 | NSSC | 200K | $8.33M |
 | AVGO | 191K | $65.94M |
 | MSFT | 185K | $89.65M |
 | T | 179K | $4.45M |
 | BJ | 140K | $12.56M |
 | WM | 122K | $26.83M |
 | MO | 84K | $4.82M |
 | MA | 83K | $47.63M |
 | META | 82K | $53.82M |
 | ETN | 81K | $25.93M |
 | FAST | 80K | $3.22M |
 | GDDY | 74K | $9.22M |
 | SHW | 73K | $23.57M |
NVIDIA Corporation
NVDA
Shares Held
606K
Value
$113.01M
Copart, Inc.
CPRT
Shares Held
535K
Value
$20.96M
Amphenol Corporation
APH
Shares Held
469K
Value
$63.39M
Amazon.com, Inc.
AMZN
Shares Held
427K
Value
$98.53M
Alphabet Inc.
GOOGL
Shares Held
401K
Value
$125.42M
The TJX Companies, Inc.
TJX
Shares Held
359K
Value
$55.17M
Apple Inc.
AAPL
Shares Held
240K
Value
$65.20M
Napco Security Technologies, Inc.
NSSC
Shares Held
200K
Value
$8.33M
Broadcom Inc.
AVGO
Shares Held
191K
Value
$65.94M
Microsoft Corporation
MSFT
Shares Held
185K
Value
$89.65M
AT&T Inc.
T
Shares Held
179K
Value
$4.45M
BJ's Wholesale Club Holdings, Inc.
BJ
Shares Held
140K
Value
$12.56M
Waste Management, Inc.
WM
Shares Held
122K
Value
$26.83M
Altria Group, Inc.
MO
Shares Held
84K
Value
$4.82M
Mastercard Incorporated
MA
Shares Held
83K
Value
$47.63M
Meta Platforms, Inc.
META
Shares Held
82K
Value
$53.82M
Eaton Corporation plc
ETN
Shares Held
81K
Value
$25.93M
Fastenal Company
FAST
Shares Held
80K
Value
$3.22M
GoDaddy Inc.
GDDY
Shares Held
74K
Value
$9.22M
The Sherwin-Williams Company
SHW
Shares Held
73K
Value
$23.57M