ALTA CAPITAL MANAGEMENT LLC/
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 590K | $102.92M |
 | AMZN | 398K | $82.84M |
 | APH | 394K | $49.81M |
 | GOOGL | 302K | $86.95M |
 | TJX | 261K | $41.69M |
 | AVGO | 212K | $65.50M |
 | MSFT | 199K | $73.69M |
 | T | 180K | $5.21M |
 | BJ | 175K | $17.23M |
 | AAPL | 174K | $44.27M |
 | NSSC | 121K | $4.75M |
 | WM | 114K | $26.29M |
 | ETN | 105K | $37.52M |
 | VST | 96K | $14.48M |
 | FSS | 92K | $9.96M |
 | META | 87K | $49.88M |
 | MO | 84K | $5.51M |
 | PANW | 82K | $13.20M |
 | FAST | 81K | $3.75M |
 | MA | 77K | $38.53M |
NVIDIA Corporation
NVDA
Shares Held
590K
Value
$102.92M
Amazon.com, Inc.
AMZN
Shares Held
398K
Value
$82.84M
Amphenol Corporation
APH
Shares Held
394K
Value
$49.81M
Alphabet Inc.
GOOGL
Shares Held
302K
Value
$86.95M
The TJX Companies, Inc.
TJX
Shares Held
261K
Value
$41.69M
Broadcom Inc.
AVGO
Shares Held
212K
Value
$65.50M
Microsoft Corporation
MSFT
Shares Held
199K
Value
$73.69M
AT&T Inc.
T
Shares Held
180K
Value
$5.21M
BJ's Wholesale Club Holdings, Inc.
BJ
Shares Held
175K
Value
$17.23M
Apple Inc.
AAPL
Shares Held
174K
Value
$44.27M
Napco Security Technologies, Inc.
NSSC
Shares Held
121K
Value
$4.75M
Waste Management, Inc.
WM
Shares Held
114K
Value
$26.29M
Eaton Corporation plc
ETN
Shares Held
105K
Value
$37.52M
Vistra Corp.
VST
Shares Held
96K
Value
$14.48M
Federal Signal Corporation
FSS
Shares Held
92K
Value
$9.96M
Meta Platforms, Inc.
META
Shares Held
87K
Value
$49.88M
Altria Group, Inc.
MO
Shares Held
84K
Value
$5.51M
Palo Alto Networks, Inc.
PANW
Shares Held
82K
Value
$13.20M
Fastenal Company
FAST
Shares Held
81K
Value
$3.75M
Mastercard Incorporated
MA
Shares Held
77K
Value
$38.53M