Stock Taper 
ALCOSTA CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 109.06K | $21.82M |
 Amazon.com, Inc. | AMZN | 44.35K | $10.57M |
 Viking Holdings Ltd | VIK | 41.66K | $4.36M |
 Amphenol Corporation | APH | 38.59K | $6.8M |
 Alphabet Inc. | GOOG | 32.31K | $11.42M |
 Broadcom Inc. | AVGO | 30.82K | $11.64M |
 Arista Networks, Inc. | ANET | 30.79K | $5.23M |
 Apple Inc. | AAPL | 30.38K | $8.79M |
 KLA Corporation | KLAC | 24.49K | $7.39M |
 Howmet Aerospace Inc. | HWM | 21.26K | $5.72M |
 Morgan Stanley | MS | 20.52K | $4.29M |
 The TJX Companies, Inc. | TJX | 18.69K | $2.83M |
 Microsoft Corporation | MSFT | 16.59K | $6.19M |
 GE Aerospace | GE | 16.07K | $6.01M |
 Tesla, Inc. | TSLA | 15.41K | $6.48M |
 Ross Stores, Inc. | ROST | 13.43K | $2.86M |
 Visa Inc. | V | 11.75K | $4.03M |
 Meta Platforms, Inc. | META | 11.65K | $6.56M |
 Mastercard Incorporated | MA | 11.64K | $5.98M |
 Ralph Lauren Corporation | RL | 8K | $3.21M |