ALCOSTA CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 121K | $22.61M |
 | AMZN | 49K | $11.38M |
 | VIK | 47K | $3.32M |
 | ORLY | 44K | $4.00M |
 | APH | 43K | $5.82M |
 | GOOG | 36K | $11.28M |
 | AAPL | 34K | $9.18M |
 | NOW | 30K | $4.56M |
 | MS | 23K | $4.07M |
 | TJX | 21K | $3.20M |
 | MSFT | 18K | $8.92M |
 | META | 13K | $8.56M |
 | ULTA | 6K | $3.35M |
 | KLAC | 3K | $3.32M |
NVIDIA Corporation
NVDA
Shares Held
121K
Value
$22.61M
Amazon.com, Inc.
AMZN
Shares Held
49K
Value
$11.38M
Viking Holdings Ltd
VIK
Shares Held
47K
Value
$3.32M
O'Reilly Automotive, Inc.
ORLY
Shares Held
44K
Value
$4.00M
Amphenol Corporation
APH
Shares Held
43K
Value
$5.82M
Alphabet Inc.
GOOG
Shares Held
36K
Value
$11.28M
Apple Inc.
AAPL
Shares Held
34K
Value
$9.18M
ServiceNow, Inc.
NOW
Shares Held
30K
Value
$4.56M
Morgan Stanley
MS
Shares Held
23K
Value
$4.07M
The TJX Companies, Inc.
TJX
Shares Held
21K
Value
$3.20M
Microsoft Corporation
MSFT
Shares Held
18K
Value
$8.92M
Meta Platforms, Inc.
META
Shares Held
13K
Value
$8.56M
Ulta Beauty, Inc.
ULTA
Shares Held
6K
Value
$3.35M
KLA Corporation
KLAC
Shares Held
3K
Value
$3.32M