ALCOSTA CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 127K | $23.79M |
 | ANET | 57K | $8.31M |
 | UBER | 54K | $5.34M |
 | AMZN | 52K | $11.39M |
 | BSX | 48K | $4.66M |
 | ORLY | 46K | $4.97M |
 | APH | 45K | $5.63M |
 | GOOG | 38K | $9.19M |
 | AVGO | 36K | $11.90M |
 | AAPL | 36K | $9.05M |
 | DASH | 29K | $7.87M |
 | ORCL | 21K | $5.90M |
 | MSFT | 19K | $10.06M |
 | GE | 19K | $5.70M |
 | SE | 18K | $3.23M |
 | TSLA | 18K | $7.85M |
 | V | 14K | $4.69M |
 | META | 14K | $10.03M |
 | MA | 14K | $7.74M |
 | NOW | 12K | $10.72M |
NVIDIA Corporation
NVDA
Shares Held
127K
Value
$23.79M
Arista Networks, Inc.
ANET
Shares Held
57K
Value
$8.31M
Uber Technologies, Inc.
UBER
Shares Held
54K
Value
$5.34M
Amazon.com, Inc.
AMZN
Shares Held
52K
Value
$11.39M
Boston Scientific Corporation
BSX
Shares Held
48K
Value
$4.66M
O'Reilly Automotive, Inc.
ORLY
Shares Held
46K
Value
$4.97M
Amphenol Corporation
APH
Shares Held
45K
Value
$5.63M
Alphabet Inc.
GOOG
Shares Held
38K
Value
$9.19M
Broadcom Inc.
AVGO
Shares Held
36K
Value
$11.90M
Apple Inc.
AAPL
Shares Held
36K
Value
$9.05M
DoorDash, Inc.
DASH
Shares Held
29K
Value
$7.87M
Oracle Corporation
ORCL
Shares Held
21K
Value
$5.90M
Microsoft Corporation
MSFT
Shares Held
19K
Value
$10.06M
GE Aerospace
GE
Shares Held
19K
Value
$5.70M
Sea Limited
SE
Shares Held
18K
Value
$3.23M
Tesla, Inc.
TSLA
Shares Held
18K
Value
$7.85M
Visa Inc.
V
Shares Held
14K
Value
$4.69M
Meta Platforms, Inc.
META
Shares Held
14K
Value
$10.03M
Mastercard Incorporated
MA
Shares Held
14K
Value
$7.74M
ServiceNow, Inc.
NOW
Shares Held
12K
Value
$10.72M