ALCOSTA CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 115K | $20.10M |
 | AMZN | 47K | $9.77M |
 | VIK | 44K | $3.25M |
 | APH | 41K | $5.17M |
 | GOOG | 34K | $9.79M |
 | ANET | 33K | $4.01M |
 | AVGO | 33K | $10.09M |
 | AAPL | 32K | $8.15M |
 | HWM | 23K | $5.20M |
 | MS | 22K | $3.58M |
 | TJX | 20K | $3.17M |
 | MSFT | 18K | $6.49M |
 | GE | 17K | $4.84M |
 | TSLA | 16K | $5.89M |
 | ROST | 14K | $3.08M |
 | V | 12K | $3.76M |
 | META | 12K | $7.05M |
 | MA | 12K | $6.15M |
 | RL | 8K | $2.92M |
 | LLY | 4K | $4.11M |
NVIDIA Corporation
NVDA
Shares Held
115K
Value
$20.10M
Amazon.com, Inc.
AMZN
Shares Held
47K
Value
$9.77M
Viking Holdings Ltd
VIK
Shares Held
44K
Value
$3.25M
Amphenol Corporation
APH
Shares Held
41K
Value
$5.17M
Alphabet Inc.
GOOG
Shares Held
34K
Value
$9.79M
Arista Networks, Inc.
ANET
Shares Held
33K
Value
$4.01M
Broadcom Inc.
AVGO
Shares Held
33K
Value
$10.09M
Apple Inc.
AAPL
Shares Held
32K
Value
$8.15M
Howmet Aerospace Inc.
HWM
Shares Held
23K
Value
$5.20M
Morgan Stanley
MS
Shares Held
22K
Value
$3.58M
The TJX Companies, Inc.
TJX
Shares Held
20K
Value
$3.17M
Microsoft Corporation
MSFT
Shares Held
18K
Value
$6.49M
GE Aerospace
GE
Shares Held
17K
Value
$4.84M
Tesla, Inc.
TSLA
Shares Held
16K
Value
$5.89M
Ross Stores, Inc.
ROST
Shares Held
14K
Value
$3.08M
Visa Inc.
V
Shares Held
12K
Value
$3.76M
Meta Platforms, Inc.
META
Shares Held
12K
Value
$7.05M
Mastercard Incorporated
MA
Shares Held
12K
Value
$6.15M
Ralph Lauren Corporation
RL
Shares Held
8K
Value
$2.92M
Eli Lilly and Company
LLY
Shares Held
4K
Value
$4.11M