Alamar Capital Management, LLC Top Holdings and 13F Report (2025) About Alamar Capital Management, LLCInvestment ActivityAlamar Capital Management, LLC has $168.12 million in total holdings as of March 31, 2025.Alamar Capital Management, LLC owns shares of 71 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 10.85% of the portfolio was purchased this quarter.About 14.99% of the portfolio was sold this quarter.This quarter, Alamar Capital Management, LLC has purchased 80 new stocks and bought additional shares in 15 stocks.Alamar Capital Management, LLC sold shares of 42 stocks and completely divested from 13 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $15,301,670Progressive $6,900,720iShares MSCI EAFE ETF $5,737,446iShares Core U.S. Aggregate Bond ETF $5,578,470Tradeweb Markets $5,538,500 Largest New Holdings this Quarter 032095101 - Amphenol $2,517,426 Holding03783C100 - AppFolio $2,501,363 Holding084670108 - Berkshire Hathaway $798,442 Holding842587107 - Southern $211,301 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 40,561 shares (about $3.36M)Amphenol 38,285 shares (about $2.52M)AppFolio 11,375 shares (about $2.50M)Tradeweb Markets 11,612 shares (about $1.72M)BLOCK INC 21,768 shares (about $1.18M) Largest Sales this Quarter Vanguard S&P 500 ETF 2,710 shares (about $1.39M)Williams-Sonoma 5,125 shares (about $810.28K)Progressive 1,172 shares (about $331.69K)NVIDIA 2,720 shares (about $294.85K)Vanguard FTSE Developed Markets ETF 4,511 shares (about $229.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlamar Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$15,301,670$1,392,696 ▼-8.3%29,7759.1%ETFPGRProgressive$6,900,720$331,692 ▼-4.6%24,3834.1%FinanceEFAiShares MSCI EAFE ETF$5,737,446$413,636 ▲7.8%70,2003.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$5,578,470$1,031,632 ▲22.7%56,3943.3%FinanceTWTradeweb Markets$5,538,500$1,723,933 ▲45.2%37,3063.3%FinanceFTNTFortinet$5,323,659$194,734 ▼-3.5%55,3053.2%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$5,198,214$3,355,637 ▲182.1%62,8333.1%ManufacturingINTAIntapp$4,885,822$202,462 ▼-4.0%83,6902.9%Computer and TechnologyHCAHCA Healthcare$4,494,265$195,929 ▼-4.2%13,0062.7%MedicalPCTYPaylocity$4,382,445$179,284 ▼-3.9%23,3932.6%Computer and TechnologyOKTAOkta$4,376,100$1,037,469 ▲31.1%41,5902.6%Computer and TechnologyPANWPalo Alto Networks$4,190,577$160,402 ▼-3.7%24,5582.5%Computer and TechnologyNOWServiceNow$3,854,114$156,043 ▼-3.9%4,8412.3%Computer and TechnologyEOGEOG Resources$3,802,381$147,730 ▼-3.7%29,6512.3%EnergyABNBAirbnb$3,710,428$128,420 ▼-3.3%31,0602.2%Consumer DiscretionaryMKTXMarketAxess$3,680,922$91,731 ▼-2.4%17,0142.2%FinanceWKWorkiva$3,621,818$40,460 ▼-1.1%47,7122.2%Computer and TechnologyWDAYWorkday$3,578,614$129,843 ▼-3.5%15,3242.1%Computer and TechnologyWRBW. R. Berkley$3,511,489$156,055 ▼-4.3%49,3462.1%FinanceNFLXNetflix$3,471,809$137,082 ▼-3.8%3,7232.1%Consumer DiscretionarySKWDSkyward Specialty Insurance Group$3,465,202$115,101 ▼-3.2%65,4802.1%FinanceMDBMongoDB$3,299,274$909,449 ▲38.1%18,8102.0%Computer and TechnologyMGMMGM Resorts International$3,072,779$97,219 ▲3.3%103,6701.8%Consumer DiscretionaryVTVVanguard Value ETF$2,954,372$709,098 ▲31.6%17,1031.8%ETFMSCIMSCI$2,819,833$132,904 ▼-4.5%4,9861.7%FinanceLRNStride$2,554,668$1,008,205 ▲65.2%20,1951.5%Consumer DiscretionaryBURLBurlington Stores$2,536,070$108,202 ▼-4.1%10,6411.5%Retail/WholesaleAPHAmphenol$2,517,426$2,517,426 ▲New Holding38,2851.5%Computer and TechnologyAPPFAppFolio$2,501,363$2,501,363 ▲New Holding11,3751.5%Computer and TechnologyACIAlbertsons Companies$2,450,136$49,874 ▼-2.0%111,4201.5%Consumer StaplesEGEverest Group$2,302,075$79,206 ▼-3.3%6,3361.4%FinanceDXCMDexCom$2,289,081$87,821 ▼-3.7%33,5201.4%MedicalBLOCK INC$2,221,445$1,182,655 ▲113.8%40,8881.3%CL AWSMWilliams-Sonoma$2,200,315$810,276 ▼-26.9%13,9171.3%Retail/WholesaleISRGIntuitive Surgical$2,159,377$82,215 ▼-3.7%4,3601.3%MedicalASOAcademy Sports and Outdoors$2,063,114$69,754 ▼-3.3%45,1051.2%Consumer DiscretionaryIWNiShares Russell 2000 Value ETF$1,943,415$55,108 ▼-2.8%12,8721.2%ETFFNDFloor & Decor$1,937,718$76,447 ▼-3.8%24,0801.2%Retail/WholesaleKHCKraft Heinz$1,887,430$22,153 ▼-1.2%62,0251.1%Consumer StaplesSTLDSteel Dynamics$1,688,070$58,144 ▼-3.3%13,4421.0%Basic MaterialsIWDiShares Russell 1000 Value ETF$1,524,849$306,889 ▲25.2%8,1040.9%ETFVLOValero Energy$1,293,744$51,507 ▼-3.8%9,7960.8%EnergySIGISelective Insurance Group$1,290,302$44,124 ▼-3.3%14,0950.8%FinanceAAPLApple$1,236,537$207,681 ▼-14.4%5,5670.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,190,153$144,436 ▼-10.8%3,2960.7%ETFDELLDell Technologies$917,078$13,035 ▼-1.4%10,0610.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$890,3430.0%1,5870.5%FinanceVYMVanguard High Dividend Yield ETF$855,650$180,544 ▲26.7%6,6350.5%ETFAMZNAmazon.com$848,5600.0%4,4600.5%Retail/WholesaleBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.5%FinanceBSVVanguard Short-Term Bond ETF$627,806$74,757 ▼-10.6%8,0200.4%ETFMSFTMicrosoft$598,785$164,431 ▼-21.5%1,5950.4%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$570,982$95,866 ▲20.2%7,4570.3%ETFBRK.BBerkshire Hathaway$526,722$159,774 ▲43.5%9890.3%FinanceVWOVanguard FTSE Emerging Markets ETF$482,743$150,173 ▼-23.7%10,6660.3%ETFMETAMeta Platforms$432,270$145,243 ▼-25.1%7500.3%Computer and TechnologySCHKSchwab 1000 Index ETF$430,029$808 ▲0.2%15,9740.3%ETFGOOGLAlphabet$377,4650.0%2,4410.2%Computer and TechnologyAMDAdvanced Micro Devices$349,3160.0%3,4000.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$313,3420.0%4,1420.2%ETFVTIVanguard Total Stock Market ETF$310,020$31,607 ▼-9.3%1,1280.2%ETFFSKFS KKR Capital$303,1000.0%14,0000.2%FinanceOBDCBlue Owl Capital$300,6000.0%20,0000.2%FinanceAVGOBroadcom$281,2820.0%1,6800.2%Computer and TechnologyNVDANVIDIA$218,647$294,854 ▼-57.4%2,0170.1%Computer and TechnologyPWBInvesco Large Cap Growth ETF$216,0900.0%2,2500.1%ETFSOSouthern$211,301$211,301 ▲New Holding2,2980.1%UtilitiesJPMJPMorgan Chase & Co.$203,599$46,607 ▼-18.6%8300.1%FinanceVEAVanguard FTSE Developed Markets ETF$201,998$229,294 ▼-53.2%3,9740.1%ETFGOOGAlphabet$200,774$96,090 ▼-32.4%1,2850.1%Computer and TechnologyLYFTLyft$118,7000.0%10,0000.1%Computer and TechnologySMARSmartsheet$0$4,799,530 ▼-100.0%00.0%Computer and TechnologyRPDRapid7$0$3,559,550 ▼-100.0%00.0%Computer and TechnologySWKSSkyworks Solutions$0$2,478,105 ▼-100.0%00.0%Computer and TechnologySTMSTMicroelectronics$0$2,163,354 ▼-100.0%00.0%Computer and TechnologyCNCCentene$0$2,103,095 ▼-100.0%00.0%MedicalREVELYST INC$0$1,289,372 ▼-100.0%00.0%COM SHSDHRDanaher$0$308,443 ▼-100.0%00.0%MedicalUSMViShares MSCI USA Min Vol Factor ETF$0$276,492 ▼-100.0%00.0%ETFSILA REALTY TRUST INC$0$267,763 ▼-100.0%00.0%COMMON STOCKIJKiShares S&P Mid-Cap 400 Growth ETF$0$230,417 ▼-100.0%00.0%ETFMMYTMakeMyTrip$0$224,560 ▼-100.0%00.0%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$0$205,184 ▼-100.0%00.0%ETFSPSCSPS Commerce$0$202,389 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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