Alcosta Capital Management, Inc. Top Holdings and 13F Report (2026) About Alcosta Capital Management, Inc.Investment ActivityAlcosta Capital Management, Inc. has $131.21 million in total holdings as of March 31, 2026.Alcosta Capital Management, Inc. owns shares of 23 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.35% of the portfolio was purchased this quarter.About 14.13% of the portfolio was sold this quarter.This quarter, Alcosta Capital Management, Inc. has purchased 25 new stocks and bought additional shares in 0 stocks.Alcosta Capital Management, Inc. sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $20,104,832Broadcom $10,091,574Alphabet $9,785,942Amazon.com $9,767,446Apple $8,152,242 Largest New Holdings this Quarter 778296103 - Ross Stores $3,084,378 Holding Largest Purchases this Quarter Ross Stores 14,238 shares (about $3.08M) Largest Sales this Quarter NVIDIA 5,968 shares (about $1.04M)Alphabet 1,817 shares (about $521.22K)Broadcom 1,682 shares (about $520.60K)Amazon.com 2,423 shares (about $504.64K)Apple 1,663 shares (about $422.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlcosta Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$20,104,832$1,040,819 â–¼-4.9%115,28015.3%Computer and TechnologyAVGOBroadcom$10,091,574$520,596 â–¼-4.9%32,6057.7%Computer and TechnologyGOOGAlphabet$9,785,942$521,225 â–¼-5.1%34,1147.5%Computer and TechnologyAMZNAmazon.com$9,767,446$504,638 â–¼-4.9%46,8987.4%Retail/WholesaleAAPLApple$8,152,242$422,053 â–¼-4.9%32,1226.2%Computer and TechnologyMETAMeta Platforms$7,052,647$367,307 â–¼-5.0%12,3275.4%Computer and TechnologyMSFTMicrosoft$6,492,412$336,855 â–¼-4.9%17,5394.9%Computer and TechnologyMAMastercard$6,149,316$316,285 â–¼-4.9%12,3074.7%Business ServicesTSLATesla$5,894,096$321,564 â–¼-5.2%15,8554.5%Auto/Tires/TrucksHWMHowmet Aerospace$5,197,564$271,712 â–¼-5.0%22,5534.0%AerospaceAPHAmphenol$5,173,780$268,367 â–¼-4.9%40,9483.9%Computer and TechnologyGEGE Aerospace$4,839,981$251,988 â–¼-4.9%17,0563.7%AerospaceLLYEli Lilly and Company$4,108,613$217,066 â–¼-5.0%4,4673.1%MedicalARISTA NETWORKS INC$4,009,258$210,936 â–¼-5.0%32,6543.1%COM SHSKLACKLA$3,822,376$200,248 â–¼-5.0%2,5962.9%Computer and TechnologyVVisa$3,755,030$193,736 â–¼-4.9%12,4242.9%Business ServicesMSMorgan Stanley$3,582,031$186,293 â–¼-4.9%21,7662.7%FinanceVIKING HOLDINGS LTD$3,247,228$170,914 â–¼-5.0%44,1922.5%ORD SHSTJXTJX Companies$3,165,733$163,692 â–¼-4.9%19,8232.4%Retail/WholesaleROSTRoss Stores$3,084,378$3,084,378 â–²New Holding14,2382.4%Retail/WholesaleRLRalph Lauren$2,919,099$152,732 â–¼-5.0%8,4862.2%Consumer DiscretionaryIWBiShares Russell 1000 ETF$644,6600.0%1,8080.5%ETFIWFiShares Russell 1000 Growth ETF$174,3980.0%4090.1%ETFNOWServiceNow$0$4,558,168 â–¼-100.0%00.0%Computer and TechnologyORLYO'Reilly Automotive$0$3,997,005 â–¼-100.0%00.0%Retail/WholesaleULTAUlta Beauty$0$3,345,100 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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