Fred Alger Management, LLC Top Holdings and 13F Report (2026)

About Fred Alger Management, LLC

Investment Activity

Fred Alger Management, LLC has $22.77 billion in total holdings as of March 31, 2026.
Fred Alger Management, LLC owns shares of 446 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 11.75% of the portfolio was purchased this quarter.
About 12.10% of the portfolio was sold this quarter.
This quarter, Fred Alger Management, LLC has purchased 459 new stocks and bought additional shares in 107 stocks.
Fred Alger Management, LLC sold shares of 258 stocks and completely divested from 80 stocks this quarter.

Largest Holdings

NVIDIA: $2,857,006,533
Microsoft: $1,845,672,469
Amazon.com: $1,489,780,927
Apple: $1,176,802,050
Alphabet: $1,096,706,020

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $151,362,321 Holding
040413205 - Arista Networks, Inc.: $83,830,869 Holding
29445S100 - EquipmentShare.com, Inc. Class A: $50,237,268 Holding
922475108 - Veeva Systems: $39,070,473 Holding
25402D102 - DigitalOcean Holdings, Inc.: $29,573,170 Holding

Largest Purchases this Quarter

NVIDIA: 1,081,244 shares (about $188.57M)
Yandex: 1,661,403 shares (about $172.39M)
AstraZeneca: 768,754 shares (about $151.36M)
QXO, Inc.: 6,480,775 shares (about $125.86M)
Dianthus Therapeutics, Inc.: 1,128,463 shares (about $94.70M)

Largest Sales this Quarter

AppLovin Corp. Class A: 499,354 shares (about $198.74M)
Talen Energy Corp: 618,141 shares (about $197.33M)
Spotify Technology: 363,924 shares (about $176.47M)
Vistra: 803,717 shares (about $120.82M)
Meta Platforms: 188,117 shares (about $107.63M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$2,857,006,533	$188,568,956 â–²	7.1%	16,381,918	12.5%	Computer and Technology
MSFT Microsoft	$1,845,672,469	$2,634,500 â–¼	-0.1%	4,986,013	8.1%	Computer and Technology
AMZN Amazon.com	$1,489,780,927	$20,760,770 â–²	1.4%	7,153,123	6.5%	Retail/Wholesale
AAPL Apple	$1,176,802,050	$22,234,794 â–²	1.9%	4,636,913	5.2%	Computer and Technology
GOOG Alphabet	$1,096,706,020	$87,876,986 â–²	8.7%	3,823,140	4.8%	Computer and Technology
META Meta Platforms	$1,018,161,451	$107,627,384 â–¼	-9.6%	1,779,598	4.5%	Computer and Technology
YNDX Yandex	$996,023,990	$172,387,175 â–²	20.9%	9,599,306	4.4%	Computer and Technology
AVGO Broadcom	$912,872,338	$22,647,160 â–²	2.5%	2,949,411	4.0%	Computer and Technology
WDC Western Digital	$719,458,769	$6,628,628 â–¼	-0.9%	2,659,835	3.2%	Computer and Technology
TSLA Tesla	$678,690,220	$64,159,961 â–²	10.4%	1,825,663	3.0%	Auto/Tires/Trucks
AppLovin Corp. Class A	$466,869,920	$198,742,892 â–¼	-29.9%	1,173,040	2.1%	Equity
QXO, Inc.	$435,099,507	$125,856,650 â–²	40.7%	22,404,712	1.9%	Equity
Talen Energy Corp	$378,591,776	$197,329,151 â–¼	-34.3%	1,185,953	1.7%	Equity
NTRA Natera	$351,276,835	$13,206,540 â–¼	-3.6%	1,756,472	1.5%	Medical
GE Vernova Inc.	$297,597,651	$77,835,543 â–¼	-20.7%	340,739	1.3%	Equity
Astera Labs, Inc.	$282,001,348	$69,959,543 â–²	33.0%	2,573,005	1.2%	Equity
SE SEA	$279,127,501	$49,977,905 â–²	21.8%	3,370,698	1.2%	Computer and Technology
GFL GFL Environmental	$251,051,226	$41,490,999 â–²	19.8%	6,017,527	1.1%	Business Services
ARWR Arrowhead Pharmaceuticals	$209,574,311	$94,645,399 â–²	82.4%	3,342,493	0.9%	Medical
HEI.A Heico	$202,934,538	$14,480,774 â–²	7.7%	961,365	0.9%	Aerospace
NFLX Netflix	$195,472,662	$69,138,581 â–¼	-26.1%	2,032,997	0.9%	Consumer Discretionary
ISRG Intuitive Surgical	$178,282,812	$16,488,229 â–²	10.2%	386,739	0.8%	Medical
MELI MercadoLibre	$163,769,316	$13,977,398 â–²	9.3%	94,718	0.7%	Retail/Wholesale
AZNCF AstraZeneca	$151,362,321	$151,362,321 â–²	New Holding	768,754	0.7%	Medical
ROKU Roku	$150,552,058	$16,055,405 â–²	11.9%	1,591,123	0.7%	Consumer Discretionary
RKT Rocket Companies	$145,199,363	$21,218 â–¼	0.0%	10,189,429	0.6%	Finance
BIIB Biogen	$134,416,456	$12,022,781 â–¼	-8.2%	733,194	0.6%	Medical
Figure Technology Solutions, Inc. Class A	$130,328,991	$74,311,729 â–²	132.7%	3,838,851	0.6%	Equity
VRT Vertiv	$118,505,299	$26,509,360 â–¼	-18.3%	472,924	0.5%	Computer and Technology
NET Cloudflare	$111,023,713	$20,538,465 â–²	22.7%	538,062	0.5%	Computer and Technology
CAH Cardinal Health	$110,399,544	$24,886,824 â–²	29.1%	522,453	0.5%	Medical
Shopify, Inc. Class A	$110,399,278	$40,647,397 â–²	58.3%	930,697	0.5%	Equity
LLY Eli Lilly and Company	$109,241,083	$16,712,221 â–²	18.1%	118,770	0.5%	Medical
MDB MongoDB	$107,359,304	$30,106,955 â–¼	-21.9%	438,613	0.5%	Computer and Technology
WELL Welltower	$105,484,809	$93,737,079 â–²	797.9%	533,533	0.5%	Finance
Dianthus Therapeutics, Inc.	$97,508,578	$94,700,615 â–²	3,372.6%	1,161,923	0.4%	Equity
RBC RBC Bearings	$97,291,258	$2,868,217 â–²	3.0%	179,134	0.4%	Industrials
Palantir Technologies Inc. Class A	$95,247,882	$84,531,702 â–²	788.8%	651,134	0.4%	Equity
DD DuPont de Nemours	$92,725,031	$16,725,473 â–¼	-15.3%	2,024,564	0.4%	Basic Materials
BSX Boston Scientific	$91,277,342	$22,460,986 â–²	32.6%	1,454,619	0.4%	Medical
Arista Networks, Inc.	$83,830,869	$83,830,869 â–²	New Holding	682,773	0.4%	Equity
JNJ Johnson & Johnson	$81,787,668	$65,944,289 â–²	416.2%	334,592	0.4%	Medical
HOOD Robinhood Markets	$77,233,048	$11,637,826 â–²	17.7%	1,114,474	0.3%	Finance
NRG NRG Energy	$72,643,710	$68,786,929 â–²	1,783.5%	497,083	0.3%	Utilities
ASND Ascendis Pharma A/S	$69,738,862	$10,799,029 â–¼	-13.4%	304,896	0.3%	Medical
GOOGL Alphabet	$66,567,552	$3,334,546 â–¼	-4.8%	231,491	0.3%	Computer and Technology
TPC Tutor Perini	$62,503,599	$22,856,808 â–¼	-26.8%	809,737	0.3%	Construction
CEG Constellation Energy	$59,200,442	$82,955,123 â–¼	-58.4%	211,998	0.3%	Energy
FTAI Aviation Ltd.	$58,783,605	$33,506,211 â–¼	-36.3%	239,933	0.3%	Equity
GH Guardant Health	$57,478,064	$3,011,539 â–²	5.5%	622,259	0.3%	Medical
HEI Heico	$54,305,036	$827,261 â–²	1.5%	198,049	0.2%	Aerospace
SN SharkNinja	$53,957,956	$50,008,416 â–²	1,266.2%	509,518	0.2%	Retail/Wholesale
RGEN Repligen	$51,225,073	$56,171,039 â–¼	-52.3%	434,774	0.2%	Medical
FSV FirstService	$50,923,455	$10,863,996 â–¼	-17.6%	366,514	0.2%	Finance
EquipmentShare.com, Inc. Class A	$50,237,268	$50,237,268 â–²	New Holding	2,466,238	0.2%	Equity
CAT Caterpillar	$49,613,454	$7,751,969 â–¼	-13.5%	70,030	0.2%	Industrials
VSEC VSE	$48,728,438	$19,188,480 â–¼	-28.3%	264,254	0.2%	Construction
SPOT Spotify Technology	$48,339,708	$176,470,387 â–¼	-78.5%	99,688	0.2%	Computer and Technology
UNH UnitedHealth Group	$48,085,467	$9,989,101 â–²	26.2%	177,706	0.2%	Medical
COGT Cogent Biosciences	$47,716,053	$5,293,106 â–²	12.5%	1,239,700	0.2%	Medical
KLAC KLA	$47,538,229	$1,702,106 â–¼	-3.5%	32,286	0.2%	Computer and Technology
AORT Artivion	$44,250,546	$6,013,041 â–¼	-12.0%	1,208,371	0.2%	Medical
V Visa	$42,365,283	$34,568,398 â–¼	-44.9%	140,171	0.2%	Business Services
CWST Casella Waste Systems	$41,785,125	$6,207,879 â–²	17.4%	526,659	0.2%	Business Services
VEEV Veeva Systems	$39,070,473	$39,070,473 â–²	New Holding	222,421	0.2%	Medical
MRK Merck & Co., Inc.	$38,659,364	$33,330,049 â–²	625.4%	321,001	0.2%	Medical
MGY Magnolia Oil & Gas	$37,738,147	$32,300,972 â–²	594.1%	1,195,380	0.2%	Energy
STRL Sterling Infrastructure	$37,577,989	$6,895,896 â–¼	-15.5%	92,268	0.2%	Construction
MU Micron Technology	$37,464,093	$32,337,122 â–²	630.7%	110,873	0.2%	Computer and Technology
Legence Corp. Class A	$37,338,975	$9,656,015 â–²	34.9%	661,335	0.2%	Equity
JPM JPMorgan Chase & Co.	$35,871,047	$3,491,385 â–¼	-8.9%	121,944	0.2%	Finance
CVNA Carvana	$35,675,842	$17,605,280 â–¼	-33.0%	113,480	0.2%	Retail/Wholesale
AIR AAR	$35,367,730	$31,336,209 â–¼	-47.0%	323,111	0.2%	Aerospace
Walmart Inc.	$34,924,120	$10,250,481 â–²	41.5%	280,511	0.2%	Equity
Karman Holdings Inc.	$34,917,890	$22,611,723 â–²	183.7%	436,201	0.2%	Equity
Loar Holdings Inc.	$33,278,615	$2,700,192 â–¼	-7.5%	580,880	0.1%	Equity
IRTC iRhythm Technologies	$33,050,321	$3,604,567 â–¼	-9.8%	280,040	0.1%	Medical
Forte Biosciences Inc.	$32,995,694	$4,843,455 â–¼	-12.8%	1,273,965	0.1%	Equity
CDNS Cadence Design Systems	$31,325,119	$12,743,952 â–²	68.6%	112,733	0.1%	Computer and Technology
MLM Martin Marietta Materials	$30,772,070	$64,776,582 â–¼	-67.8%	52,273	0.1%	Construction
SPGI S&P Global	$30,755,484	$77,650,919 â–¼	-71.6%	72,308	0.1%	Finance
TKO Group Holdings, Inc. Class A	$29,946,235	$2,671,258 â–¼	-8.2%	148,506	0.1%	Equity
DigitalOcean Holdings, Inc.	$29,573,170	$29,573,170 â–²	New Holding	344,756	0.1%	Equity
LRN Stride	$28,727,990	$28,727,990 â–²	New Holding	325,825	0.1%	Consumer Discretionary
ADPT Adaptive Biotechnologies	$28,636,466	$2,529,935 â–¼	-8.1%	2,063,146	0.1%	Medical
ACAD ACADIA Pharmaceuticals	$28,429,382	$6,295,373 â–¼	-18.1%	1,277,151	0.1%	Medical
FIX Comfort Systems USA	$28,357,551	$9,189,590 â–¼	-24.5%	20,564	0.1%	Construction
Cardinal Infrastructure Group, Inc.	$27,226,529	$17,517,755 â–²	180.4%	686,585	0.1%	Equity
HWM Howmet Aerospace	$26,676,436	$2,552,805 â–²	10.6%	115,753	0.1%	Aerospace
SMTC Semtech	$25,804,899	$40,309,352 â–¼	-61.0%	335,608	0.1%	Computer and Technology
MOD Modine Manufacturing	$25,765,519	$8,547,042 â–¼	-24.9%	118,894	0.1%	Auto/Tires/Trucks
ROIV Roivant Sciences	$25,627,652	$22,528,798 â–²	727.0%	925,186	0.1%	Medical
SPXC SPX Technologies	$25,270,217	$24,470,457 â–²	3,059.7%	126,389	0.1%	Business Services
XMTR Xometry	$24,637,956	$920,779 â–²	3.9%	603,280	0.1%	Industrials
STX Seagate Technology	$24,508,114	$3,999,478 â–²	19.5%	62,559	0.1%	Computer and Technology
PLNT Planet Fitness	$24,460,532	$10,972,761 â–¼	-31.0%	328,859	0.1%	Consumer Discretionary
MS Morgan Stanley	$24,455,760	$4,920,478 â–¼	-16.7%	148,604	0.1%	Finance
STEP StepStone Group	$24,444,289	$18,793,645 â–¼	-43.5%	512,242	0.1%	Finance
MP MP Materials	$24,035,266	$10,179,820 â–²	73.5%	498,037	0.1%	Basic Materials
TWLO Twilio	$23,999,033	$22,866,527 â–¼	-48.8%	190,741	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Fred Alger Management, LLC Top Holdings and 13F Report (2026)

About Fred Alger Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Fred Alger Management, LLC Top Holdings and 13F Report (2026)

About Fred Alger Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFred Alger Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools