Alcosta Capital Management, Inc.

Q2 2024 13F Holdings

  • Location
    san ramon, CA
  • Num holdings

    28

  • Value ($000)

    $162,322

  • Date Filed
    08/13/2024
  • Form type
    13F-HR
  • CIK
    0001842509
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$16.00 M
10 %

129,500

AMZN
AMZN

AMAZON COM INC

COM
023135106
$10.19 M
6 %

52,746

KLAC
KLAC

KLA CORP

COM NEW
482480100
$9.56 M
6 %

11,597

NOW
NOW

SERVICENOW INC

COM
81762P102
$9.30 M
6 %

11,825

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$8.81 M
5 %

19,703

AAPL
AAPL

APPLE INC

COM
037833100
$7.60 M
5 %

36,101

CMG
CMG

CHIPOTLE MEXICAN GRILL INC

COM
169656105
$7.34 M
5 %

117,100

LLY
LLY

ELI LILLY & CO

COM
532457108
$7.22 M
5 %

7,980

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$7.04 M
4 %

38,356

META
META

META PLATFORMS INC

CL A
30303M102
$6.99 M
4 %

13,860

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