ALTA CAPITAL MANAGEMENT LLC/ — 13F holdings

ALTA CAPITAL MANAGEMENT LLC/ reported 109 holdings worth $1.34B in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. GOOGL ALPHABET INC — $100M (7.5%)
2. NVDA NVIDIA CORPORATION — $99.4M (7.4%)
3. AMZN AMAZON COM INC — $88.5M (6.6%)
4. AVGO BROADCOM INC — $79.9M (5.9%)
5. MSFT MICROSOFT CORP — $73.1M (5.4%)
6. ETN Eaton Corp PLC — $53.5M (4.0%)
7. APH AMPHENOL CORP NEW — $51.0M (3.8%)
8. META META PLATFORMS INC — $50.5M (3.8%)
9. PANW PALO ALTO NETWORKS INC — $40.1M (3.0%)
10. MA MASTERCARD INCORPORATED — $36.7M (2.7%)