Aljian Capital Management, LLC — 13F holdings

Aljian Capital Management, LLC reported 134 holdings worth $540M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. AAPL APPLE INC — $80.8M (15.0%)
2. GOOGL ALPHABET INC — $70.1M (13.0%)
3. COST COSTCO WHSL CORP NEW — $51.4M (9.5%)
4. AMZN AMAZON COM INC — $50.3M (9.3%)
5. NVDA NVIDIA CORPORATION — $49.7M (9.2%)
6. GOOG ALPHABET INC — $29.4M (5.5%)
7. MSFT MICROSOFT CORP — $13.7M (2.5%)
8. AVGO BROADCOM INC — $9.88M (1.8%)
9. WMT Walmart Inc — $6.89M (1.3%)
10. NFLX Netflix Inc — $6.81M (1.3%)