Alcosta Capital Management, Inc. — 13F holdings

Alcosta Capital Management, Inc. reported 22 holdings worth $148M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $21.8M (14.8%)
2. AVGO BROADCOM INC — $11.6M (7.9%)
3. GOOG ALPHABET INC — $11.4M (7.7%)
4. AMZN AMAZON COM INC — $10.6M (7.2%)
5. AAPL APPLE INC — $8.79M (5.9%)
6. KLAC KLA CORP — $7.39M (5.0%)
7. APH AMPHENOL CORP NEW — $6.80M (4.6%)
8. META META PLATFORMS INC — $6.56M (4.4%)
9. TSLA TESLA INC — $6.48M (4.4%)
10. MSFT MICROSOFT CORP — $6.19M (4.2%)