The Analysis of Alcosta Capital Management, Inc.'s Holdings


Currently, Alcosta Capital Management, Inc. holds 25 types of securities in its portfolio with a total value $185.7M. In the most recent quarter, they have increased their positions in ORCL (+21.0K shares, valued at $5.9M), GE (+18.9K shares, valued at $5.7M), APH (+45.5K shares, valued at $5.6M); decreased their positions in NVDA (-2.0K shares, valued at $380.6K), AMZN (-890 shares, valued at $195.4K), AVGO (-560 shares, valued at $184.7K); initiated new positions in ORCL (+21.0K shares, valued at $5.9M), GE (+18.9K shares, valued at $5.7M), APH (+45.5K shares, valued at $5.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION127.5K shares-1.57%2025-09-302025-11-13history
AVGO BROADCOM INC36.1K shares-1.53%2025-09-302025-11-13history
AMZN AMAZON COM INC51.9K shares-1.69%2025-09-302025-11-13history
NOW SERVICENOW INC11.6K shares-1.54%2025-09-302025-11-13history
MSFT MICROSOFT CORP19.4K shares-1.54%2025-09-302025-11-13history
META META PLATFORMS INC13.7K shares-1.51%2025-09-302025-11-13history
GOOG ALPHABET INC37.8K shares-1.57%2025-09-302025-11-13history
AAPL APPLE INC35.5K shares-1.51%2025-09-302025-11-13history
Sponsored
ANET ARISTA NETWORKS INC57.0K shares-1.61%2025-09-302025-11-13history
DASH DOORDASH INC28.9K shares-1.41%2025-09-302025-11-13history
TSLA TESLA INC17.7K shares-1.46%2025-09-302025-11-13history
MA MASTERCARD INCORPORATED13.6K shares-1.57%2025-09-302025-11-13history
NFLX NETFLIX INC5.7K shares-1.37%2025-09-302025-11-13history
ORCL ORACLE CORP21.0K sharesnew addition2025-09-302025-11-13history
GE GE AEROSPACE18.9K sharesnew addition2025-09-302025-11-13history
APH AMPHENOL CORP NEW45.5K sharesnew addition2025-09-302025-11-13history
Sponsored
UBER UBER TECHNOLOGIES INC54.5K shares-1.38%2025-09-302025-11-13history
AZO AUTOZONE INC1.2K shares-1.77%2025-09-302025-11-13history
ORLY OREILLY AUTOMOTIVE INC46.1K shares-1.64%2025-09-302025-11-13history
COST COSTCO WHSL CORP NEW5.2K shares-1.33%2025-09-302025-11-13history
V VISA INC13.7K shares-1.55%2025-09-302025-11-13history
BSX BOSTON SCIENTIFIC CORP47.7K shares-1.41%2025-09-302025-11-13history
SE SEA LTD18.1K sharesnew addition2025-09-302025-11-13history
IWB ISHARES TR1.8K shares0.00%2025-09-302025-11-13history
Sponsored
IWF ISHARES TR409 shares0.00%2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available