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CIK: 0001568991
Total reported value
$248.6M
$248.6M
155 檔
23.3%
According to the latest 13F quarterly dataset, Alpha Family Trust managed an equity portfolio of $248.6M at the end of Q1 2024, spanning 155 distinct U.S. exchange-listed positions.
During Q1 2024, Alpha Family Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMWB | Similarweb Ltd. | Stock-Other | 8.94% | +0.52% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.16% | -0.95% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.69% | -0.47% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.30% | -0.41% | -2.33% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.00% | -0.24% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.84% | +0.22% | — | |
| 7 | U | Unity Software Inc | Stock-Tech | 4.44% | — | — | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.30% | -0.57% | — | |
| 9 | IBB | Ishares Biotechnology ETF | ETF-Tech | 2.86% | — | — | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.66% | — | — | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.13% | +0.04% | — | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.23% | -0.17% | -16.10% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.03% | +1.66% | — | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.40% | — | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 0.92% | -0.59% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.12% | — | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 0.80% | +0.80% | — | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.77% | -0.16% | -6.47% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 0.76% | +0.29% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.07% | — | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.06% | — | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 0.72% | — | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.03% | — | |
| 24 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.71% | -0.34% | EXIT | |
| 25 | INTC | Intel CORP | Stock-Tech | 0.70% | +1.02% | — | |
| 26 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.68% | — | — | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.67% | -0.12% | — | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 0.67% | -0.58% | EXIT | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.08% | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.08% | +180.00% | |
| 31 | PXDEUR | Pioneer Natural Resources Co | Stock-Other | 0.60% | — | — | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.10% | — | |
| 33 | APP | Applovin Corp-class A | Stock-Tech | 0.55% | +0.06% | -50.00% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.04% | — | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.53% | -0.06% | — | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.51% | -0.14% | — | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | -0.02% | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | +0.03% | — | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | +0.06% | -8.76% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.45% | +2.69% | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.04% | — | |
| 42 | SNPS | Synopsys Inc | Stock-Tech | 0.43% | -0.02% | — | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.43% | -0.23% | — | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.43% | -0.06% | +9.32% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.06% | +12.47% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.39% | -0.03% | — | |
| 47 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.39% | -0.02% | — | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.39% | +0.47% | — | |
| 49 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.38% | -0.05% | — | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.37% | +0.01% | — |
According to official SEC Form 13F filings, Alpha Family Trust reported a total U.S. public equity portfolio value of $248.6M across 155 disclosed positions in Q1 2024.
During Q1 2024, Alpha Family Trust's top holdings by market value included SMWB (8.9%)、MSFT (8.2%)、NVDA (6.7%). The largest single position, SMWB, represented 8.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SMWB, MSFT, NVDA) accounted for 23.3% of total reported equity market value during Q1 2024.
In Q1 2024, Alpha Family Trust made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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