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CIK: 0001093589
Total reported value
$1.3B
$1.3B
88 檔
29.4%
The Q1 2025 SEC filing reveals that Alta Capital Management Llc/ held a total portfolio value of $1.3B, covering 88 public equity positions.
In Q1 2025, Alta Capital Management Llc/ displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.73% | +0.75% | -13.78% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.59% | +0.17% | -3.32% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.16% | -1.24% | -23.45% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.78% | -0.58% | +19.32% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | -0.27% | +1.14% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.90% | +0.02% | +0.21% | |
| 7 | FISV | Fiserv Inc | Stock-Other | 3.72% | — | -12.93% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.66% | -0.25% | -10.19% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.34% | -1.12% | -4.41% | |
| 10 | APH | Amphenol Corp-cl A | Stock-Tech | 3.01% | -0.07% | -1.92% | |
| 11 | ADBE | Adobe Inc | Stock-Tech | 2.99% | — | -3.15% | |
| 12 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.90% | -0.12% | -6.06% | |
| 13 | INTU | Intuit Inc | Stock-Tech | 2.85% | -0.90% | -1.52% | |
| 14 | SPGI | S&p Global Inc | Stock-Financials | 2.78% | -0.65% | -9.64% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.75% | -0.18% | -2.33% | |
| 16 | AZO | Autozone Inc | Stock-Consumer Disc | 2.63% | -0.38% | -4.44% | |
| 17 | ADSK | Autodesk Inc | Stock-Tech | 2.53% | -0.11% | -7.17% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 2.32% | +0.88% | +210.58% | |
| 19 | CPRT | Copart Inc | Stock-Industrials | 2.26% | — | -2.86% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.20% | -0.14% | +19.01% | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 2.11% | -0.27% | +7.15% | |
| 22 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.00% | -0.07% | -1.29% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.98% | +0.05% | -23.84% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.97% | +0.01% | -5.32% | |
| 25 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.86% | -0.25% | +97.85% | |
| 26 | ZTS | Zoetis Inc | Stock-Healthcare | 1.74% | -0.10% | -4.30% | |
| 27 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.53% | — | +10.18% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.30% | — | +41.31% | |
| 29 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.18% | -0.79% | -4.38% | |
| 30 | VRSN | Verisign Inc | Stock-Tech | 1.12% | -0.46% | -24.39% | |
| 31 | CTAS | Cintas CORP | Stock-Industrials | 0.97% | -0.26% | +0.41% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.97% | -0.75% | EXIT | |
| 33 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.90% | -0.42% | EXIT | |
| 34 | BR | Broadridge Financial Solutio | Stock-Tech | 0.81% | — | -38.99% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.10% | +419.46% | |
| 36 | NSSC | Napco Security Technologies | Stock-Other | 0.61% | -0.06% | +2.10% | |
| 37 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.60% | -0.02% | -69.99% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.59% | -0.59% | +1486.73% | |
| 39 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.57% | — | -0.17% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.12% | +3.47% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.03% | -0.42% | |
| 42 | VST | Vistra CORP | Stock-Utilities | 0.38% | -0.08% | — | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.36% | -0.13% | +4.72% | |
| 44 | FSS | Federal Signal CORP | Stock-Industrials | 0.32% | +0.05% | +1.21% | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.32% | -0.21% | EXIT | |
| 46 | MKL | Markel Group Inc | Stock-Financials | 0.31% | -0.01% | -5.43% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.31% | +0.03% | +5.92% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.31% | — | +5.33% | |
| 49 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.28% | -0.02% | +4.86% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.28% | — | +6.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 7 | FISV | Fiserv Inc | — | NEW | New buy |
| 8 | MA | Mastercard Inc - A | — | NEW | New buy |
| 9 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 10 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 11 | ADBE | Adobe Inc | — | NEW | New buy |
| 12 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 13 | INTU | Intuit Inc | — | NEW | New buy |
| 14 | SPGI | S&p Global Inc | — | NEW | New buy |
| 15 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 16 | AZO | Autozone Inc | — | NEW | New buy |
| 17 | ADSK | Autodesk Inc | — | NEW | New buy |
| 18 | AVGO | Broadcom Inc | — | NEW | New buy |
| 19 | CPRT | Copart Inc | — | NEW | New buy |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 21 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 22 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 23 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 24 | HD | Home Depot Inc | — | NEW | New buy |
| 25 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 26 | ZTS | Zoetis Inc | — | NEW | New buy |
| 27 | BAH | Booz Allen Hamilton Holdings | — | NEW | New buy |
| 28 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 29 | KNSL | Kinsale Capital Group Inc | — | NEW | New buy |
| 30 | VRSN | Verisign Inc | — | NEW | New buy |
| 31 | CTAS | Cintas CORP | — | NEW | New buy |
| 32 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 33 | GDDY | Godaddy Inc - Class A | — | NEW | New buy |
| 34 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 35 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 36 | NSSC | Napco Security Technologies | — | NEW | New buy |
| 37 | QSR | Restaurant Brands Intern | — | NEW | New buy |
| 38 | WM | Waste Management Inc | — | NEW | New buy |
| 39 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 40 | CVX | Chevron CORP | — | NEW | New buy |
| 41 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 42 | VST | Vistra CORP | — | NEW | New buy |
| 43 | T | At&t Inc | — | NEW | New buy |
| 44 | FSS | Federal Signal CORP | — | NEW | New buy |
| 45 | AMT | American Tower CORP | — | NEW | New buy |
| 46 | MKL | Markel Group Inc | — | NEW | New buy |
| 47 | UNP | Union Pacific CORP | — | NEW | New buy |
| 48 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 49 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 50 | MCD | Mcdonald's CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Alta Capital Management Llc/ reported a total U.S. public equity portfolio value of $1.3B across 88 disclosed positions in Q1 2025.
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 GOOGL, AMZN, AAPL) accounted for 29.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
GOOGL
市值: $88.3M
During Q1 2025, Alta Capital Management Llc/'s top holdings by market value included GOOGL (5.7%)、AMZN (5.6%)、AAPL (5.2%). The largest single position, GOOGL, represented 5.7% of total portfolio value.
In Q1 2025, Alta Capital Management Llc/ made 50 total portfolio adjustments, initiating 50 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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