Alcosta Capital Management, Inc. - Q42025 Holdings

Alcosta Capital Management, Inc. holds 25 stocks with a total portfolio value of $ 158.9M as of Q42025. In Q42025, Alcosta Capital Management, Inc. added 8 new positions, increased stakes in 1 stock, reduced 15 holdings, and fully exited 8 positions. The largest holding is Nvidia Corporation (NVDA), representing 14.23% of the total portfolio.