Alcosta Capital Management, Inc. - Q12026 Holdings

Alcosta Capital Management, Inc. holds 23 stocks with a total portfolio value of $ 131.21M as of Q12026. In Q12026, Alcosta Capital Management, Inc. added 1 new position, increased stakes in 0 stocks, reduced 20 holdings, and fully exited 3 positions. The largest holding is Nvidia Corporation (NVDA), representing 15.32% of the total portfolio.