HoldingsChannel.com
| Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMAZON COM INC |
3,422 | -79 | $11,156 |
| AMZN | 3,422 | -79 | $11,156 |
| SERVICENOW INC |
13,825 | -281 | $7,699 |
| NOW | 13,825 | -281 | $7,699 |
| UNITEDHEALTH GROUP INC |
15,064 | -314 | $7,682 |
| UNH | 15,064 | -314 | $7,682 |
| TESLA INC |
6,780 | -132 | $7,306 |
| TSLA | 6,780 | -132 | $7,306 |
| APPLE INC |
41,628 | -830 | $7,269 |
| AAPL | 41,628 | -830 | $7,269 |
| MICROSOFT CORP |
23,200 | -468 | $7,153 |
| MSFT | 23,200 | -468 | $7,153 |
| ADOBE SYSTEMS INCORPORATED |
14,546 | -335 | $6,627 |
| ADBE | 14,546 | -335 | $6,627 |
| NVIDIA CORPORATION |
22,904 | -443 | $6,250 |
| NVDA | 22,904 | -443 | $6,250 |
| MASTERCARD INCORPORATED |
16,697 | -339 | $5,967 |
| MA | 16,697 | -339 | $5,967 |
| ALPHABET INC |
2,123 | -41 | $5,930 |
| GOOG | 2,123 | -41 | $5,930 |
| META PLATFORMS INC |
23,435 | -525 | $5,211 |
| FB | 23,435 | -525 | $5,211 |
| KLA CORP |
13,593 | -273 | $4,976 |
| KLAC | 13,593 | -273 | $4,976 |
| LULULEMON ATHLETICA INC |
12,943 | -259 | $4,727 |
| LULU | 12,943 | -259 | $4,727 |
| GENERAC HLDGS INC |
15,257 | -293 | $4,535 |
| GNRC | 15,257 | -293 | $4,535 |
| LAM RESEARCH CORP |
7,993 | -162 | $4,297 |
| LRCX | 7,993 | -162 | $4,297 |
| INTUIT |
8,671 | -169 | $4,169 |
| INTU | 8,671 | -169 | $4,169 |
| CHIPOTLE MEXICAN GRILL INC |
2,577 | -54 | $4,077 |
| CMG | 2,577 | -54 | $4,077 |
| MSCI INC |
7,848 | -159 | $3,947 |
| MSCI | 7,848 | -159 | $3,947 |
| ARISTA NETWORKS INC |
28,353 | -549 | $3,940 |
| ANET | 28,353 | -549 | $3,940 |
| LOWES COS INC |
19,084 | -368 | $3,859 |
| LOW | 19,084 | -368 | $3,859 |
| FORTINET INC |
10,988 | -214 | $3,755 |
| FTNT | 10,988 | -214 | $3,755 |
| COSTCO WHSL CORP NEW |
6,263 | +6,263 | $3,607 |
| COST | 6,263 | +6,263 | $3,607 |
| PALO ALTO NETWORKS INC |
5,788 | +5,788 | $3,603 |
| PANW | 5,788 | +5,788 | $3,603 |
| ANTHEM INC |
7,174 | +7,174 | $3,524 |
| ANTM | 7,174 | +7,174 | $3,524 |
| SCHWAB CHARLES CORP |
39,977 | +39,977 | $3,370 |
| SCHW | 39,977 | +39,977 | $3,370 |
| OLD DOMINION FREIGHT LINE IN |
11,216 | -219 | $3,350 |
| ODFL | 11,216 | -219 | $3,350 |
| ISHARES TR (IWB) |
4,075 | -464 | $1,019 |
| IWB | 4,075 | -464 | $1,019 |
See Full List: All Stocks Held By Alcosta Capital Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Alcosta Capital Management Inc.
|
Size ($ in 1000's)
At 03/31/2022: $139,064 At 12/31/2021: $166,355 Alcosta Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alcosta Capital Management Inc. 13F filings. Link to 13F filings: SEC filings |
