HoldingsChannel.com
Alta Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
Apple Inc 481,156 -142,465 $107,764
     AAPL481,156-142,465$107,764
Alphabet Inc Cl A 70,890 -20,260 $86,566
     GOOGL70,890-20,260$86,566
Booking Holdings 34,922 -10,127 $68,538
     BKNG34,922-10,127$68,538
Facebook Inc 381,514 -106,211 $67,940
     FB381,514-106,211$67,940
Dollar Tree Stores 482,900 -67,581 $55,127
     DLTR482,900-67,581$55,127
Mastercard Inc 199,954 -63,411 $54,301
     MA199,954-63,411$54,301
Thermo Fisher Scientific 172,025 -42,051 $50,105
     TMO172,025-42,051$50,105
Walt Disney Co 381,432 -91,121 $49,708
     DIS381,432-91,121$49,708
TJX Companies 862,603 -76,494 $48,081
     TJX862,603-76,494$48,081
Home Depot Inc 198,014 -30,289 $45,943
     HD198,014-30,289$45,943
Sherwin Williams Co 80,446 -46,248 $44,235
     SHW80,446-46,248$44,235
Amphenol Corp Cl A 422,557 -115,410 $40,776
     APH422,557-115,410$40,776
Becton Dickinson & Co 157,863 -42,889 $39,933
     BDX157,863-42,889$39,933
Broadridge Fin l Solutns 320,070 -103,602 $39,826
     BR320,070-103,602$39,826
Visa 230,177 -34,640 $39,592
     V230,177-34,640$39,592
Phillips 66 377,044 -122,126 $38,609
     PSX377,044-122,126$38,609
Expedia Group 268,618 -6,766 $36,105
     EXPE268,618-6,766$36,105
Union Pacific 212,979 -58,975 $34,498
     UNP212,979-58,975$34,498
Wells Fargo & Co 652,623 -206,859 $32,918
     WFC652,623-206,859$32,918
S&P Global Inc 130,999 -84,004 $32,092
     SPGI130,999-84,004$32,092
CVS Health Corp 499,361 -153,890 $31,494
     CVS499,361-153,890$31,494
Zebra Technologies 151,122 +151,122 $31,187
     ZBRA151,122+151,122$31,187
Middleby Corp Com 260,703 -67,244 $30,476
     MIDD260,703-67,244$30,476
Ulta Beauty Inc 113,692 +113,692 $28,496
     ULTA113,692+113,692$28,496
United Technologies 198,297 -23,688 $27,071
     UTX198,297-23,688$27,071
Zoetis Inc 211,714 -33,338 $26,377
     ZTS211,714-33,338$26,377
Berkshire Hthwy Cl B      $23,161
     BRK.B93,359-13,533$19,420
     BRK.A12UNCH$3,741
Fortune Brnds Hme&Sec 418,263 -176,419 $22,878
     FBHS418,263-176,419$22,878
Markel Corp 19,137 -10,417 $22,618
     MKL19,137-10,417$22,618
Walgreens Boots Allnc 398,083 -41,215 $22,017
     WBA398,083-41,215$22,017
Constellation Brands 69,475 -34,914 $14,400
     STZ69,475-34,914$14,400
Kar Auction Services 572,849 +288,701 $14,063
     KAR572,849+288,701$14,063
Lowes Companies 127,145 -80,297 $13,980
     LOW127,145-80,297$13,980
Fleetcor Technologies 45,160 -46,961 $12,950
     FLT45,160-46,961$12,950
Check Point Software 114,990 -68,869 $12,591
     CHKP114,990-68,869$12,591
Intuit Inc 44,973 -29,079 $11,960
     INTU44,973-29,079$11,960
IAA Inc 260,717 -23,425 $10,879
     IAA260,717-23,425$10,879
Littelfuse Inc 51,142 -36,922 $9,068
     LFUS51,142-36,922$9,068
Western Alliance Banc 188,000 -135,952 $8,663
     WAL188,000-135,952$8,663
Nvidia Corp 38,134 -24,164 $6,638
     NVDA38,134-24,164$6,638
JP Morgan Chase 38,736 -2,057 $4,558
     JPM38,736-2,057$4,558
Microsoft Corp 31,959 -1,778 $4,443
     MSFT31,959-1,778$4,443
Verizon Commun 40,378 -2,961 $2,437
     VZ40,378-2,961$2,437
Cisco Systems Inc 45,415 +7,979 $2,243
     CSCO45,415+7,979$2,243
Pepsico Inc 16,316 -4,248 $2,237
     PEP16,316-4,248$2,237
United Parcel Service Inc 17,049 -2,377 $2,042
     UPS17,049-2,377$2,042
Mcdonalds 9,277 -3,152 $1,991
     MCD9,277-3,152$1,991
Kroger Co 75,565 +75,565 $1,948
     KR75,565+75,565$1,948
Amazon.com Inc 1,070 +210 $1,857
     AMZN1,070+210$1,857
Chevron Corp New 15,391 +268 $1,825
     CVX15,391+268$1,825

See Full List: All Stocks Held By Alta Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Alta Capital Management LLC

Size ($ in 1000's)
At 09/30/2019: $1,445,691
At 06/30/2019: $1,790,967

Alta Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alta Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Alta Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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