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GOOG has hit a 52 week high
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NOC has hit a 52 week high
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TSLA is down 2%
Tesla is down 2% today after the company annnouced they will be delaying the new model 3.
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Microsoft annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.

Alcosta Capital Management, Inc.

13F Holdings
Filed: 2025-05-14
Portfolio Value
149.79M arrow_downward -12.68%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001842509
Filing Date
2025-05-14 09:00:31
Address
3180 Crow Canyon Pl, Suite 150
San Ramon
CA
Prior Value
171.53M
Top 10 Holdings %
lock
Portfolio Value
Alcosta Capital Management, Inc.
(13F - 2025-03-31)
Nvidia Corporation
NVDA
2025-05-14
Value
14.10M
Shares
130.06K
Portfolio %
9.41%
Amazon Com Inc
AMZN
2025-05-14
Value
10.08M
Shares
52.99K
Portfolio %
6.73%
Servicenow Inc
NOW
2025-05-14
Value
9.45M
Shares
11.88K
Portfolio %
6.31%
Apple Inc
AAPL
2025-05-14
Value
8.05M
Shares
36.24K
Portfolio %
5.37%
Meta Platforms Inc
META
2025-05-14
Value
8.03M
Shares
13.92K
Portfolio %
5.36%
Mastercard Incorporated
MA
2025-05-14
Value
7.61M
Shares
13.89K
Portfolio %
5.08%
Microsoft Corp
MSFT
2025-05-14
Value
7.43M
Shares
19.80K
Portfolio %
4.96%
Broadcom Inc
AVGO
2025-05-14
Value
6.16M
Shares
36.79K
Portfolio %
4.11%
Alphabet Inc
GOOG
2025-05-14
Value
6.02M
Shares
38.51K
Portfolio %
4.02%
Fair Isaac Corp
FICO
2025-05-14
Value
6.01M
Shares
3.26K
Portfolio %
4.01%
Top Increases | Alcosta Capital Management, Inc.
(2024-12-31 → 2025-03-31)
Autozone Inc
AZO
2025-05-14
Value Change
arrow_upward 737.40K
Shares
arrow_upward -7.00
Portfolio % Change
arrow_upward 0.83%
Portfolio %
3.17%
Oreilly Automotive Inc
ORLY
2025-05-14
Value Change
arrow_upward 751.62K
Shares
arrow_upward -19.00
Portfolio % Change
arrow_upward 0.82%
Portfolio %
3.00%
Mastercard Incorporated
MA
2025-05-14
Value Change
arrow_upward 257.23K
Shares
arrow_upward -80.00
Portfolio % Change
arrow_upward 0.79%
Portfolio %
5.08%
Doordash Inc
DASH
2025-05-14
Value Change
arrow_upward 416.62K
Shares
arrow_upward -155.00
Portfolio % Change
arrow_upward 0.70%
Portfolio %
3.60%
Visa Inc
V
2025-05-14
Value Change
arrow_upward 456.34K
Shares
arrow_upward -83.00
Portfolio % Change
arrow_upward 0.68%
Portfolio %
3.28%
Meta Platforms Inc
META
2025-05-14
Value Change
arrow_upward -171317.00
Shares
arrow_upward -75.00
Portfolio % Change
arrow_upward 0.58%
Portfolio %
5.36%
Netflix Inc
NFLX
2025-05-14
Value Change
arrow_upward 208.78K
Shares
arrow_upward -33.00
Portfolio % Change
arrow_upward 0.58%
Portfolio %
3.60%
Fortinet Inc
FTNT
2025-05-14
Value Change
arrow_upward 70.37K
Shares
arrow_upward -296.00
Portfolio % Change
arrow_upward 0.49%
Portfolio %
3.55%
Costco Whsl Corp New
COST
2025-05-14
Value Change
arrow_upward 105.65K
Shares
arrow_upward -55.00
Portfolio % Change
arrow_upward 0.48%
Portfolio %
3.34%
Unitedhealth Group Inc
UNH
2025-05-14
Value Change
arrow_upward 127.22K
Shares
arrow_upward -54.00
Portfolio % Change
arrow_upward 0.46%
Portfolio %
3.02%
Top Decreases | Alcosta Capital Management, Inc.
(2024-12-31 → 2025-03-31)
Ishares Tr
IWB
2025-05-14
Value Change
arrow_downward -169987.00
Shares
arrow_downward -439.00
Portfolio % Change
arrow_downward 0.05%
Portfolio %
0.38%
Amazon Com Inc
AMZN
2025-05-14
Value Change
arrow_downward -1610132.00
Shares
arrow_downward -303.00
Portfolio % Change
arrow_downward 0.09%
Portfolio %
6.73%
Hubspot Inc
HUBS
2025-05-14
Value Change
arrow_downward -661217.00
Shares
arrow_downward -19.00
Portfolio % Change
arrow_downward 0.14%
Portfolio %
1.97%
Chipotle Mexican Grill Inc
CMG
2025-05-14
Value Change
arrow_downward -1243352.00
Shares
arrow_downward -1042.00
Portfolio % Change
arrow_downward 0.23%
Portfolio %
3.92%
Alphabet Inc
GOOG
2025-05-14
Value Change
arrow_downward -1359480.00
Shares
arrow_downward -221.00
Portfolio % Change
arrow_downward 0.28%
Portfolio %
4.02%
Arista Networks Inc
ANET
2025-05-14
Value Change
arrow_downward -1961079.00
Shares
arrow_downward -339.00
Portfolio % Change
arrow_downward 0.76%
Portfolio %
3.01%
Nvidia Corporation
NVDA
2025-05-14
Value Change
arrow_downward -3471832.00
Shares
arrow_downward -759.00
Portfolio % Change
arrow_downward 0.83%
Portfolio %
9.41%
Broadcom Inc
AVGO
2025-05-14
Value Change
arrow_downward -2419850.00
Shares
arrow_downward -216.00
Portfolio % Change
arrow_downward 0.89%
Portfolio %
4.11%
Servicenow Inc
NOW
2025-05-14
Value Change
arrow_downward -3204994.00
Shares
arrow_downward -66.00
Portfolio % Change
arrow_downward 1.07%
Portfolio %
6.31%
Tesla Inc
TSLA
2025-05-14
Value Change
arrow_downward -2642834.00
Shares
arrow_downward -97.00
Portfolio % Change
arrow_downward 1.15%
Portfolio %
3.11%
Alcosta Capital Management, Inc. (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date