13F Filings History of Alcosta Capital Management, Inc.

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$158,902,557
Signature - Title
Erick E. Ormsby - President
Location
San Ramon, CA
Summary
This page shows a list of all the recent 13F filings made by Alcosta Capital Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alcosta Capital Management, Inc. reported 25 stock holdings with total value $158,902,557 as of Q4 2025. Top holdings included NVDA, AVGO, AMZN, GOOG, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 25 $158,902,557 +$33,106,008 -$53,046,653 -$19,940,645 NVDA, AVGO, AMZN, GOOG, AAPL 13F-HR 13 Feb 2026, 09:00
Q3 2025 25 $185,721,064 +$20,461,287 -$28,762,105 -$8,300,818 NVDA, AVGO, AMZN, NOW, MSFT 13F-HR 13 Nov 2025, 09:05
Q2 2025 26 $179,226,497 +$14,295,910 -$8,963,196 +$5,332,714 NVDA, NOW, AMZN, META, AVGO 13F-HR 13 Aug 2025, 09:00
Q1 2025 26 $149,788,805 $0 -$1,029,841 -$1,029,841 NVDA, AMZN, NOW, AAPL, META 13F-HR 14 May 2025, 09:00
Q4 2024 26 $171,534,260 +$32,237,698 -$43,134,668 -$10,896,970 NVDA, NOW, AMZN, AAPL, AVGO 13F-HR 13 Feb 2025, 09:00
Q3 2024 27 $167,329,411 +$11,259,802 -$295,166 +$10,964,636 NVDA, NOW, AMZN, KLAC, MSFT 13F-HR 13 Nov 2024, 09:00
Q2 2024 28 $162,322,316 +$21,578,157 -$779,033 +$20,799,124 NVDA, AMZN, KLAC, NOW, MSFT 13F-HR 13 Aug 2024, 09:00
Q1 2024 28 $149,043,969 +$4,352,086 -$14,664,396 -$10,312,310 NVDA, AMZN, NOW, MSFT, KLAC 13F-HR 13 May 2024, 09:00
Q4 2023 30 $138,081,364 +$7,088,327 -$8,312,264 -$1,223,937 NOW, AMZN, MSFT, AAPL, KLAC 13F-HR 13 Feb 2024, 09:00
Q3 2023 31 $120,011,662 +$4,058,998 -$4,746,620 -$687,622 AMZN, NOW, MSFT, AAPL, NVDA 13F-HR 13 Nov 2023, 09:00
Q2 2023 32 $123,361,783 +$25,082,829 -$21,169,643 +$3,913,186 AAPL, AMZN, MSFT, NOW, KLAC 13F-HR 11 Aug 2023, 09:00
Q1 2023 30 $104,461,954 +$13,626,286 -$19,470,914 -$5,844,628 AAPL, MSFT, NOW, AMZN, UNH 13F-HR 12 May 2023, 09:00
Q4 2022 30 $99,263,169 +$25,372,330 -$26,773,654 -$1,401,324 UNH, MA, AMZN, MSFT, AAPL 13F-HR 13 Feb 2023, 09:00
Q3 2022 29 $102,037,000 +$21,371,741 -$14,053,050 +$7,318,691 AMZN, UNH, AAPL, TSLA, MSFT 13F-HR 10 Nov 2022, 09:00
Q2 2022 27 $105,110,000 +$12,276,851 -$9,957,023 +$2,319,828 UNH, AMZN, NOW, MSFT, AAPL 13F-HR 15 Aug 2022, 07:06
Q1 2022 28 $139,064,000 +$14,104,000 -$25,672,181 -$11,568,181 AMZN, NOW, UNH, TSLA, AAPL 13F-HR 16 May 2022, 07:44
Q4 2021 28 $166,355,000 +$23,967,790 -$37,682,354 -$13,714,564 AMZN, NOW, EPAM, ADBE, META 13F-HR 14 Feb 2022, 08:34
Q3 2021 29 $163,934,000 +$10,220,727 -$3,806,492 +$6,414,235 AMZN, PYPL, NOW, ADBE, TSLA 13F-HR 15 Nov 2021, 09:29
Q2 2021 29 $162,476,000 +$15,834,765 -$7,392,059 +$8,442,706 AMZN, PYPL, ADBE, META, NVDA 13F-HR 16 Aug 2021, 08:37
Q1 2021 29 $137,615,000 +$1,540,896 -$1,915,703 -$374,807 AMZN, PYPL, TSLA, META, ADBE 13F-HR 17 May 2021, 08:22
Q4 2020 29 $135,192,000 $0 $0 $0 AMZN, PYPL, TSLA, NOW, ADBE 13F-HR 16 Feb 2021, 09:57