StockDriftsStockDriftsTop 23 Alcosta Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 15.32% | 115.3K | $20.1M | -4.92%(-5.97K) | $14.70(+1503.37%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 7.69% | 32.6K | $10.1M | -4.91%(-1.68K) | $76.02(+478.52%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 7.46% | 34.1K | $9.8M | -5.06%(-1.82K) | $84.40(+370.56%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 7.44% | 46.9K | $9.8M | -4.91%(-2.42K) | $160.50(+66.49%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.21% | 32.1K | $8.2M | -4.92%(-1.66K) | $123.10(+142.25%) | 2026-03-31 | |
| META | META PLATFORMS INC | 5.37% | 12.3K | $7.1M | -4.95%(-642) | $278.37(+122.16%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.95% | 17.5K | $6.5M | -4.93%(-910) | $222.11(+84.33%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 4.69% | 12.3K | $6.1M | -4.89%(-633) | $350.01(+39.98%) | 2026-03-31 | |
| TSLA | TESLA INC | 4.49% | 15.9K | $5.9M | -5.17%(-865) | $191.32(+131.71%) | 2026-03-31 | |
| HWM | HOWMET AEROSPACE INC | 3.96% | 22.6K | $5.2M | -4.97%(-1.18K) | $200.63(+35.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.91% | +99.60% |
| Top 20 Holdings Unweighted | +24.03% | +90.81% |
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