ALTA CAPITAL MANAGEMENT LLC/
100 holdingsFiling period: 2026-03-31Current AUM: $1.45Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp | 590.1K | $102.9M | $118.5M | 8.19% | -15,829 | 2026-03-31 |
| 2 | GOOGL | Alphabet Inc Cl A | 302.4K | $86.9M | $107.7M | 7.44% | -98,348 | 2026-03-31 |
| 3 | AMZN | Amazon.com Inc | 397.8K | $82.8M | $108.0M | 7.47% | -29,109 | 2026-03-31 |
| 4 | MSFT | Microsoft Corp | 199.1K | $73.7M | $92.5M | 6.39% | +13.7K | 2026-03-31 |
| 5 | AVGO | Broadcom Inc | 211.6K | $65.5M | $82.4M | 5.69% | +21.1K | 2026-03-31 |
| 6 | META | Meta Platforms Inc | 87.2K | $49.9M | $48.5M | 3.35% | +5.6K | 2026-03-31 |
| 7 | APH | Amphenol Corp | 394.3K | $49.8M | $63.4M | 4.38% | -74,779 | 2026-03-31 |
| 8 | AAPL | Apple Inc | 174.4K | $44.3M | $53.9M | 3.73% | -65,390 | 2026-03-31 |
| 9 | TJX | TJX Companies | 261.1K | $41.7M | $41.1M | 2.84% | -98,110 | 2026-03-31 |
| 10 | MA | Mastercard Inc | 77.1K | $38.5M | $44.2M | 3.05% | -6,320 | 2026-03-31 |
| 11 | — | Eaton Corp | 104.9K | $37.5M | $37.5M | 2.59% | +23.5K | 2026-03-31 |
| 12 | TMO | Thermo Fisher Sci | 65.9K | $32.4M | $37.9M | 2.62% | -4,852 | 2026-03-31 |
| 13 | MELI | Mercadolibre Inc | 18.6K | $32.1M | $34.9M | 2.41% | +2.4K | 2026-03-31 |
| 14 | AZO | Autozone Inc | 9.4K | $31.6M | $28.3M | 1.95% | -777 | 2026-03-31 |
| 15 | — | ASML Holdings | 22.9K | $30.2M | $30.2M | 2.09% | -16,662 | 2026-03-31 |
| 16 | BKNG | Booking Holdings | 7.0K | $29.7M | $34.0M | 2.35% | -449 | 2026-03-31 |
| 17 | BRK-B | Berkshire Hthwy Cl B | 59.9K | $28.7M | $28.7M | 1.98% | -5,095 | 2026-03-31 |
| 18 | SPGI | S&P Global Inc | 64.2K | $27.3M | $26.4M | 1.83% | -6,296 | 2026-03-31 |
| 19 | WM | Waste Management | 114.4K | $26.3M | $25.9M | 1.79% | -7,718 | 2026-03-31 |
| 20 | INTU | Intuit Inc | 57.9K | $25.0M | $18.3M | 1.27% | +11.3K | 2026-03-31 |
| 21 | SHW | Sherwin Williams Co | 66.7K | $21.4M | $22.7M | 1.57% | -6,027 | 2026-03-31 |
| 22 | V | Visa Inc | 68.2K | $20.6M | $25.0M | 1.73% | -2,795 | 2026-03-31 |
| 23 | BJ | Bj's Wholesale Club | 175.1K | $17.2M | $17.1M | 1.18% | +35.5K | 2026-03-31 |
| 24 | VST | Vistra Corp | 96.3K | $14.5M | $14.3M | 0.99% | +24.8K | 2026-03-31 |
| 25 | CME | CME Group Inc | 46.0K | $13.6M | $12.3M | 0.85% | -1,637 | 2026-03-31 |
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