64 is the total number of securities Alcosta Capital Management, Inc. has owned. The longest Alcosta Capital Management, Inc. has owned a single stock is 12 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AMZN | AMAZON COM INC | 12 | 12 | 5.28% | 6.76% | 8.10% | Q4 2020 | Q3 2023 | 12 |
| NOW | SERVICENOW INC | 12 | 12 | 4.68% | 5.31% | 6.24% | Q4 2020 | Q3 2023 | 12 |
| UNH | UNITEDHEALTH GROUP INC | 12 | 12 | 3.39% | 4.95% | 7.68% | Q4 2020 | Q3 2023 | 12 |
| MSFT | MICROSOFT CORP | 12 | 12 | 3.62% | 4.80% | 5.66% | Q4 2020 | Q3 2023 | 12 |
| AAPL | APPLE INC | 12 | 12 | 3.53% | 4.77% | 5.78% | Q4 2020 | Q3 2023 | 12 |
| TSLA | TESLA INC | 12 | 12 | 2.38% | 4.43% | 5.47% | Q4 2020 | Q3 2023 | 12 |
| MA | MASTERCARD INCORPORATED | 12 | 12 | 3.60% | 4.39% | 5.56% | Q4 2020 | Q3 2023 | 12 |
| KLAC | KLA CORP | 12 | 12 | 2.46% | 3.72% | 4.88% | Q4 2020 | Q3 2023 | 12 |
| GOOG | ALPHABET INC | 12 | 12 | 2.63% | 3.69% | 4.40% | Q4 2020 | Q3 2023 | 12 |
| LULU | LULULEMON ATHLETICA INC | 12 | 12 | 2.80% | 3.43% | 4.15% | Q4 2020 | Q3 2023 | 12 |
| CMG | CHIPOTLE MEXICAN GRILL... | 12 | 12 | 2.48% | 3.18% | 4.10% | Q4 2020 | Q3 2023 | 12 |
| IWB | ISHARES TR | 12 | 12 | 0.69% | 0.83% | 1.18% | Q4 2020 | Q3 2023 | 12 |
| IWF | ISHARES TR | 12 | 12 | 0.04% | 0.43% | 2.72% | Q4 2020 | Q3 2023 | 12 |
| NVDA | NVIDIA CORPORATION | 7 | 3 | 3.30% | 4.20% | 5.03% | Q4 2020 | Q3 2023 | 10 |
| MSCI | MSCI INC | 10 | 10 | 2.24% | 2.96% | 3.86% | Q4 2020 | Q1 2023 | 10 |
| FB | META PLATFORMS INC | 6 | 2 | 2.53% | 4.27% | 5.05% | Q4 2020 | Q3 2023 | 8 |
| LRCX | LAM RESEARCH CORP | 8 | 8 | 2.64% | 3.07% | 3.53% | Q4 2020 | Q3 2022 | 8 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 7 | 7 | 4.76% | 5.07% | 5.29% | Q4 2020 | Q2 2022 | 7 |
| ANET | ARISTA NETWORKS INC | 6 | 1 | 2.26% | 2.95% | 4.19% | Q4 2021 | Q3 2023 | 7 |
| GNRC | GENERAC HLDGS INC | 6 | 6 | 2.52% | 3.39% | 3.91% | Q4 2020 | Q1 2022 | 6 |
| AZO | AUTOZONE INC | 6 | 6 | 2.53% | 2.81% | 3.19% | Q2 2022 | Q3 2023 | 6 |
| EPAM | EPAM SYS INC | 5 | 5 | 3.36% | 4.19% | 5.30% | Q4 2020 | Q4 2021 | 5 |
| TTD | THE TRADE DESK INC | 5 | 5 | 2.66% | 3.06% | 3.57% | Q4 2020 | Q4 2021 | 5 |
| ANTM | ELEVANCE HEALTH INC | 5 | 5 | 2.53% | 3.06% | 3.49% | Q1 2022 | Q1 2023 | 5 |
| PANW | PALO ALTO NETWORKS INC | 3 | 2 | 2.59% | 2.74% | 2.92% | Q1 2022 | Q3 2023 | 5 |
| FTNT | FORTINET INC | 3 | 2 | 2.12% | 2.48% | 2.95% | Q4 2021 | Q2 2023 | 5 |
| NFLX | NETFLIX INC | 5 | 5 | 2.11% | 2.45% | 2.65% | Q4 2020 | Q4 2021 | 5 |
| PYPL | PAYPAL HLDGS INC | 4 | 4 | 5.75% | 6.10% | 6.45% | Q4 2020 | Q3 2021 | 4 |
| INTU | INTUIT | 4 | 4 | 3.00% | 3.19% | 3.42% | Q4 2021 | Q3 2022 | 4 |
| SQ | SQUARE INC | 4 | 4 | 3.06% | 3.19% | 3.31% | Q4 2020 | Q3 2021 | 4 |
| LLY | LILLY ELI & CO | 4 | 4 | 2.66% | 3.10% | 3.63% | Q4 2022 | Q3 2023 | 4 |
| LOW | LOWES COS INC | 4 | 4 | 2.78% | 3.10% | 3.42% | Q4 2021 | Q3 2022 | 4 |
| DOCU | DOCUSIGN INC | 4 | 4 | 2.72% | 3.04% | 3.31% | Q4 2020 | Q3 2021 | 4 |
| ODFL | OLD DOMINION FREIGHT L... | 4 | 4 | 2.41% | 2.57% | 2.73% | Q4 2021 | Q3 2022 | 4 |
| ORLY | OREILLY AUTOMOTIVE INC | 4 | 4 | 2.40% | 2.55% | 2.77% | Q4 2022 | Q3 2023 | 4 |
| DECK | DECKERS OUTDOOR CORP | 4 | 4 | 2.32% | 2.38% | 2.42% | Q4 2022 | Q3 2023 | 4 |
| FIVN | FIVE9 INC | 4 | 4 | 2.03% | 2.31% | 2.61% | Q4 2020 | Q3 2021 | 4 |
| ON | ON SEMICONDUCTOR CORP | 4 | 4 | 1.92% | 2.21% | 2.34% | Q4 2022 | Q3 2023 | 4 |
| FICO | FAIR ISAAC CORP | 4 | 4 | 2.04% | 2.19% | 2.38% | Q4 2022 | Q3 2023 | 4 |
| VEEV | VEEVA SYS INC | 4 | 4 | 1.92% | 2.03% | 2.14% | Q4 2020 | Q3 2021 | 4 |
| ULTA | ULTA BEAUTY INC | 3 | 3 | 2.58% | 2.95% | 3.25% | Q3 2022 | Q1 2023 | 3 |
| COST | COSTCO WHSL CORP NEW | 3 | 3 | 2.59% | 2.75% | 2.85% | Q1 2022 | Q3 2022 | 3 |
| CDNS | CADENCE DESIGN SYSTEM INC | 3 | 3 | 2.64% | 2.72% | 2.80% | Q1 2023 | Q3 2023 | 3 |
| SHOP | SHOPIFY INC | 3 | 3 | 2.56% | 2.64% | 2.76% | Q2 2021 | Q4 2021 | 3 |
| SCHW | SCHWAB CHARLES CORP | 3 | 3 | 2.40% | 2.52% | 2.74% | Q1 2022 | Q3 2022 | 3 |
| ISRG | INTUITIVE SURGICAL INC | 2 | 1 | 2.23% | 2.48% | 2.69% | Q4 2022 | Q3 2023 | 3 |
| TDG | TRANSDIGM GROUP INC | 3 | 3 | 2.45% | 2.47% | 2.52% | Q1 2023 | Q3 2023 | 3 |
| APPS | DIGITAL TURBINE INC | 3 | 3 | 1.94% | 2.27% | 2.67% | Q4 2020 | Q2 2021 | 3 |
| SYK | STRYKER CORPORATION | 3 | 3 | 1.75% | 1.91% | 2.10% | Q1 2023 | Q3 2023 | 3 |
| SNPS | SYNOPSYS INC | 2 | 2 | 3.04% | 3.17% | 3.30% | Q2 2023 | Q3 2023 | 2 |
| V | VISA INC | 2 | 2 | 2.72% | 2.72% | 2.72% | Q2 2023 | Q3 2023 | 2 |
| IT | GARTNER INC | 2 | 2 | 2.48% | 2.62% | 2.76% | Q4 2022 | Q1 2023 | 2 |
| AVGO | BROADCOM INC | 2 | 2 | 2.58% | 2.59% | 2.61% | Q2 2023 | Q3 2023 | 2 |
| SWAV | SHOCKWAVE MED INC | 2 | 2 | 2.17% | 2.55% | 2.93% | Q3 2022 | Q4 2022 | 2 |
| TJX | TJX COS INC NEW | 2 | 2 | 2.38% | 2.49% | 2.61% | Q4 2022 | Q1 2023 | 2 |
| LPLA | LPL FINL HLDGS INC | 2 | 2 | 2.37% | 2.38% | 2.40% | Q3 2022 | Q4 2022 | 2 |
| HUBS | HUBSPOT INC | 2 | 2 | 2.15% | 2.20% | 2.25% | Q2 2023 | Q3 2023 | 2 |
| ETSY | ETSY INC | 2 | 2 | 1.88% | 1.97% | 2.06% | Q4 2020 | Q1 2021 | 2 |
| RJF | RAYMOND JAMES FINL INC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q4 2022 | Q4 2022 | 1 |
| AMP | AMERIPRISE FINL INC | 1 | 1 | 2.65% | 2.65% | 2.65% | Q4 2022 | Q4 2022 | 1 |
| PCTY | PAYLOCITY HLDG CORP | 1 | 1 | 2.22% | 2.22% | 2.22% | Q3 2022 | Q3 2022 | 1 |
| ON HLDG AG | 1 | 1 | 1.73% | 1.73% | 1.73% | Q2 2023 | Q2 2023 | 1 | |
| MPWR | MONOLITHIC PWR SYS INC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q3 2022 | Q3 2022 | 1 |
| MRNA | MODERNA INC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2021 | Q3 2021 | 1 |
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The securities at the top of the list , including AMAZON COM INC, SERVICENOW INC, and UNITEDHEALTH GROUP INC, are the highest-conviction holdings of Alcosta Capital Management, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Alcosta Capital Management, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Alcosta Capital Management, Inc. owns currently or has owned in the past.