ALTA CAPITAL MANAGEMENT LLC/ — 13F Holdings & Portfolio

CIK 1093589 · latest 13F-HR filed 2026-02-06

ALTA CAPITAL MANAGEMENT LLC/ manages $1.50B in 13F-reported U.S. long-equity assets across 96 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are GOOGL (8.35%), NVDA (7.53%), AMZN (6.56%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 8 new positions, exited 9, added to 17, and trimmed 58.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.50B

Long-equity book

Holdings

96

Distinct positions

Period

2025-12-31

Filed 2026-02-06

Q/Q Activity

+8 / −9 / ↑17 / ↓58

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CME Group Inc$8.9M +217.2%
  • Dominos Pizza Inc$4.5M +118.1%
  • Kroger Co$2.0M +179.6%
  • Vistra Corp$1.7M +17.6%
  • Texas Instruments$654.7K +16.2%
Show all 17

Top Trims

  • Fiserv Inc-$41.9M -99.3%
  • Microsoft Corp-$22.7M -20.2%
  • Zoetis Inc-$22.5M -94.6%
  • Apple Inc-$19.5M -23.1%
  • Nvidia Corp-$16.6M -12.8%
Show all 58

New Positions

  • Bj's Wholesale Club$12.6M
  • McKesson Corp$10.5M
  • Badger Meter Inc$8.3M
  • SPDR S&P 500$6.9M
  • Quanta Services Inc$1.7M
Show all 8

Exited Positions

  • Booz Allen Hamilton$23.7M
  • Idexx Laboratories$6.5M
  • Novo-Nordisk$1.3M
  • Ecolab Inc$410.8K
  • Dollar Tree Stores$375.6K
Show all 9
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Alphabet Inc Cl A GOOGL 02079K305 $125.4M 8.35% 400,710 SH
2 Nvidia Corp NVDA 67066G104 $113.0M 7.53% 605,949 SH
3 Amazon.com Inc AMZN 023135106 $98.5M 6.56% 426,868 SH
4 Microsoft Corp MSFT 594918104 $89.7M 5.97% 185,378 SH
5 Broadcom Inc AVGO 11135F101 $65.9M 4.39% 190,523 SH
6 Apple Inc AAPL 037833100 $65.2M 4.34% 239,833 SH
7 Amphenol Corp APH 032095101 $63.4M 4.22% 469,034 SH
8 TJX Companies TJX 872540109 $55.2M 3.67% 359,169 SH
9 Meta Platforms Inc META 30303M102 $53.8M 3.58% 81,533 SH
10 Mastercard Inc MA 57636Q104 $47.6M 3.17% 83,432 SH
11 ASML Holdings ASML N07059210 $42.3M 2.82% 39,555 SH
12 Thermo Fisher Sci TMO 883556102 $41.0M 2.73% 70,766 SH
13 Booking Holdings BKNG 09857L108 $40.1M 2.67% 7,496 SH
14 S&P Global Inc SPGI 78409V104 $36.8M 2.45% 70,457 SH
15 Autozone Inc AZO 053332102 $34.4M 2.29% 10,146 SH
16 Berkshire Hthwy Cl B BRK.B 084670702 $32.7M 2.18% 64,984 SH
17 Mercadolibre Inc MELI 58733R102 $32.6M 2.17% 16,162 SH
18 Intuit Inc INTU 461202103 $30.9M 2.06% 46,681 SH
19 Waste Management WM 94106L109 $26.8M 1.79% 122,106 SH
20 Eaton Corp ETN G29183103 $25.9M 1.73% 81,423 SH
21 Visa Inc V 92826C839 $24.9M 1.66% 70,990 SH
22 Sherwin Williams Co SHW 824348106 $23.6M 1.57% 72,743 SH
23 Copart Inc CPRT 217204106 $21.0M 1.40% 535,319 SH
24 Autodesk Inc ADSK 052769106 $15.7M 1.04% 52,924 SH
25 Constellation Energy CEG 21037T109 $15.2M 1.01% 42,971 SH
26 Verisign Inc VRSN 92343E102 $13.1M 0.87% 53,828 SH
27 CME Group Inc CME 12572Q105 $13.0M 0.87% 47,666 SH
28 Cintas Corp CTAS 172908105 $12.7M 0.84% 67,455 SH
29 Bj's Wholesale Club BJ 05550J101 $12.6M 0.84% 139,522 SH
30 Vistra Corp VST 92840M102 $11.5M 0.77% 71,532 SH
31 Kinsale Capital Group KNSL 49714P108 $11.4M 0.76% 29,242 SH
32 Lowes Companies LOW 548661107 $11.1M 0.74% 46,066 SH
33 McKesson Corp MCK 58155Q103 $10.5M 0.70% 12,765 SH
34 GoDaddy Inc GDDY 380237107 $9.2M 0.61% 74,325 SH
35 Oracle Corporation ORCL 68389X105 $8.7M 0.58% 44,493 SH
36 Badger Meter Inc BMI 056525108 $8.3M 0.55% 47,749 SH
37 Napco Security Tech NSSC 630402105 $8.3M 0.55% 199,666 SH
38 Dominos Pizza Inc DPZ 25754A201 $8.3M 0.55% 19,852 SH
39 JP Morgan Chase JPM 46625H100 $8.3M 0.55% 25,622 SH
40 Home Depot Inc HD 437076102 $8.0M 0.53% 23,182 SH
41 Federal Signal Corp FSS 313855108 $7.5M 0.50% 69,116 SH
42 SPDR S&P 500 SPY 78462F103 $6.9M 0.46% 10,167 SH
43 Chevron Corp New CVX 166764100 $6.9M 0.46% 45,283 SH
44 Union Pacific UNP 907818108 $6.2M 0.41% 26,843 SH
45 United Health Group UNH 91324P102 $6.1M 0.41% 18,495 SH
46 Lockheed Martin Corp LMT 539830109 $5.7M 0.38% 11,790 SH
47 Altria Group Inc MO 02209S103 $4.8M 0.32% 83,545 SH
48 Ferrari NV RACE N3167Y103 $4.8M 0.32% 13,019 SH
49 Texas Instruments TXN 882508104 $4.7M 0.31% 27,084 SH
50 Mcdonalds MCD 580135101 $4.6M 0.31% 15,076 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-02-06 $1.50B 96 0001093589-26-000002
2025-09-30 2025-11-04 $1.80B 97 0001093589-25-000012