AlpenGlobal Capital LLC — 13F Holdings & Portfolio

CIK 2062492 · latest 13F-HR filed 2026-08-11

AlpenGlobal Capital LLC manages $155.8M in 13F-reported U.S. long-equity assets across 35 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSLA (9.59%), GOOGL (8.71%), AMZN (7.97%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 1, added to 18, and trimmed 11.

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.

Filer Information
Address
PO BOX 153
TAHOE CITY, CA 96145
Phone
(415) 424-4005
Filing Manager
AlpenGlobal Capital LLC
TAHOE CITY, CA
Signatory
Karen Craig
Managing Director and CCO
Loading holdings…
AUM

$155.8M

Long-equity book

Holdings

35

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+0 / −1 / ↑18 / ↓11

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$2.5M +22.1%
  • WILLIAMS SONOMA INC COM$2.1M +27.6%
  • TESLA INC COM$1.6M +11.9%
  • AMAZON COM INC$1.4M +12.7%
  • INTERNATIONAL BUSINESS MACHS CORP$915.2K +44.4%
Show all 18 →

Top Trims

  • MCDONALDS CORP-$3.7M -85.9%
  • NETFLIX INC-$3.5M -27.6%
  • LULULEMON ATHLETICA INC-$2.1M -85.7%
  • ADOBE SYS INC-$1.0M -32.3%
  • NEW YORK TIMES CO-$954.8K -18.0%
Show all 11 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • LVMH MOET HENNESSY LOUIS VUITTON ADR$965.1K
Show all 1 →
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 TESLA INC COM TSLA 88160R101 $14.9M 9.59% 35,511 SH
2 ALPHABET INC GOOGL 02079K305 $13.6M 8.71% 37,969 SH
3 AMAZON COM INC AMZN 023135106 $12.4M 7.97% 52,119 SH
4 WILLIAMS SONOMA INC COM WSM 969904101 $9.7M 6.21% 41,532 SH
5 NETFLIX INC NFLX 64110L106 $9.1M 5.86% 127,931 SH
6 AMERICAN EXPRESS CO AXP 025816109 $7.5M 4.80% 22,111 SH
7 COSTCO WHSL CORP NEW COST 22160K105 $7.0M 4.48% 7,467 SH
8 MERCADOLIBRE INC MELI 58733R102 $6.7M 4.27% 3,923 SH
9 MASTERCARD INC MA 57636Q104 $6.0M 3.87% 11,736 SH
10 MICROSOFT CORP MSFT 594918104 $6.0M 3.87% 16,155 SH
11 TETRA TECH INC NEW COM TTEK 88162G103 $5.7M 3.67% 103,668 SH
12 CHIPOTLE MEXICAN GRILL INC CMG 169656105 $5.3M 3.41% 156,431 SH
13 FERRARI N V SHS RACE N3167Y103 $4.6M 2.94% 12,321 SH
14 NEW YORK TIMES CO NYT 650111107 $4.3M 2.78% 61,984 SH
15 ALPHABET INC CAP STK GOOG 02079K107 $4.0M 2.58% 11,381 SH
16 ECOLAB INC ECL 278865100 $3.8M 2.42% 13,549 SH
17 META PLATFORMS INC META 30303M102 $3.7M 2.40% 6,640 SH
18 DISNEY WALT CO DISNEY DIS 254687106 $3.7M 2.35% 38,028 SH
19 BOOKING HLDGS INC BKNG 09857L108 $3.3M 2.09% 18,305 SH
20 STATE STR SPDR S&P 500 ETF TR SPY 78462F103 $3.1M 2.00% 4,176 SH
21 INTERNATIONAL BUSINESS MACHS CORP IBM 459200101 $3.0M 1.91% 10,582 SH
22 BROADCOM INC AVGO 11135F101 $2.2M 1.40% 5,775 SH
23 PROSHARES TR PROSHARES QLD 74347R206 $2.1M 1.38% 22,166 SH
24 ADOBE SYS INC ADBE 00724F101 $2.1M 1.37% 10,377 SH
25 GOLDMAN SACHS GROUP INC GS 38141G104 $2.0M 1.31% 2,017 SH
26 STRYKER CORP SYK 863667101 $1.9M 1.24% 6,155 SH
27 EMBRAER S A SPONSORED ADR EMBJ 29082A107 $1.8M 1.15% 27,973 SH
28 UBER TECHNOLOGIES INC COM UBER 90353T100 $1.6M 1.05% 22,633 SH
29 ON HOLDING AG ONON H5919C104 $1.4M 0.93% 40,755 SH
30 Apple Inc AAPL 037833100 $927.1K 0.60% 3,204 SH
31 INVESCO QQQ TR QQQ 46090E103 $675.3K 0.43% 917 SH
32 MCDONALDS CORP MCD 580135101 $613.8K 0.39% 11,114 SH
33 LULULEMON ATHLETICA INC LULU 550021109 $343.2K 0.22% 3,006 SH
34 Nvidia Corp NVDA 67066G104 $272.1K 0.17% 1,360 SH
35 American Tower Corporation REIT AMT 03027X100 $245.4K 0.16% 1,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $155.8M 35 0002062492-26-000003
2026-03-31 2026-04-30 $157.1M 36 0002062492-26-000002
2025-06-30 2025-08-15 $167.1M 32 0002062492-25-000005