Alpenglobal Capital Llc Portfolio Stock Holdings

Alpenglobal Capital Llc disclosed 36 stock positions valued at approximately $157.1 million in its latest SEC 13F filing. The largest holdings include TESLA INC, NETFLIX INC, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.

Report Period
March 31, 2026
No. of Stocks
36
Portfolio Value
$157.1M
Holdings by Sector
Alpenglobal Capital Llc Portfolio Holdings in Q1 2026

36 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
TESLA INCTSLAConsumer Cyclical8.50%35,911+35,911+100.00%$13,349,914
NETFLIX INCNFLXCommunication Services8.03%131,281+131,281+100.00%$12,622,668
ALPHABET INCGOOGLCommunication Services7.07%38,635+38,635+100.00%$11,109,976
AMAZON COM INCAMZNConsumer Cyclical7.02%52,934+52,934+100.00%$11,024,495
COSTCO WHSL CORP NEWCOSTConsumer Defensive4.86%7,670+7,670+100.00%$7,642,947
WILLIAMS SONOMA INC COMWSMConsumer Cyclical4.83%41,610+41,610+100.00%$7,586,811
MERCADOLIBRE INCMELIConsumer Cyclical4.35%3,954+3,954+100.00%$6,836,545
AMERICAN EXPRESS COAXPFinancial Services4.31%22,363+22,363+100.00%$6,764,260
TETRA TECH INC NEWTTEKIndustrials3.96%107,315+107,315+100.00%$6,225,324
MICROSOFT CORPMSFTTechnology3.81%16,177+16,177+100.00%$5,988,240
MASTERCARD INCMAFinancial Services3.75%11,788+11,788+100.00%$5,889,992
NEW YORK TIMES CONYTCommunication Services3.37%63,208+63,208+100.00%$5,292,433
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical3.29%161,360+161,360+100.00%$5,165,134
MCDONALDS CORPMCDConsumer Cyclical2.77%14,002+14,002+100.00%$4,351,784
META PLATFORMS INCMETACommunication Services2.73%7,501+7,501+100.00%$4,291,547
FERRARI N V SHSRACEOther2.56%11,902+11,902+100.00%$4,028,232
DISNEY WALT CO DISNEYDISCommunication Services2.42%39,401+39,401+100.00%$3,797,468
ECOLAB INCECLBasic Materials2.27%13,379+13,379+100.00%$3,559,169
BOOKING HLDGS INCBKNGConsumer Cyclical2.22%827+827+100.00%$3,483,324
ALPHABET INC CAP STKGOOGCommunication Services2.08%11,388+11,388+100.00%$3,266,762
ADOBE SYS INCADBETechnology2.00%12,930+12,930+100.00%$3,143,024
STATE STR SPDR S&P 500 ETF TRSPYOther1.78%4,309+4,309+100.00%$2,802,315
LULULEMON ATHLETICA INC COMLULUConsumer Cyclical1.53%15,716+15,716+100.00%$2,406,069
INTERNATIONAL BUSINESS MACHS CORPIBMTechnology1.31%8,501+8,501+100.00%$2,060,557
STRYKER CORPSYKHealthcare1.24%5,944+5,944+100.00%$1,953,139
BROADCOM INCAVGOTechnology1.10%5,576+5,576+100.00%$1,725,828
GOLDMAN SACHS GROUP INCGSFinancial Services1.00%1,858+1,858+100.00%$1,571,849
UBER TECHNOLOGIES INCUBERTechnology0.98%21,393+21,393+100.00%$1,538,798
EMBRAER S A SPONSORED ADRERJIndustrials0.98%25,848+25,848+100.00%$1,533,820
Apple IncAAPLTechnology0.96%5,965+5,965+100.00%$1,513,857
ON HOLDING AGONONOther0.83%38,476+38,476+100.00%$1,308,954
PROSHARES TR PROSHARESQLDOther0.81%20,941+20,941+100.00%$1,277,401
LVMH MOET HENNESSY LOUIS VUITTON ADRLVMUYConsumer Cyclical0.61%9,044+9,044+100.00%$965,149
INVESCO QQQ TRQQQOther0.34%914+914+100.00%$527,543
American Tower Corporation REITAMTReal Estate0.16%1,500+1,500+100.00%$258,870
Nvidia CorpNVDATechnology0.16%1,400+1,400+100.00%$244,160