13F
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ALTA CAPITAL MANAGEMENT LLC/

13F equity value
$1.3B
Positions
100
Top 10 concentration
49.3%
Quarters / total new picks
31 / 152
13F equity value over time
$0M$2B$3B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Negative Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it. Buying this fund's new positions the day each filing went public, over 31 quarters, returned +1.5% per quarter versus +3.1% from simply owning every 13F stock — it beat that baseline in only 41.9% of quarters (excess t = -2.45). Copying it would have systematically underperformed the simplest possible strategy.

Avg 2Q excess
-4.7%
t-stat
-2.45
Quarterly win rate
42%
Annualized excess
-6.8%
$1 → follow vs universe
$1.38 vs $2.25
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210331: universe 1.56620210630: universe 1.69220210930: universe 1.51920211231: universe 1.29220220331: universe 1.38720220930: universe 1.49020221231: universe 1.38420230331: universe 1.45920230630: universe 1.40620230930: universe 1.59620231231: universe 1.66820240331: universe 1.70520240630: universe 1.86020240930: universe 1.84420241231: universe 1.72120250331: universe 1.87620250630: universe 1.93520250930: universe 2.17620251231: universe 2.251 20180331: follow 1.02220180630: follow 1.05520180930: follow 1.12920181231: follow 1.07120190331: follow 1.11020190630: follow 1.12220190930: follow 1.22120191231: follow 0.94720200331: follow 1.15220200630: follow 1.23920200930: follow 1.48420201231: follow 1.47920210331: follow 1.36420210630: follow 1.51420210930: follow 1.37220211231: follow 1.07020220331: follow 1.09520220930: follow 1.17320221231: follow 1.13120230331: follow 1.14220230630: follow 1.10020230930: follow 1.09720231231: follow 1.14920240331: follow 1.17820240630: follow 1.06720240930: follow 1.17120241231: follow 1.12820250331: follow 1.17920250630: follow 1.33920250930: follow 1.39620251231: follow 1.384 0.84 1.63 2.43 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 100 · 2026 Q1

Ticker Value Weight QoQ
NVDA $103M
8.0%
TRIM
GOOGL $87M
6.7%
TRIM
AMZN $83M
6.4%
TRIM
MSFT $74M
5.7%
ADD
AVGO $65M
5.1%
ADD
META $50M
3.9%
ADD
APH $50M
3.9%
TRIM
AAPL $44M
3.4%
TRIM
TJX $42M
3.2%
TRIM
MA $39M
3.0%
TRIM
ETN $38M
2.9%
ADD
TMO $32M
2.5%
TRIM
MELI $32M
2.5%
ADD
AZO $32M
2.5%
TRIM
ASML $30M
2.3%
TRIM
BKNG $30M
2.3%
TRIM
BRK/B $29M
2.2%
TRIM
SPGI $27M
2.1%
TRIM
WM $26M
2.0%
TRIM
INTU $25M
1.9%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ALCINGLECONGGNSRGYPANWSNYTTE

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.