Portfolio (Quarterly) Guide ↗

Alcosta Capital Management, Inc.

· CIK 0001842509

13F Portfolio $148M AUM 22 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 Added 21 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IWF	ISHARES TR	—	409	$174K	0.13%	SOLD

Sector Allocation

Technology 51.6%

Consumer Cyclical 19.7%

Financial Services 10.9%

Industrials 8.9%

Communication Services 5.0%

Healthcare 3.8%