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Portfolio (Quarterly) Guide ↗

Alcosta Capital Management, Inc.

· CIK 0001842509
13F Portfolio $131M AUM 23 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 20 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ROST ROSS STORES INC Consumer Cyclical 14,238.0 $3.1M 2.35% NEW $216.63 -1.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.5%
Consumer Cyclical 19.5%
Communication Services 13.2%
Financial Services 10.6%
Industrials 7.9%
Healthcare 3.2%