Portfolio (Quarterly) Guide ↗

AlpenGlobal Capital LLC

· CIK 0002062492

13F Portfolio $156M AUM 35 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 11 Added 18 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	LVMH MOET HENNESSY LOUIS VUITTON ADR	—	9,044	$965K	0.61%	SOLD

Sector Allocation

Consumer Cyclical 39.6%

Communication Services 23.0%

Financial Services 12.9%

Technology 10.8%

Industrials 5.0%

Consumer Defensive 4.7%

Basic Materials 2.5%

Healthcare 1.3%

Real Estate 0.2%