Alta Capital Management Llc/
Alta Capital Management LLC is an independent asset management firm based in Salt Lake City, Utah, in the United States. Founded in 1989, the firm has approximately 28 employees and manages $1.8 billion in assets as of March 2025. Alta primarily serves individual investors, high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations, offering investment advisory services focused on disciplined, long-term portfolio management.
Investment Strategy
Alta Capital Management LLC employs a growth-oriented investment strategy with an emphasis on high-quality companies with sustainable competitive advantages and reliable cash flows. The firm focuses on constructing diversified portfolios of leading large-cap equities, favoring technology and consumer sectors, and applies fundamental research to identify undervalued opportunities. Alta practices active portfolio management, aiming to deliver consistent returns with measured risk through long-term positions and strict discipline in security selection and risk oversight.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia Corp | 7.01% | $123.2M | 779,773 | $78.26 | $157.99 | +$49.6M |
A AMZN | Amazon.com Inc | 5.95% | $104.5M | 476,302 | $156.89 | $219.39 | +$18.3M |
G GOOGL | Alphabet Inc Cl A | 5.75% | $101.1M | 573,763 | $75.91 | $176.23 | +$12.8M |
M MSFT | Microsoft Corp | 5.03% | $88.5M | 177,870 | $250.71 | $497.41 | +$21.7M |
A AAPL | Apple Inc | 4.09% | $72.0M | 350,715 | $84.10 | $205.17 | -$7.6M |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
 | Associate Portfolio Manager | Salt Lake City, UT , United States | |
 | Principal; Portfolio Manager | Salt Lake City, UT , United States | |
M Melanie Peche | Principal | Salt Lake City, UT , United States | |
M Michael T | Managing Partner and CIO | Salt Lake City, UT , United States | |
T Tyler Partridge | Portfolio Manager, Principal | Salt Lake City, UT , United States | |
 | Junior Research Analyst | Salt Lake City, UT , United States | |
N Nate Rhees | Principal | Salt Lake City, UT , United States | |
 | Equity Research Analyst | Salt Lake City, UT , United States |