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Alta Capital Management Llc/

CIK:0001093589
Asset Manager
$2B AUM
94 holdings
Salt Lake City, UT, USA
Founded:1989
28 employees
altacapital.com
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

Alta Capital Management Llc/ filed their most recent 13F report on Jun 30, 2025 disclosing 91 equity positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corp., Meta Platforms Inc., Broadcom Inc. among other positions. Alta Capital Management Llc/ reduced exposure to United Health Group, Broadridge Fin'l Solutns, Apple Inc. among others.

Top Buys
N
NVDANvidia Corp
+$49.6M
M
METAMeta Platforms Inc
+$41.8M
A
AVGOBroadcom Inc
+$25.3M
M
MSFTMicrosoft Corp
+$21.7M
A
APHAmphenol Corp
+$20.1M
Top Sells
U
UNHUnited Health Group
-$22.1M
B
BRBroadridge Fin'l Solutns
-$11.8M
A
AAPLApple Inc
-$7.6M
B
BRK-BBerkshire Hthwy Cl B
-$7.4M
T
TMOThermo Fisher Sci
-$6.1M

Top Holdings

N
NVDANvidia Corp
+7.0%$123.2M
A
AMZNAmazon.com Inc
+5.9%$104.5M
G
GOOGLAlphabet Inc Cl A
+5.8%$101.1M
M
MSFTMicrosoft Corp
+5.0%$88.5M
A
AAPLApple Inc
+4.1%$72.0M

Equity Positions (91)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
Nvidia Corp7.01%$123.2M779,773$78.26$157.99+$49.6M
A
AMZN
Amazon.com Inc5.95%$104.5M476,302$156.89$219.39+$18.3M
G
GOOGL
Alphabet Inc Cl A5.75%$101.1M573,763$75.91$176.23+$12.8M
M
MSFT
Microsoft Corp5.03%$88.5M177,870$250.71$497.41+$21.7M
A
AAPL
Apple Inc4.09%$72.0M350,715$84.10$205.17-$7.6M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+13.9%
SEMICONDUCTORS & RELATED DEVICES
+10.8%
SERVICES-BUSINESS SERVICES, NEC
+10.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.1%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+5.9%

Investment Team (9)

NameRoleLocationLinkedIn
Carter Allen
Carter Allen		Associate Portfolio ManagerSalt Lake City, UT , United States
Casey Nelsen
Casey Nelsen		Principal; Portfolio ManagerSalt Lake City, UT , United States
M
Melanie Peche		PrincipalSalt Lake City, UT , United States
M
Michael T		Managing Partner and CIOSalt Lake City, UT , United States
T
Tyler Partridge		Portfolio Manager, PrincipalSalt Lake City, UT , United States
Andrew Schaffernoth
Andrew Schaffernoth		Client Portfolio ManagerRichmond, VA , United States
Daniel Lasky
Daniel Lasky		Junior Research AnalystSalt Lake City, UT , United States
N
Nate Rhees		PrincipalSalt Lake City, UT , United States
Nirvon Mahdavi
Nirvon Mahdavi		Equity Research AnalystSalt Lake City, UT , United States