Alcosta Capital Management, Inc.
Alcosta Capital Management, Inc. is an SEC-registered investment adviser headquartered in San Ramon, California, USA. Founded in 2021, the firm manages portfolios primarily for high net worth individuals, with reported assets under management exceeding $220 million as of March 2025. With a lean team of 2 employees, the firm is focused on delivering tailored investment solutions and portfolio management services for affluent clients in the United States.
Investment Strategy
Alcosta Capital Management, Inc. employs a discretionary investment approach, focusing on long-term capital appreciation through selective investments in equities, particularly in large-cap U.S. stocks such as technology and consumer companies. The firm manages portfolios for predominantly high net worth individuals and aims to optimize risk-adjusted returns with a focus on diversification and market-leading businesses. Their investment philosophy centers on disciplined, research-driven security selection and active portfolio management tailored to client needs.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 11.42% | $20.5M | 129,529 | $28.82 | $157.99 | +$6.4M |
N NOW | SERVICENOW INC | 6.78% | $12.2M | 11,826 | $555.09 | $1028.08 | +$2.7M |
A AMZN | AMAZON COM INC | 6.46% | $11.6M | 52,773 | $163.41 | $219.39 | +$1.5M |
M META | META PLATFORMS INC | 5.71% | $10.2M | 13,865 | $292.81 | $738.09 | +$2.2M |
A AVGO | BROADCOM INC | 5.64% | $10.1M | 36,640 | $87.65 | $275.65 | +$3.9M |