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Alpine Woods Capital Investors, LLC
Alpine Woods Capital Investors, LLC is an investment advisory firm based in Purchase, New York. The firm was founded in 1998 and provides asset management services, primarily for institutional and high net worth clients. It acts as an investment adviser and manages various types of funds, with a focus on public equity markets. The firm is registered with the SEC and currently has a team of 12 employees, including a significant share of investment professionals.
Investment Strategy
Alpine Woods Capital Investors, LLC primarily employs strategies focused on long and short positions in publicly traded equities, with an emphasis on value and growth opportunities in various sectors. The firm utilizes fundamental analysis and seeks to generate returns through disciplined portfolio construction, risk management, and diversification across different asset classes and geographies.
Latest 13F Filing Activity
Alpine Woods Capital Investors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 151 equity positions and 1 options positions with a total 13F market value of $430M. The fund increased holdings in Sba Communications Corp. New, Broadcom Inc., Alphabet Inc. among other positions. Alpine Woods Capital Investors, LLC reduced exposure to Carrier Global Corporation, Kenvue Inc., Teck Resources LTD among others.
Top Holdings
Equity Positions (151)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 6.20% | $26.7M | 80,888 | $38.80 | $329.91 | +$4.1M |
J JPM | JPMORGAN CHASE & CO. | 3.90% | $16.8M | 53,166 | $114.61 | $315.43 | +$1.4M |
A AAPL | APPLE INC | 3.66% | $15.7M | 61,772 | $89.08 | $254.63 | +$3.9M |
W WFC | WELLS FARGO CO NEW | 3.47% | $14.9M | 178,191 | $46.09 | $83.82 | -$2.1M |
G GOOG | ALPHABET INC | 3.41% | $14.7M | 60,287 | $90.82 | $243.55 | +$4.0M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | Sold | Put | $296.3K | 785 | $600.37 | $551.64 | -435 | +$162.7K |
Industry Allocation
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