Institutional Manager · CIK 0001568991
Alpha Family Trust
Los Angeles, CA · File #028-20924
Latest AUM
$219.5M
Positions
195
Top-10 Concentration
67.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025195 pos · $219.5M
- 13F HOLDINGS REPORTQ/E Sep 2025191 pos · $213.2M
- 13F HOLDINGS REPORTQ/E Jun 2025189 pos · $202.0M
- 13F HOLDINGS REPORTQ/E Mar 2025169 pos · $171.3M
- 13F HOLDINGS REPORTQ/E Dec 2024156 pos · $178.1M
- 13F HOLDINGS REPORTQ/E Sep 2024154 pos · $179.1M
- 13F HOLDINGS REPORTQ/E Jun 2024150 pos · $170.6M
- 13F HOLDINGS REPORTQ/E Mar 2024155 pos · $165.3M
- 13F HOLDINGS REPORTQ/E Dec 2023128 pos · $131.4M
- 13F HOLDINGS REPORTQ/E Sep 2023124 pos · $143.2M
- 13F HOLDINGS REPORTQ/E Jun 2023120 pos · $126.3M
- 13F HOLDINGS REPORTQ/E Mar 2023119 pos · $110.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 119,500 | $22.3M | 13.37% |
| 2 | ALPHABET INC. | GOOG | 53,044 | $16.6M | 9.96% |
| 3 | APPLE INC. | AAPL | 60,770 | $16.5M | 9.91% |
| 4 | MICROSOFT CORPORATION | MSFT | 33,105 | $16.0M | 9.61% |
| 5 | AMAZON.COM INC | AMZN | 45,875 | $10.6M | 6.35% |
| 6 | BROADCOM INC. | AVGO | 26,550 | $9.2M | 5.51% |
| 7 | META PLATFORMS INC-CLASS A | META | 11,162 | $7.4M | 4.42% |
| 8 | TESLA, INC. | TSLA | 14,110 | $6.3M | 3.81% |
| 9 | SimilarWeb | SMWB | 658,935 | $4.9M | 2.96% |
| 10 | PALANTIR TECHNOLOGIES INC. | PLTR | 16,280 | $2.9M | 1.74% |
| 11 | ADVANCED MICRO DEVICES, INC. | AMD | 12,315 | $2.6M | 1.58% |
| 12 | NETFLIX, INC. | NFLX | 27,700 | $2.6M | 1.56% |
| 13 | MICRON TECHNOLOGY, INC. | MU | 8,950 | $2.6M | 1.53% |
| 14 | COSTCO WHOLESALE CORPORATION | 22160K105 | 2,765 | $2.4M | 1.43% |
| 15 | CISCO SYSTEMS, INC. | CSCO | 30,345 | $2.3M | 1.40% |
| 16 | LAM RESEARCH CORPORATION | LRCX | 11,500 | $2.0M | 1.18% |
| 17 | ELI LILLY & CO | LLY | 1,790 | $1.9M | 1.15% |
| 18 | BERKSHIRE HATHAWAY INC. | BRK-A | 3,820 | $1.9M | 1.15% |
| 19 | JPMORGAN CHASE & CO | VYLD | 5,950 | $1.9M | 1.15% |
| 20 | APPLIED MATERIALS INC | 038222105 | 6,445 | $1.7M | 0.99% |