AlpenGlobal Capital LLC

CIK 2062492 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$155.8M
#7.259 dari 9.443 berdasarkan nilai 13F · top 76.9%
Posisi
35
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: -0.8% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
59,64%
Bobot 25 kepemilikan teratas
93,66%
Posisi di atas 1%
28
Jumlah posisi efektif
20,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 2,96% Perkiraan pembelian $4.632.757 · penjualan $6.300.365

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 94,6% masih dipegang

Posisi baru
0
Meningkat
12
Menurun
22
Tertutup
1
Di halaman ini

Kinerja vs S&P 500

Dilacak Q4 2024–Q2 2026
-13.2%

Tahunan: -9.0%

Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.

Cakupan yang dapat dihargai: 98,8% · Opsi dikecualikan: 0,0%

Rincian sektor

Communication Services
24,7%
Retail
22,9%
Consumer Discretionary
19,6%
Financial Services
10,0%
Technology
9,3%
Industrials
5,9%
Materials
2,4%
Health Care
1,2%
Real Estate
0,2%
Lainnya/Tidak terpetakan
3,8%

Portofolio lengkap 35 posisi

Tipe Rentetan Tren 8 kuartal
TSLA Tesla, Inc. - Common Stock $14.935.927 9,59% 35.511 $1.586.013 Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock $13.568.982 8,71% 37.969 $2.459.006 Turun ×1
AMZN Amazon.com, Inc. - Common Stock $12.422.042 7,97% 52.119 $1.397.547 Turun ×1
WSM Williams-Sonoma, Inc. Common Stock (DE) $9.681.109 6,21% 41.532 $2.094.298 Turun ×1
NFLX Netflix, Inc. - Common Stock $9.134.273 5,86% 127.931 $-3.488.395 Turun ×1
AXP American Express Company Common Stock $7.479.046 4,80% 22.111 $714.786 Turun ×1
COST Costco Wholesale Corporation - Common Stock $6.985.154 4,48% 7.467 $-657.793 Turun ×1
MELI MercadoLibre, Inc. - Common Stock $6.658.861 4,27% 3.923 $-177.684 Turun ×1
MA Mastercard Incorporated Common Stock $6.027.610 3,87% 11.736 $137.618 Turun ×1
MSFT Microsoft Corporation - Common Stock $6.026.138 3,87% 16.155 $37.898 Turun ×1
TTEK Tetra Tech, Inc. - Common Stock $5.725.584 3,67% 103.668 $-499.740 Turun ×1
CMG Chipotle Mexican Grill, Inc. Common Stock $5.318.654 3,41% 156.431 $153.520 Turun ×1
RACE Ferrari N.V. Common Shares $4.586.985 2,94% 12.321 $558.753 Naik ×1
NYT New York Times Company (The) Common Stock $4.337.640 2,78% 61.984 $-954.793 Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock $4.021.249 2,58% 11.381 $754.487 Turun ×1
ECL Ecolab Inc. Common Stock $3.774.887 2,42% 13.549 $215.718 Naik ×1
META Meta Platforms, Inc. - Class A Common Stock $3.740.246 2,40% 6.640 $-551.301 Turun ×1
DIS Walt Disney Company (The) Common Stock $3.660.195 2,35% 38.028 $-137.273 Turun ×1
BKNG Booking Holdings Inc. - Common Stock $3.262.683 2,09% 18.305 $-220.641 Naik ×1
SPY SPY $3.118.512 2,00% 4.176 $316.197 Turun ×1
IBM International Business Machines Corporation Common Stock $2.975.764 1,91% 10.582 $915.207 Naik ×1
AVGO Broadcom Inc. - Common Stock $2.181.506 1,40% 5.775 $455.678 Naik ×1
QLD $2.144.782 1,38% 22.166 $867.381 Naik ×1
ADBE Adobe Inc. - Common Stock $2.127.493 1,37% 10.377 $-1.015.531 Turun ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $2.039.933 1,31% 2.017 $468.084 Naik ×1
SYK Stryker Corporation Common Stock $1.937.840 1,24% 6.155 $-15.299 Naik ×1
EMBJ Embraer S.A. Common Stock $1.784.677 1,15% 27.973 $250.857 Naik ×1
UBER Uber Technologies, Inc. Common Stock $1.633.197 1,05% 22.633 $94.399 Naik ×1
ONON On Holding AG Class A Ordinary Shares $1.443.542 0,93% 40.755 $134.588 Naik ×1
AAPL Apple Inc. - Common Stock $927.109 0,60% 3.204 $-586.748 Turun ×1
QQQ Invesco QQQ Trust, Series 1 $675.279 0,43% 917 $147.736 Naik ×1
MCD McDonald's Corporation Common Stock $613.826 0,39% 11.114 $-3.737.958 Turun ×1
LULU lululemon athletica inc. - Common Stock $343.225 0,22% 3.006 $-2.062.844 Turun ×1
NVDA NVIDIA Corporation - Common Stock $272.122 0,17% 1.360 $27.962 Turun ×1
AMT American Tower Corporation (REIT) Common Stock $245.355 0,16% 1.500 $-13.515

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
NFLX Dipangkas -3K -$3.5M
GOOGL Dipangkas -666 +$2.5M
WSM Dipangkas -78 +$2.1M
TSLA Dipangkas -400 +$1.6M
AMZN Dipangkas -815 +$1.4M
ADBE Dipangkas -3K -$1.0M
NYT Dipangkas -1K -$955K
IBM Beli lebih banyak +2K +$915K
QLD Beli lebih banyak +1K +$867K
GOOG Dipangkas -7 +$754K

2 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
LVMUY 30 Juni 2026 9.044 $965.149 Tidak lagi dilacak
AMT 30 Juni 2025 1.500 $326.400 -19,8%