ALTA CAPITAL MANAGEMENT LLC/

Est. AUM

$1.29B

13F long equity, this entity only

Positions

100

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Nvidia Corp	COM	$102.9M	590120	7.97%	SOLE
2	Alphabet Inc Cl A	COM	$86.9M	302362	6.73%	SOLE
3	Amazon.com Inc	COM	$82.8M	397759	6.42%	SOLE
4	Microsoft Corp	COM	$73.7M	199066	5.71%	SOLE
5	Broadcom Inc	COM	$65.5M	211615	5.07%	SOLE
6	Meta Platforms Inc	COM	$49.9M	87175	3.86%	SOLE
7	Amphenol Corp	COM	$49.8M	394255	3.86%	SOLE
8	Apple Inc	COM	$44.3M	174443	3.43%	SOLE
9	TJX Companies	COM	$41.7M	261059	3.23%	SOLE
10	Mastercard Inc	COM	$38.5M	77112	2.98%	SOLE
11	Eaton Corp	COM	$37.5M	104891	2.91%	SOLE
12	Thermo Fisher Sci	COM	$32.4M	65914	2.51%	SOLE
13	Mercadolibre Inc	COM	$32.1M	18592	2.49%	SOLE
14	Autozone Inc	COM	$31.6M	9369	2.45%	SOLE
15	ASML Holdings	COM	$30.2M	22893	2.34%	SOLE
16	Booking Holdings	COM	$29.7M	7047	2.30%	SOLE
17	Berkshire Hthwy Cl B	COM	$28.7M	59889	2.22%	SOLE
18	S&P Global Inc	COM	$27.3M	64161	2.11%	SOLE
19	Waste Management	COM	$26.3M	114388	2.04%	SOLE
20	Intuit Inc	COM	$25.1M	57934	1.94%	SOLE
21	Sherwin Williams Co	COM	$21.4M	66716	1.66%	SOLE
22	Visa Inc	COM	$20.6M	68195	1.60%	SOLE
23	Bj's Wholesale Club	COM	$17.2M	175059	1.33%	SOLE
24	Vistra Corp	COM	$14.5M	96302	1.12%	SOLE
25	CME Group Inc	COM	$13.6M	46029	1.05%	SOLE
26	Palo Alto Networks	COM	$13.2M	82344	1.02%	SOLE
27	Verisign Inc	COM	$12.5M	50497	0.97%	SOLE
28	Constellation Energy	COM	$11.3M	40396	0.87%	SOLE
29	Lincoln Elec Hldgs Inc	COM	$10.6M	42678	0.82%	SOLE
30	Kinsale Capital Group	COM	$10.4M	30576	0.81%	SOLE
31	McKesson Corp	COM	$10.4M	12024	0.81%	SOLE
32	Cintas Corp	COM	$10.2M	60495	0.79%	SOLE
33	Federal Signal Corp	COM	$10.0M	92091	0.77%	SOLE
34	Lowes Companies	COM	$9.7M	40922	0.75%	SOLE
35	Oracle Corporation	COM	$8.6M	58323	0.66%	SOLE
36	Dominos Pizza Inc	COM	$7.7M	21337	0.59%	SOLE
37	Home Depot Inc	COM	$7.6M	23128	0.59%	SOLE
38	JP Morgan Chase	COM	$7.6M	25769	0.59%	SOLE
39	Texas Instruments	COM	$6.9M	35679	0.54%	SOLE
40	Badger Meter Inc	COM	$6.8M	44418	0.52%	SOLE
41	Union Pacific	COM	$6.4M	26543	0.50%	SOLE
42	Chevron Corp New	COM	$6.1M	29720	0.48%	SOLE
43	Taiwan Semi Manuf Co	COM	$5.9M	17398	0.46%	SOLE
44	Altria Group Inc	COM	$5.5M	83531	0.43%	SOLE
45	GoDaddy Inc	COM	$5.4M	65498	0.42%	SOLE
46	Autodesk Inc	COM	$5.4M	22552	0.42%	SOLE
47	Black Hills Corp	COM	$5.2M	75098	0.40%	SOLE
48	AT&T	COM	$5.2M	179750	0.40%	SOLE
49	Kroger Co	COM	$4.9M	67613	0.38%	SOLE
50	WEC Energy Group	COM	$4.8M	41077	0.37%	SOLE

1–50 of 100

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.