Portfolio (Quarterly) Guide ↗

Alcosta Capital Management, Inc.

· CIK 0001842509

13F Portfolio $131M AUM 23 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 20 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NOW	SERVICENOW INC	Technology	29,755	$4.6M	2.87%	SOLD
2	ORLY	OREILLY AUTOMOTIVE INC	Consumer Cyclical	43,822	$4.0M	2.52%	SOLD
3	ULTA	ULTA BEAUTY INC	Consumer Cyclical	5,529	$3.3M	2.10%	SOLD

Sector Allocation

Technology 45.5%

Consumer Cyclical 19.5%

Communication Services 13.2%

Financial Services 10.6%

Industrials 7.9%

Healthcare 3.2%