Portfolio (Quarterly) Guide ↗

AlpenGlobal Capital LLC

· CIK 0002062492

13F Portfolio $157.1B AUM 36 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q2 2025 · All 5 New 19 Added 8 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PYPL	PAYPAL HLDGS INC	Financial Services	39,984	$3.0M	1.78%	SOLD

Sector Allocation

Consumer Cyclical 38.4%

Communication Services 26.1%

Financial Services 11.3%

Technology 10.5%

Industrials 5.0%

Consumer Defensive 4.9%

Basic Materials 2.3%

Healthcare 1.3%

Real Estate 0.2%