AlpenGlobal Capital LLC

Holdings as of 2026-06-30, filed 2026-08-11

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 42 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
35
Value reported by manager
$155.8M
Sum of our stored positions
$155.8M
should match the line above
Disclosure lag
42 d
quarter end to filing
Top 5 concentration
38.3%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

35 largest shown
IssuerClassValueSharesTypeCUSIP
TESLA INC COMCOM$14.9M35,51188160R101
ALPHABET INCCL A$13.6M37,96902079K305
AMAZON COM INCCOM$12.4M52,119023135106
WILLIAMS SONOMA INC COMCOM$9.7M41,532969904101
NETFLIX INCCOM$9.1M127,93164110L106
AMERICAN EXPRESS COCOM$7.5M22,111025816109
COSTCO WHSL CORP NEWCOM$7M7,46722160K105
MERCADOLIBRE INCCOM$6.7M3,92358733R102
MASTERCARD INCCL A$6M11,73657636Q104
MICROSOFT CORPCOM$6M16,155594918104
TETRA TECH INC NEW COMCOM$5.7M103,66888162G103
CHIPOTLE MEXICAN GRILL INCCOM$5.3M156,431169656105
FERRARI N V SHSCOM$4.6M12,321N3167Y103
NEW YORK TIMES COCL A$4.3M61,984650111107
ALPHABET INC CAP STKCL C$4M11,38102079K107
ECOLAB INCCOM$3.8M13,549278865100
META PLATFORMS INCCL A$3.7M6,64030303M102
DISNEY WALT CO DISNEYCOM$3.7M38,028254687106
BOOKING HLDGS INCCOM$3.3M18,30509857L108
STATE STR SPDR S&P 500 ETF TRTR UNIT$3.1M4,17678462F103
INTERNATIONAL BUSINESS MACHS CORPCOM$3M10,582459200101
BROADCOM INCCOM$2.2M5,77511135F101
PROSHARES TR PROSHARESPSHS ULTRA QQQ$2.1M22,16674347R206
ADOBE SYS INCCOM$2.1M10,37700724F101
GOLDMAN SACHS GROUP INCCOM$2M2,01738141G104
STRYKER CORPCOM$1.9M6,155863667101
EMBRAER S A SPONSORED ADRCOM$1.8M27,97329082A107
UBER TECHNOLOGIES INC COMCOM$1.6M22,63390353T100
ON HOLDING AGCL A$1.4M40,755H5919C104
Apple IncCOM$927.1K3,204037833100
INVESCO QQQ TRUNIT SER 1$675.3K91746090E103
MCDONALDS CORPCOM$613.8K11,114580135101
LULULEMON ATHLETICA INCCOM$343.2K3,006550021109
Nvidia CorpCOM$272.1K1,36067066G104
American Tower Corporation REITCOM$245.4K1,50003027X100
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-11