Alpha Family Trust has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $169 Million distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.1M, Microsoft Corp with a value of $14.3M, Similarweb Ltd. with a value of $13.1M, Apple Inc. with a value of $11.9M, and Alphabet Inc. with a value of $9.66M.

Examining the 13F form we can see an increase of $4.29M in the current position value, from $165M to 169M.

Alpha Family Trust is based out at Los Angeles, CA

Below you can find more details about Alpha Family Trust portfolio as well as his latest detailed transactions.

Portfolio value $169 Million
Technology: $70.5 Million
Communication Services: $32.8 Million
Consumer Cyclical: $16.3 Million
Healthcare: $12.7 Million
ETFs: $9.13 Million
Financial Services: $8.44 Million
Industrials: $6.83 Million
Consumer Defensive: $6.71 Million
Other: $5.85 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $169 Million
  • Prior Value $165 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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