Alpha Family Trust has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $177 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Similarweb Ltd. with a value of $14.6M, Nvidia Corp with a value of $14.5M, Microsoft Corp with a value of $13.8M, Apple Inc. with a value of $13.2M, and Alphabet Inc. with a value of $8.8M.

Examining the 13F form we can see an increase of $7.86M in the current position value, from $169M to 177M.

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 $177 Million
Technology: $70.9 Million
Communication Services: $34.9 Million
Consumer Cyclical: $17.8 Million
Healthcare: $13.4 Million
ETFs: $9.7 Million
Financial Services: $9.31 Million
Industrials: $7.85 Million
Consumer Defensive: $7.46 Million
Other: $5.91 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $177 Million
  • Prior Value $169 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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