ALTA CAPITAL MANAGEMENT LLC/
SALT LAKE CITY UT · SEC CIK 0001093589
$13.44亿2026Q2 申报市值
109持仓数
50.1%前十大占比 · 第一大 7.5%
8 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TSM 加仓+$2,525.31万
SYK 新建仓+$1,951.85万
TXN 加仓+$1,796.74万
LECO 加仓+$1,522.98万
PANW 加仓+$1,205.54万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$2,107.51万
NVDA 减仓-$1,871.81万
APH 减仓-$1,855.07万
ASML 减仓-$1,776.38万
TJX 减仓-$1,115.82万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JLL | Jones Lang Lasalle | $26.00万 | 0.02% | 839 | 84 | 11.1% | $2.60万 | 重新持有 |
| SNY | Sanofi SA | $25.45万 | 0.02% | 5,966 | -92 | -1.5% | -$3,925 | 减仓 |
| — | BAE Systems Plc | $25.23万 | 0.02% | 2,576 | -48 | -1.8% | -$4,702 | 减仓 |
| TECH | Bio-Techne Corp | $24.76万 | 0.02% | 3,504 | 3,504 | — | $24.76万 | 新建仓 |
| BURL | Burlington Stores | $24.11万 | 0.02% | 761 | 761 | — | $24.11万 | 新建仓 |
| — | Novonesis (Novozymes) | $23.99万 | 0.02% | 3,793 | -66 | -1.7% | -$4,174 | 减仓 |
| — | Sampo Oyj | $22.83万 | 0.02% | 10,896 | -197 | -1.8% | -$4,127 | 减仓 |
| — | DSV A/S | $22.61万 | 0.02% | 1,902 | 277 | 17.0% | $3.29万 | 重新持有 |
| ALC | Alcon AG | $22.59万 | 0.02% | 3,366 | 317 | 10.4% | $2.13万 | 加仓 |
| LOW | Lowes Companies | $0 | 0.00% | 0 | -40,922 | -100.0% | -$966.91万 | 清仓 |
| GDDY | GoDaddy Inc | $0 | 0.00% | 0 | -65,498 | -100.0% | -$541.47万 | 清仓 |
| AMT | American Tower Corp | $0 | 0.00% | 0 | -15,468 | -100.0% | -$266.95万 | 清仓 |