Filed: 5/20/2026ACC: 0001846995-26-000002
📋 What this filing means
ALAMAR CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $181.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$181.29M
Total AUM (reported)
1.52M
Total Shares
Allocation by class
COM$61.52M33.9%
S&P 500 ETF SHS$23.67M13.1%
CL A$22.38M12.3%
COM CL A$13.91M7.7%
MSCI EAFE ETF$9.73M5.4%
1 3 YR TREAS BD$8.03M4.4%
CORE US AGGBD ET$7.44M4.1%
Portfolio Concentration
Top 3$41.43M22.9%
4–10$33.62M18.5%
11–25$51.14M28.2%
Rest$55.10M30.4%
Top 3 weight
22.9%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Sole
Full voting authority
1.52M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings86
Rows:
VANGUARD INDEX FDS
SOLEShares37.74K
TypeSH
Market value$23.67M
13.06%
Sole
37.74K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares101.35K
TypeSH
Market value$9.73M
5.37%
Sole
101.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares96.92K
TypeSH
Market value$8.03M
4.43%
Sole
96.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares74.48K
TypeSH
Market value$7.44M
4.10%
Sole
74.48K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares35.03K
TypeSH
Market value$4.74M
2.62%
Sole
35.03K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares10.81K
TypeSH
Market value$4.54M
2.50%
Sole
10.81K
Shared
0.00
None
0.00
INTAPP INC
SOLEShares95.50K
TypeSH
Market value$4.38M
2.41%
Sole
95.50K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares17.77K
TypeSH
Market value$4.22M
2.33%
Sole
17.77K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares8.97K
TypeSH
Market value$4.19M
2.31%
Sole
8.97K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares21.56K
TypeSH
Market value$4.12M
2.27%
Sole
21.56K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares17.07K
TypeSH
Market value$3.97M
2.19%
Sole
17.07K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares16.64K
TypeSH
Market value$3.79M
2.09%
Sole
16.64K
Shared
0.00
None
0.00
PAYLOCITY HLDG CORP
SOLEShares24.46K
TypeSH
Market value$3.73M
2.06%
Sole
24.46K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares27.41K
TypeSH
Market value$3.72M
2.05%
Sole
27.41K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares16.69K
TypeSH
Market value$3.58M
1.98%
Sole
16.69K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares32.92K
TypeSH
Market value$3.54M
1.95%
Sole
32.92K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares18.87K
TypeSH
Market value$3.48M
1.92%
Sole
18.87K
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares45.58K
TypeSH
Market value$3.44M
1.90%
Sole
45.58K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares22.23K
TypeSH
Market value$3.41M
1.88%
Sole
22.23K
Shared
0.00
None
0.00
OKTA INC
SOLEShares38.23K
TypeSH
Market value$3.31M
1.82%
Sole
38.23K
Shared
0.00
None
0.00
WORKIVA INC
SOLEShares37.22K
TypeSH
Market value$3.21M
1.77%
Sole
37.22K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares33.56K
TypeSH
Market value$3.15M
1.74%
Sole
33.56K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares26.61K
TypeSH
Market value$3.01M
1.66%
Sole
26.61K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares5.14K
TypeSH
Market value$2.99M
1.65%
Sole
5.14K
Shared
0.00
None
0.00
MARKETAXESS HLDGS INC
SOLEShares15.61K
TypeSH
Market value$2.83M
1.56%
Sole
15.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 37.74K | SH | $23.67M 13.06% | 37.74K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 101.35K | SH | $9.73M 5.37% | 101.35K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 96.92K | SH | $8.03M 4.43% | 96.92K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 74.48K | SH | $7.44M 4.10% | 74.48K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 35.03K | SH | $4.74M 2.62% | 35.03K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 10.81K | SH | $4.54M 2.50% | 10.81K | 0.00 | 0.00 |
INTAPP INCSOLE | COM | 95.50K | SH | $4.38M 2.41% | 95.50K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 17.77K | SH | $4.22M 2.33% | 17.77K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 8.97K | SH | $4.19M 2.31% | 8.97K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 21.56K | SH | $4.12M 2.27% | 21.56K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 17.07K | SH | $3.97M 2.19% | 17.07K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 16.64K | SH | $3.79M 2.09% | 16.64K | 0.00 | 0.00 |
PAYLOCITY HLDG CORPSOLE | COM | 24.46K | SH | $3.73M 2.06% | 24.46K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 27.41K | SH | $3.72M 2.05% | 27.41K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 16.69K | SH | $3.58M 1.98% | 16.69K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 32.92K | SH | $3.54M 1.95% | 32.92K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 18.87K | SH | $3.48M 1.92% | 18.87K | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 45.58K | SH | $3.44M 1.90% | 45.58K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 22.23K | SH | $3.41M 1.88% | 22.23K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 38.23K | SH | $3.31M 1.82% | 38.23K | 0.00 | 0.00 |
WORKIVA INCSOLE | COM CL A | 37.22K | SH | $3.21M 1.77% | 37.22K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 33.56K | SH | $3.15M 1.74% | 33.56K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 26.61K | SH | $3.01M 1.66% | 26.61K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 5.14K | SH | $2.99M 1.65% | 5.14K | 0.00 | 0.00 |
MARKETAXESS HLDGS INCSOLE | COM | 15.61K | SH | $2.83M 1.56% | 15.61K | 0.00 | 0.00 |
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