ALPHA FAMILY TRUST

PrivateCIK: 1568991
Location

LOS ANGELES, CA

203
Positions
$206.06M
Total AUM (reported)
1.90M
Total Shares

Allocation by class

TOTAL AUM$206.06M203 positions
CMN$173.05M84.0%
CMN CLASS A$22.47M10.9%
CMN CLASS A$5.49M2.7%
SHS$2.26M1.1%
CLASS B$1.80M0.9%
CMN CLASS A VOTING$696.4K0.3%
CMN CLASS C$293.8K0.1%

Portfolio Concentration

Top 324.4%4–1023.1%11–2515.1%Rest37.3%TOP 1047.6%0%100%
Top 3$50.33M24.4%
4–10$47.68M23.1%
11–25$31.13M15.1%
Rest$76.91M37.3%

Top 3 weight

24.4%

Top 10 weight

47.6%

Voting Authority Distribution

Total shares with voting rights: 1.90M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

1.90M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other203
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings203
Rows:

NVIDIA CORPORATION

DFND
CMN
Shares113.81K
TypeSH
Market value$19.85M
9.63%
Sole
0.00
Shared
113.81K
None
0.00

APPLE INC.

DFND
CMN
Shares60.77K
TypeSH
Market value$15.42M
7.48%
Sole
0.00
Shared
60.77K
None
0.00

ALPHABET INC.

DFND
CMN CLASS A
Shares52.38K
TypeSH
Market value$15.06M
7.31%
Sole
0.00
Shared
52.38K
None
0.00

MICROSOFT CORPORATION

DFND
CMN
Shares32.07K
TypeSH
Market value$11.87M
5.76%
Sole
0.00
Shared
32.07K
None
0.00

AMAZON.COM INC

DFND
CMN
Shares45.88K
TypeSH
Market value$9.55M
4.64%
Sole
0.00
Shared
45.88K
None
0.00

BROADCOM INC.

DFND
CMN
Shares25.20K
TypeSH
Market value$7.80M
3.79%
Sole
0.00
Shared
25.20K
None
0.00

META PLATFORMS INC-CLASS A

DFND
CMN CLASS A
Shares11.16K
TypeSH
Market value$6.39M
3.10%
Sole
0.00
Shared
11.16K
None
0.00

TESLA, INC.

DFND
CMN
Shares15.11K
TypeSH
Market value$5.62M
2.73%
Sole
0.00
Shared
15.11K
None
0.00

WALMART INC

DFND
CMN
Shares27.61K
TypeSH
Market value$3.43M
1.67%
Sole
0.00
Shared
27.61K
None
0.00

MICRON TECHNOLOGY, INC.

DFND
CMN
Shares8.95K
TypeSH
Market value$3.02M
1.47%
Sole
0.00
Shared
8.95K
None
0.00

COSTCO WHOLESALE CORPORATION

DFND
CMN
Shares2.98K
TypeSH
Market value$2.96M
1.44%
Sole
0.00
Shared
2.98K
None
0.00

NETFLIX, INC.

DFND
CMN
Shares28.10K
TypeSH
Market value$2.70M
1.31%
Sole
0.00
Shared
28.10K
None
0.00

ADVANCED MICRO DEVICES, INC.

DFND
CMN
Shares12.31K
TypeSH
Market value$2.51M
1.22%
Sole
0.00
Shared
12.31K
None
0.00

LAM RESEARCH CORPORATION

DFND
CMN
Shares11.50K
TypeSH
Market value$2.46M
1.19%
Sole
0.00
Shared
11.50K
None
0.00

PALANTIR TECHNOLOGIES INC.

DFND
CMN
Shares16.28K
TypeSH
Market value$2.38M
1.16%
Sole
0.00
Shared
16.28K
None
0.00

CISCO SYSTEMS, INC.

DFND
CMN
Shares30.34K
TypeSH
Market value$2.35M
1.14%
Sole
0.00
Shared
30.34K
None
0.00

SimilarWeb

DFND
SHS
Shares658.93K
TypeSH
Market value$2.26M
1.10%
Sole
0.00
Shared
658.93K
None
0.00

APPLIED MATERIALS INC

DFND
CMN
Shares6.45K
TypeSH
Market value$2.20M
1.07%
Sole
0.00
Shared
6.45K
None
0.00

BERKSHIRE HATHAWAY INC.

DFND
CLASS B
Shares3.75K
TypeSH
Market value$1.80M
0.87%
Sole
0.00
Shared
3.75K
None
0.00

EXXON MOBIL CORPORATION

DFND
CMN
Shares10.44K
TypeSH
Market value$1.77M
0.86%
Sole
0.00
Shared
10.44K
None
0.00

JPMORGAN CHASE & CO

DFND
CMN
Shares5.95K
TypeSH
Market value$1.75M
0.85%
Sole
0.00
Shared
5.95K
None
0.00

ELI LILLY & CO

DFND
CMN
Shares1.79K
TypeSH
Market value$1.65M
0.80%
Sole
0.00
Shared
1.79K
None
0.00

AMGEN INC.

DFND
CMN
Shares4.67K
TypeSH
Market value$1.64M
0.80%
Sole
0.00
Shared
4.67K
None
0.00

KLA CORP

DFND
CMN
Shares930.00
TypeSH
Market value$1.37M
0.66%
Sole
0.00
Shared
930.00
None
0.00

WESTERN DIGITAL CORPORATION

DFND
CMN
Shares4.91K
TypeSH
Market value$1.33M
0.64%
Sole
0.00
Shared
4.91K
None
0.00
Page 1 of 9