ALTA CAPITAL MANAGEMENT LLC/

PrivateCIK: 1093589

Location

SALT LAKE CITY, UT

100

Positions

$1.29B

Total AUM (reported)

5.60M

Total Shares

Allocation by class

COM$1.29B100.0%

Portfolio Concentration

Top 3$272.71M21.1%

4–10$363.37M28.1%

11–25$388.24M30.1%

Rest$267.04M20.7%

Top 3 weight

21.1%

Top 10 weight

49.3%

Voting Authority Distribution

Total shares with voting rights: 5.60M

Sole

Full voting authority

4.46M

% of voting shares79.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.14M

% of voting shares20.3%

Investment Discretion (by position count)

Sole100

Shared0

Other0

Dominant voting typeSole · 79.7% of voting shares

Institutional Holdings100

Rows:

Nvidia Corp

SOLE

COM

Shares590.12K

TypeSH

Market value$102.92M

7.97%

Sole

458.99K

Shared

0.00

None

131.13K

Alphabet Inc Cl A

SOLE

COM

Shares302.36K

TypeSH

Market value$86.95M

6.73%

Sole

236.97K

Shared

0.00

None

65.39K

Amazon.com Inc

SOLE

COM

Shares397.76K

TypeSH

Market value$82.84M

6.42%

Sole

305.06K

Shared

0.00

None

92.70K

Microsoft Corp

SOLE

COM

Shares199.07K

TypeSH

Market value$73.69M

5.71%

Sole

154.27K

Shared

0.00

None

44.79K

Broadcom Inc

SOLE

COM

Shares211.62K

TypeSH

Market value$65.50M

5.07%

Sole

169.29K

Shared

0.00

None

42.33K

Meta Platforms Inc

SOLE

COM

Shares87.17K

TypeSH

Market value$49.88M

3.86%

Sole

68.44K

Shared

0.00

None

18.73K

Amphenol Corp

SOLE

COM

Shares394.25K

TypeSH

Market value$49.81M

3.86%

Sole

296.68K

Shared

0.00

None

97.58K

Apple Inc

SOLE

COM

Shares174.44K

TypeSH

Market value$44.27M

3.43%

Sole

130.43K

Shared

0.00

None

44.01K

TJX Companies

SOLE

COM

Shares261.06K

TypeSH

Market value$41.69M

3.23%

Sole

201.16K

Shared

0.00

None

59.90K

Mastercard Inc

SOLE

COM

Shares77.11K

TypeSH

Market value$38.53M

2.98%

Sole

59.68K

Shared

0.00

None

17.43K

Eaton Corp

SOLE

COM

Shares104.89K

TypeSH

Market value$37.52M

2.91%

Sole

84.20K

Shared

0.00

None

20.69K

Thermo Fisher Sci

SOLE

COM

Shares65.91K

TypeSH

Market value$32.40M

2.51%

Sole

50.52K

Shared

0.00

None

15.39K

Mercadolibre Inc

SOLE

COM

Shares18.59K

TypeSH

Market value$32.15M

2.49%

Sole

13.73K

Shared

0.00

None

4.86K

Autozone Inc

SOLE

COM

Shares9.37K

TypeSH

Market value$31.65M

2.45%

Sole

7.24K

Shared

0.00

None

2.13K

ASML Holdings

SOLE

COM

Shares22.89K

TypeSH

Market value$30.24M

2.34%

Sole

17.89K

Shared

0.00

None

5.01K

Booking Holdings

SOLE

COM

Shares7.05K

TypeSH

Market value$29.67M

2.30%

Sole

5.38K

Shared

0.00

None

1.67K

Berkshire Hthwy Cl B

SOLE

COM

Shares59.89K

TypeSH

Market value$28.70M

2.22%

Sole

46.91K

Shared

0.00

None

12.97K

S&P Global Inc

SOLE

COM

Shares64.16K

TypeSH

Market value$27.29M

2.11%

Sole

49.46K

Shared

0.00

None

14.70K

Waste Management

SOLE

COM

Shares114.39K

TypeSH

Market value$26.29M

2.04%

Sole

85.34K

Shared

0.00

None

29.05K

Intuit Inc

SOLE

COM

Shares57.93K

TypeSH

Market value$25.05M

1.94%

Sole

45.20K

Shared

0.00

None

12.74K

Sherwin Williams Co

SOLE

COM

Shares66.72K

TypeSH

Market value$21.39M

1.66%

Sole

49.58K

Shared

0.00

None

17.14K

Visa Inc

SOLE

COM

Shares68.19K

TypeSH

Market value$20.61M

1.60%

Sole

53.93K

Shared

0.00

None

14.26K

Bj's Wholesale Club

SOLE

COM

Shares175.06K

TypeSH

Market value$17.23M

1.33%

Sole

142.04K

Shared

0.00

None

33.02K

Vistra Corp

SOLE

COM

Shares96.30K

TypeSH

Market value$14.48M

1.12%

Sole

83.01K

Shared

0.00

None

13.30K

CME Group Inc

SOLE

COM

Shares46.03K

TypeSH

Market value$13.59M

1.05%

Sole

37.23K

Shared

0.00

None

8.80K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Nvidia CorpSOLE	COM	590.12K	SH	$102.92M 7.97%	458.99K	131.13K
Alphabet Inc Cl ASOLE	COM	302.36K	SH	$86.95M 6.73%	236.97K	65.39K
Amazon.com IncSOLE	COM	397.76K	SH	$82.84M 6.42%	305.06K	92.70K
Microsoft CorpSOLE	COM	199.07K	SH	$73.69M 5.71%	154.27K	44.79K
Broadcom IncSOLE	COM	211.62K	SH	$65.50M 5.07%	169.29K	42.33K
Meta Platforms IncSOLE	COM	87.17K	SH	$49.88M 3.86%	68.44K	18.73K
Amphenol CorpSOLE	COM	394.25K	SH	$49.81M 3.86%	296.68K	97.58K
Apple IncSOLE	COM	174.44K	SH	$44.27M 3.43%	130.43K	44.01K
TJX CompaniesSOLE	COM	261.06K	SH	$41.69M 3.23%	201.16K	59.90K
Mastercard IncSOLE	COM	77.11K	SH	$38.53M 2.98%	59.68K	17.43K
Eaton CorpSOLE	COM	104.89K	SH	$37.52M 2.91%	84.20K	20.69K
Thermo Fisher SciSOLE	COM	65.91K	SH	$32.40M 2.51%	50.52K	15.39K
Mercadolibre IncSOLE	COM	18.59K	SH	$32.15M 2.49%	13.73K	4.86K
Autozone IncSOLE	COM	9.37K	SH	$31.65M 2.45%	7.24K	2.13K
ASML HoldingsSOLE	COM	22.89K	SH	$30.24M 2.34%	17.89K	5.01K
Booking HoldingsSOLE	COM	7.05K	SH	$29.67M 2.30%	5.38K	1.67K
Berkshire Hthwy Cl BSOLE	COM	59.89K	SH	$28.70M 2.22%	46.91K	12.97K
S&P Global IncSOLE	COM	64.16K	SH	$27.29M 2.11%	49.46K	14.70K
Waste ManagementSOLE	COM	114.39K	SH	$26.29M 2.04%	85.34K	29.05K
Intuit IncSOLE	COM	57.93K	SH	$25.05M 1.94%	45.20K	12.74K
Sherwin Williams CoSOLE	COM	66.72K	SH	$21.39M 1.66%	49.58K	17.14K
Visa IncSOLE	COM	68.19K	SH	$20.61M 1.60%	53.93K	14.26K
Bj's Wholesale ClubSOLE	COM	175.06K	SH	$17.23M 1.33%	142.04K	33.02K
Vistra CorpSOLE	COM	96.30K	SH	$14.48M 1.12%	83.01K	13.30K
CME Group IncSOLE	COM	46.03K	SH	$13.59M 1.05%	37.23K	8.80K

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