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Asset Manager ← All Institutions

AlpenGlobal Capital LLC

PO BOX 153, TAHOE CITY, CA 96145 • 415-424-4005

Q3 2025 · Filed 2025-08-15
Market Value
$0
-100.0%
Holdings
32
-1
New Purchases
0
Added To
0
Closed
32
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Consumer Cyclical 38.5%
Communication Services 25.7%
Financial Services 12.0%
Technology 10.3%
Industrials 4.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 16 $0 0%
Large Cap 15 $0 0%
Mid Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$855.2B
Median Market Cap
$189.7B
Avg P/E
37.6
Median P/E
28.0
Avg Dividend Yield
0.01%
Avg Beta
1.14
# Stocks
29
# ETFs / Funds
3

Top Holdings (32 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DIS —% -$5M -36,580 -100.0% SOLD
2 UBER —% -$1M -11,680 -100.0% SOLD
3 CMG —% -$9M -158,806 -100.0% SOLD
4 WSM —% -$7M -41,787 -100.0% SOLD
5 AXP —% -$7M -22,295 -100.0% SOLD
6 ECL —% -$3M -12,904 -100.0% SOLD
7 IBM —% -$1M -4,225 -100.0% SOLD
8 SYK —% -$2M -5,059 -100.0% SOLD
9 MA —% -$7M -11,711 -100.0% SOLD
10 MCD —% -$4M -13,371 -100.0% SOLD
11 RACE —% -$6M -11,508 -100.0% SOLD
12 NYT —% -$3M -60,900 -100.0% SOLD
13 COST —% -$7M -7,473 -100.0% SOLD
14 AMZN —% -$12M -54,106 -100.0% SOLD
15 BKNG —% -$8M -1,383 -100.0% SOLD
16 LULU —% -$4M -15,852 -100.0% SOLD
17 AAPL —% -$1M -4,960 -100.0% SOLD
18 META —% -$6M -7,956 -100.0% SOLD
19 ADBE —% -$5M -12,693 -100.0% SOLD
20 MELI —% -$11M -4,030 -100.0% SOLD
21 SPY —% -$2M -3,895 -100.0% SOLD
22 GOOGL —% -$7M -38,791 -100.0% SOLD
23 GOOG —% -$2M -11,488 -100.0% SOLD
24 MSFT —% -$8M -15,088 -100.0% SOLD
25 QQQ —% -$558K -1,011 -100.0% SOLD
26 QLD —% -$1M -9,678 -100.0% SOLD
27 TSLA —% -$12M -38,345 -100.0% SOLD
28 PYPL —% -$3M -39,984 -100.0% SOLD
29 NFLX —% -$18M -13,110 -100.0% SOLD
30 TTEK —% -$4M -103,379 -100.0% SOLD
31 LVMUY —% -$950K -9,041 -100.0% SOLD
32 ERJ —% -$1M -19,599 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
DIS —%
UBER —%
CMG —%
WSM —%
AXP —%
ECL —%
IBM —%
SYK —%
MA —%
MCD —%
RACE —%
NYT —%
COST —%
AMZN —%
BKNG —%
View SEC EDGAR Filings for AlpenGlobal Capital LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms