Alpha Family Trust
•CIK: 1568991•Filing: Q4 2025
**Alpha Family Trust** manages $219M across a diversified portfolio of 195 positions. The fund maintains significant exposure to mega-cap technology leaders, with top holdings including NVDA at $22.3M and GOOGL at $16.6M. Core allocations are further weighted toward AAPL ($16.5M), MSFT ($16.0M), and AMZN ($10.6M). This concentration signals a focused, large-cap growth mandate within the technology sector.
Total AUM
$219.5M
QoQ Performance
+2.9%
Positions
195
Top 10 Concentration
51.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
GOOGL
AAPL
MSFT
NVDA10.2%
GOOGL7.6%
AAPL7.5%
MSFT7.3%
AMZN4.8%
AVGO4.2%
META3.4%
TSLA2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology46.6%
Other25.1%
Consumer11.3%
Healthcare4.9%
Financial4.3%
Communication2.7%
Industrial2.3%
Consumer Staples1.0%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW18 new positions
↑10 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023