AlphaYouSands Capital Management, LLC
Bought Bloom Energy, sold out of Irhythm Technologies. Portfolio down 22% to $25.5B.
$25.5B portfolio67 holdingstop 10 = 52%filed 2026-05-08
- 1NVDANvidia Corporation12.38%$3.2B - 18.1M shares-2.0M
- $2.0B - 5.9M shares-963K
- 3GOOGLAlphabet Inc5.78%$1.5B - 5.1M shares+185K
- 4AMZNAmazon Com Inc5.49%$1.4B - 6.7M shares-721K
- 5SHOPShopify Inc4.16%$1.1B - 8.9M shares-570K
- 6NFLXNetflix Inc.3.55%$905.2M - 9.4M shares-608K
- 7Spotify Technology S A3.41%$870.0M - 1.8M shares+324K
- 8Asml HLDG NV3.32%$845.1M - 640K shares-30K
- 9VVisa Inc3.29%$837.3M - 2.8M shares-320K
- 10MELIMercadolibre Inc3.23%$822.1M - 475K shares-34K
- 11NETCloudflare Inc2.96%$755.6M - 3.7M shares-70K
- 12METAMeta Platforms Inc2.87%$731.8M - 1.3M shares+24K
- 13ICEIntercontinental Exchange 2.71%$689.6M - 4.4M shares-1.1M
- 14CVNACarvana Co2.61%$665.6M - 2.1M shares-325K
- 15AXONAxon Enterprise Inc2.61%$664.4M - 1.6M shares-45K
- 16ISRGIntuitive Surgical Inc2.39%$609.1M - 1.3M shares-56K
- 17DASHDoordash Inc2.33%$594.2M - 4.0M shares-540K
- 18MSFTMicrosoft Corp2.22%$566.4M - 1.5M shares-941K
- 19IOTSamsara Inc1.95%$496.2M - 15.7M shares-3.5M
- 20Nu Hldgs LTD1.94%$493.5M - 34.3M shares-10.1M
- 21AVGOBroadcom Inc1.70%$434.2M - 1.4M shares-712K
- 22SESea LTD1.54%$391.6M - 4.7M shares-772K
- 23APPApplovin Corp1.52%$386.7M - 972K shares-492K
- 24PWRQuanta SVCS Inc1.35%$343.9M - 626K shares+49K
- 25XYZBlock Inc1.30%$331.6M - 5.5M shares-419K
- 26CRSCarpenter Technology Corp1.27%$324.5M - 823K shares+202K
- 27CSLCarlisle Cos Inc1.20%$306.8M - 920K shares-48K
- 28ARGXArgenx Se0.97%$248.5M - 340K shares-17K
- 29BEBloom Energy Corp0.95%$241.0M - 1.8M sharesNEW
- 30BLDRBuilders Firstsource Inc0.85%$215.8M - 2.6M shares-137K
- 31On HLDG AG0.84%$215.2M - 6.3M shares-310K
- 32Seagate Technology Hldngs PL0.82%$208.4M - 532K sharesNEW
- 33Flutter Entmt PLC0.80%$202.8M - 2.0M shares-98K
- 34TTEKTetra Tech Inc New0.79%$200.6M - 6.7M shares-348K
- 35MCKMckesson Corp0.68%$174.2M - 201K shares+27K
- 36CPNGCoupang Inc0.68%$173.2M - 9.2M shares-1.1M
- 37DDOGDatadog Inc0.65%$166.0M - 1.4M shares-107K
- 38LRCXLam Research Corp0.63%$161.4M - 755K sharesNEW
- 39RBLXRoblox Corp0.61%$154.2M - 2.7M shares-457K
- 40FWONKLiberty Media Corp Del0.52%$132.6M - 1.6M shares-523K
- 41KSPIKaspi KZ JSC0.46%$117.5M - 1.6M shares-362K
- 42TDGTransdigm Group Inc0.43%$109.3M - 94K shares-9K
- 43WCNWaste Connections Inc0.40%$103.1M - 635K shares-331K
- 44APHAmphenol Corp0.40%$101.8M - 806K shares-73K
- 45Ferrari N V0.38%$97.4M - 288K shares-22K
- 46RAREUltragenyx Pharmaceutical 0.26%$67.3M - 3.2M shares-271K
- 47BSXBoston Scientific Corp0.18%$46.2M - 736K shares-69K
- $41.3M - 5.0M shares-1.2M
- 49Grab Holdings Limited0.13%$33.4M - 9.1M shares-2.1M
- 50LLYEli Lilly & Co0.12%$30.2M - 33K sharesNEW
- 51Linde PLC0.11%$27.1M - 55K shares-5K
- 52PANWPalo Alto Networks Inc0.10%$25.8M - 161K shares-2K
- 53HDBHDFC Bank LTD0.09%$22.6M - 908K shares-5.2M
- 54KVYOKlaviyo Inc0.05%$11.6M - 595K shares-334K
- 55Stevanato Group S P A0.03%$6.8M - 497K shares+4K
- 56FIGFigma Inc0.02%$4.0M - 188K shares-2K
- $3.4M - 23K shares+3K
- 58NOWServicenow Inc0.01%$3.3M - 32K shares-3.8M
- 59GTLBGitlab Inc0.01%$2.8M - 127K shares-
- 60BABAAlibaba Group HLDG LTD<0.01%$978K - 8K shares+282
- 61TEAMAtlassian Corporation<0.01%$975K - 14K shares-122K
- 62AAPLApple Inc<0.01%$817K - 3K sharesNEW
- 63SNOWSnowflake Inc<0.01%$630K - 4K shares-8K
- 64ANETArista Networks Inc<0.01%$331K - 3K sharesNEW
- 65HOODRobinhood MKTS Inc<0.01%$260K - 4K sharesNEW
- 66AVAVAerovironment Inc<0.01%$246K - 1K sharesNEW
- 67LITELumentum Hldgs Inc<0.01%$219K - 312 sharesNEW
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.