Aljian Capital Management, LLC
Long book
$486.8M
Q1 2026
Positions
131
Top-10 weight
69%
concentration
Last quarter
+13.7%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsAljian Capital Management, LLC is a diversified fundamental manager, running a $486.8M US long book across 131 positions.
The portfolio is concentrated: the top 10 names carry 69% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, ALPHABET INC-CL A, COSTCO WHOLESALE CORP, AMAZON.COM INC, NVIDIA CORP.
Over the last 9 quarters its long book ran on average 1pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+13.7%
Q2 2024
+1.9%
Q3 2024
+7.8%
Q4 2024
-8.8%
Q1 2025
+10.5%
Q2 2025
+10.7%
Q3 2025
+4.5%
Q4 2025
-4.2%
Q1 2026
+13.7%
Sector allocation
Technology 53%
Consumer discretionary 24%
Financials 5%
Industrials 5%
Services media 4%
Healthcare 3%
Other 2%
Energy 1%
Long book by quarter
What does Aljian Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 285.1K | $72.3M | 14.9% | -0.6% |
| GOOGL ALPHABET INC-CL A | Technology | 196.8K | $56.6M | 11.6% | -0.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 54.7K | $54.5M | 11.2% | -2.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 217.2K | $45.2M | 9.3% | -0.4% |
| NVDA NVIDIA CORP | Technology | 247.0K | $43.1M | 8.9% | +1.6% |
| GOOG ALPHABET INC-CL C | Technology | 83.7K | $24.0M | 4.9% | +0.1% |
| MSFT MICROSOFT CORP | Technology | 36.3K | $13.4M | 2.8% | +0.7% |
| NFLX NETFLIX INC | Services media | 97.3K | $9.4M | 1.9% | +2.0% |
| AVGO BROADCOM INC | Technology | 26.1K | $8.1M | 1.7% | +5.4% |
| WMT WALMART INC | Consumer discretionary | 61.3K | $7.6M | 1.6% | -0.4% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 47.6K | $7.0M | 1.4% | +0.8% |
| DECK DECKERS OUTDOOR CORP | Other | 66.0K | $6.6M | 1.4% | -10.6% |
| JPM JPMORGAN CHASE & CO | Financials | 20.1K | $5.9M | 1.2% | +8.9% |
| NOC NORTHROP GRUMMAN CORP | Technology | 8.4K | $5.7M | 1.2% | -6.0% |
| V VISA INC-CLASS A SHARES | Services media | 15.3K | $4.6M | 1.0% | -4.3% |
| LMT LOCKHEED MARTIN CORP | Industrials | 7.6K | $4.6M | 0.9% | -5.9% |
| SYK STRYKER CORP | Healthcare | 12.8K | $4.2M | 0.9% | -2.5% |
| CAT CATERPILLAR INC | Industrials | 5.6K | $4.0M | 0.8% | +0.1% |
| GEV GE VERNOVA INC | Industrials | 3.9K | $3.4M | 0.7% | +1.0% |
| PANW PALO ALTO NETWORKS INC | Technology | 21.2K | $3.4M | 0.7% | +8.0% |
| UNH UNITEDHEALTH GROUP INC | Financials | 12.1K | $3.3M | 0.7% | -9.3% |
| CRM SALESFORCE INC | Technology | 15.6K | $2.9M | 0.6% | -3.5% |
| C CITIGROUP INC | Financials | 23.4K | $2.7M | 0.5% | +0.8% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 7.4K | $2.6M | 0.5% | -23.4% |
| NET CLOUDFLARE INC - CLASS A | Technology | 12.3K | $2.5M | 0.5% | +11.1% |
| HD HOME DEPOT INC | Consumer discretionary | 7.5K | $2.5M | 0.5% | +4.5% |
| AMD ADVANCED MICRO DEVICES | Technology | 11.4K | $2.3M | 0.5% | +6.5% |
| GD GENERAL DYNAMICS CORP | Industrials | 6.7K | $2.3M | 0.5% | +14.7% |
| SBUX STARBUCKS CORP | Consumer discretionary | 24.9K | $2.2M | 0.5% | -8.4% |
| MCD MCDONALD'S CORP | Consumer discretionary | 7.1K | $2.2M | 0.5% | +4.7% |
| BAC BANK OF AMERICA CORP | Financials | 42.1K | $2.1M | 0.4% | +1.9% |
| AMGN AMGEN INC | Healthcare | 5.7K | $2.0M | 0.4% | +0.6% |
| ITW ILLINOIS TOOL WORKS | Industrials | 7.7K | $2.0M | 0.4% | -0.1% |
| INTU INTUIT INC | Technology | 4.4K | $1.9M | 0.4% | -1.3% |
| GE GENERAL ELECTRIC | Industrials | 6.7K | $1.9M | 0.4% | +17.1% |
| XOM EXXON MOBIL CORP | Energy | 11.1K | $1.9M | 0.4% | -0.1% |
| ETN EATON CORP PLC | Industrials | 4.7K | $1.7M | 0.3% | +0.9% |
| CEG CONSTELLATION ENERGY | Utilities | 6.0K | $1.7M | 0.3% | +5.9% |
| LLY ELI LILLY & CO | Healthcare | 1.8K | $1.7M | 0.3% | +48.6% |
| META META PLATFORMS INC-CLASS A | Technology | 2.8K | $1.6M | 0.3% | -0.5% |
| CINF CINCINNATI FINANCIAL CORP | Financials | 10.3K | $1.6M | 0.3% | Held |
| BX BLACKSTONE INC | Financials | 13.9K | $1.6M | 0.3% | +5.8% |
| ABBV ABBVIE INC | Healthcare | 7.0K | $1.5M | 0.3% | +15.0% |
| ECHO ECHOSTAR CORP-A | Communications | 12.7K | $1.5M | 0.3% | +144.3% |
| MA MASTERCARD INC - A | Services media | 2.9K | $1.5M | 0.3% | +0.1% |
| UBER UBER TECHNOLOGIES INC | Services media | 20.1K | $1.4M | 0.3% | +6.1% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 8.4K | $1.4M | 0.3% | +5.1% |
| TSLA TESLA INC | Industrials | 3.7K | $1.4M | 0.3% | New |
| ORCL ORACLE CORP | Technology | 9.2K | $1.3M | 0.3% | +17.2% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 5.7K | $1.3M | 0.3% | +33.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 131 | $486.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 121 | $502.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 20, 2025 | 122 | $496.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 4, 2025 | 121 | $455.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 25, 2025 | 117 | $420.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 30, 2025 | 116 | $459.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 7, 2024 | 120 | $427.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 36 | $301.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 6, 2024 | 35 | $269.1M | canonical | SEC ↗ |
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