ALLIANCEBERNSTEIN L.P.

Long only active Low signal CIK 1109448
League rank
#7
in Long only active · #2055 overall
Long book
$308.81B
Q1 2026
Positions
3226
Top-10 weight
33%
concentration
Last quarter
+14.0%
SPY +14.8%
Turnover
5%
of book per quarter

Strategy in plain words

auto-generated from filings

ALLIANCEBERNSTEIN L.P. is an active long-only manager, running a $308.81B US long book across 3226 positions.

The portfolio is moderately concentrated (top 10 ≈ 33% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL C, APPLE INC.

Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 1 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+2.9%
Q2 2024
+4.8%
Q3 2024
+1.4%
Q4 2024
-5.1%
Q1 2025
+12.0%
Q2 2025
+6.0%
Q3 2025
+1.6%
Q4 2025
-5.3%
Q1 2026
+14.0%

Sector allocation

Technology
41%
Consumer discretionary
12%
Healthcare
11%
Financials
10%
Industrials
8%
Services media
7%
Other
3%
Consumer staples
2%

Long book by quarter

$282.59B
Q1 2024
$286.75B
Q2 2024
$297.73B
Q3 2024
$294.66B
Q4 2024
$276.40B
Q1 2025
$306.59B
Q2 2025
$317.56B
Q3 2025
$316.67B
Q4 2025
$308.81B
Q1 2026

What does ALLIANCEBERNSTEIN L.P. own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology98.5M$18.38B6.0%-2.6%
MSFT MICROSOFT CORPTechnology31.8M$15.38B5.0%-11.9%
AMZN AMAZON.COM INCConsumer discretionary52.6M$12.15B3.9%-2.4%
GOOG ALPHABET INC-CL CTechnology38.4M$12.07B3.9%-2.5%
AAPL APPLE INCTechnology42.7M$11.60B3.8%+4.9%
AVGO BROADCOM INCTechnology24.9M$8.61B2.8%-1.6%
META META PLATFORMS INC-CLASS ATechnology12.7M$8.37B2.7%-1.3%
V VISA INC-CLASS A SHARESServices media18.2M$6.37B2.1%-2.3%
LLY ELI LILLY & COHealthcare4.4M$4.76B1.5%-4.2%
NFLX NETFLIX INCServices media36.8M$3.45B1.1%+1.0%
GOOGL ALPHABET INC-CL ATechnology10.5M$3.29B1.1%+5.9%
COST COSTCO WHOLESALE CORPConsumer discretionary2.8M$2.39B0.8%-2.9%
PGR PROGRESSIVE CORPFinancials10.2M$2.31B0.7%-2.1%
HD HOME DEPOT INCConsumer discretionary6.5M$2.23B0.7%-5.3%
MNST MONSTER BEVERAGE CORPConsumer staples28.8M$2.21B0.7%+4.0%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials4.4M$2.20B0.7%+25.7%
ISRG INTUITIVE SURGICAL INCHealthcare3.8M$2.16B0.7%+2.5%
SYK STRYKER CORPHealthcare6.1M$2.13B0.7%-6.1%
UNH UNITEDHEALTH GROUP INCFinancials6.4M$2.13B0.7%-4.1%
TJX TJX COMPANIES INCConsumer discretionary12.9M$1.98B0.6%+11.4%
MCK MCKESSON CORPConsumer discretionary2.2M$1.84B0.6%-9.9%
VRTX VERTEX PHARMACEUTICALS INCHealthcare3.9M$1.77B0.6%-13.0%
JPM JPMORGAN CHASE & COFinancials5.2M$1.67B0.5%-4.3%
VRSK VERISK ANALYTICS INCTechnology7.2M$1.62B0.5%+30.9%
CDNS CADENCE DESIGN SYS INCTechnology5.0M$1.57B0.5%+26.4%
GE GENERAL ELECTRICIndustrials4.7M$1.46B0.5%+333.3%
TSLA TESLA INCIndustrials3.2M$1.46B0.5%+3.5%
JNJ JOHNSON & JOHNSONHealthcare6.9M$1.44B0.5%-9.7%
SHOP SHOPIFY INC - CLASS ATechnology8.8M$1.42B0.5%+34.6%
AMAT APPLIED MATERIALS INCTechnology5.5M$1.40B0.5%-14.9%
DIS WALT DISNEY CO/THEServices media12.3M$1.40B0.5%-4.7%
VEEV VEEVA SYSTEMS INC-CLASS ATechnology6.3M$1.40B0.5%+7.3%
BAC BANK OF AMERICA CORPFinancials25.1M$1.38B0.4%+13.0%
TXN TEXAS INSTRUMENTS INCTechnology7.6M$1.32B0.4%-3.1%
ADP AUTOMATIC DATA PROCESSINGTechnology5.1M$1.31B0.4%-14.8%
MA MASTERCARD INC - AServices media2.3M$1.31B0.4%-0.2%
CBOE CBOE GLOBAL MARKETS INCFinancials5.1M$1.27B0.4%-22.9%
TMO THERMO FISHER SCIENTIFIC INCOther2.2M$1.27B0.4%-10.6%
APP APPLOVIN CORP-CLASS ATechnology1.9M$1.27B0.4%+10.5%
SCHW SCHWAB (CHARLES) CORPFinancials12.5M$1.25B0.4%-5.0%
ABBV ABBVIE INCHealthcare5.4M$1.24B0.4%-19.3%
XOM EXXON MOBIL CORPEnergy10.0M$1.20B0.4%+37.9%
MRK MERCK & CO. INC.Healthcare11.3M$1.19B0.4%+30.9%
WMT WALMART INCConsumer discretionary10.5M$1.17B0.4%-16.4%
WFC WELLS FARGO & COFinancials12.5M$1.17B0.4%-11.2%
SHW SHERWIN-WILLIAMS CO/THEConsumer discretionary3.6M$1.16B0.4%-4.3%
RDDT REDDIT INC-CL ATechnology4.9M$1.12B0.4%+56.5%
QCOM QUALCOMM INCTechnology6.3M$1.08B0.3%-24.0%
MSI MOTOROLA SOLUTIONS INCTechnology2.8M$1.07B0.3%+7.1%
CSCO CISCO SYSTEMS INCTechnology13.8M$1.06B0.3%+23.4%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 20263251$308.81B canonicalSEC ↗
Q4 202513F-HRFeb 17, 20263258$316.67B canonicalSEC ↗
Q3 202513F-HRNov 14, 20253264$317.56B canonicalSEC ↗
Q2 202513F-HRAug 14, 20253257$306.60B canonicalSEC ↗
Q1 202513F-HRMay 15, 20253221$276.40B canonicalSEC ↗
Q4 202413F-HRFeb 12, 20253254$294.66B canonicalSEC ↗
Q3 202413F-HRNov 14, 20243257$297.74B canonicalSEC ↗
Q2 202413F-HRAug 14, 20243261$286.76B canonicalSEC ↗
Q1 202413F-HRMay 14, 20243165$282.60B canonicalSEC ↗