Alpha Family Trust has disclosed its latest investment holdings in a recent SEC filing, shedding light on its strategic focus within the technology sector. The filing, submitted on November 4, 2026, provides insights into the trust's investment strategies and highlights its significant stakes in leading tech companies.

The trust's portfolio includes substantial investments in major players such as NVIDIA Corporation, Alphabet Inc., and Apple Inc. This focus on high-growth sectors reflects a broader trend among institutional investors seeking to capitalize on the rapid advancements in technology and digital services.

Background

Alpha Family Trust, incorporated in California, is categorized as an "other" entity type. The trust has been actively filing Form 13F-HR reports, with its latest submission detailing its holdings as of September 30, 2026. The trust's business address is located at 2121 Avenue of the Stars, Suite #800, Los Angeles, CA 90067.

What the Filing Says

In the filing, Alpha Family Trust reported a total portfolio value of approximately $248.6 million, with a total of 200 entries in its holdings. Notably, the trust has disclosed investments in:

  • NVIDIA Corporation - 113,810 shares valued at $22,772,243
  • Alphabet Inc. - 52,375 shares valued at $18,717,254
  • Apple Inc. - 60,770 shares valued at $17,584,407
  • Microsoft Corporation - 32,070 shares valued at $11,962,751
  • Amazon.com Inc. - 45,875 shares valued at $10,933,848

The trust's holdings reflect a diversified approach, with significant investments across various sectors, particularly in technology and consumer electronics.

Impact

This filing may have implications for other institutional investors and market participants, as it highlights the trust's confidence in the technology sector's growth potential. The significant stakes in leading companies like NVIDIA and Alphabet suggest a competitive positioning within the investment landscape, potentially influencing other investors' strategies as they assess market opportunities.

What's Next

The filing does not specify what actions Alpha Family Trust may take next regarding its investments. However, the regularity of its 13F-HR filings indicates ongoing monitoring and potential adjustments to its portfolio based on market conditions.

For further details, the full filing can be accessed through the SEC's EDGAR database under accession number 0001193125-26-447461.