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Equity · Estados Unidos
Las 38 mayores posiciones de ALFA de 38 en total, a 2026-09-08. La cartera es del fondo, no de esta línea concreta: es la misma en todos los mercados donde cotiza.
Peso de las mostradas
100%
En compañías con ficha
84,53%
Posiciones del fondo
38
| # | Posición | Peso |
|---|---|---|
| 1 | Bill.com Holdings, Inc.BILL | 3,15% |
| 2 | Nutanix, Inc.NTNX | 3,12% |
| 3 | Roku, Inc.ROKU | 3,03% |
| 4 | Generac Holdings Inc.GNRC | 2,98% |
| 5 | Sunrun Inc.RUN | 2,97% |
| 6 | Shopify Inc.SHOP | 2,95% |
| 7 | HubSpot, Inc.HUBS | 2,9% |
| 8 | DoorDash, Inc.DASH | 2,88% |
| 9 | Everbridge, Inc.EVBG | 2,87% |
| 10 | Illumina, Inc.ILMN | 2,87% |
| 11 | Twilio Inc.TWLO | 2,86% |
| 12 | Carvana Co.CVNA | 2,86% |
| 13 | MercadoLibre, Inc.MELI | 2,82% |
| 14 | PayPal Holdings, Inc.PYPL | 2,8% |
| 15 | Papa John's International, Inc.PZZA | 2,78% |
| 16 | Etsy, Inc.ETSY | 2,75% |
| 17 | Tesla, Inc.TSLA | 2,69% |
| 18 | Amazon.com, Inc.AMZN | 2,67% |
| 19 | Apple Inc.AAPL | 2,66% |
| 20 | FabrinetFN | 2,66% |
| 21 | Snowflake Inc.SNOW | 2,62% |
| 22 | Skyline Champion CorporationSKY | 2,61% |
| 23 | Facebook, Inc.FB | 2,6% |
| 24 | Alphabet Inc.GOOGL | 2,59% |
| 25 | Horizon Therapeutics Public Limited CompanyHZNP | 2,59% |
| 26 | Costco Wholesale CorporationCOST | 2,58% |
| 27 | Wayfair Inc.W | 2,57% |
| 28 | Netflix, Inc.NFLX | 2,57% |
| 29 | Palo Alto Networks, Inc.PANW | 2,55% |
| 30 | SelectQuote, Inc.SLQT | 2,51% |
| 31 | The Walt Disney CompanyDIS | 2,48% |
| 32 | Lam Research CorporationLRCX | 2,43% |
| 33 | Triton International LimitedTRTN | 2,42% |
| 34 | Eventbrite, Inc.EB | 2,38% |
| 35 | Brooks Automation, Inc.BRKS | 2,34% |
| 36 | Lithia Motors, Inc.LAD | 2,33% |
| 37 | Coupang, Inc.CPNG | 2,32% |
| 38 | ?Cash&Other | 0,27% |
Las posiciones subrayadas llevan a su ficha: son compañías que cubrimos con datos propios.