Alamar Capital Management, LLC

CIK: 0001846995SEC EDGAR →

Portfolio Value

$189.2B

Holdings

74

As of

Q3 2025

New Positions

6

Closed Positions

5

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

36,367$22.3B
11.81%
2

ISHARES TR

91,810$8.6B
4.53%
3

ISHARES TR

89,216$7.4B
3.91%
4

TRADEWEB MKTS INC

35,908$6.9B
3.65%
5

ISHARES TR

67,261$6.7B
3.56%
6

PROGRESSIVE CORP

23,434$5.8B
3.06%
7

APPFOLIO INC

18,190$5.0B
2.65%
8

AMPHENOL CORP NEW

38,210$4.7B
2.50%
9

WORKIVA INC

54,207$4.7B
2.47%
10

VANGUARD INDEX FDS

23,799$4.5B
2.36%

Quarterly Changes

Top Buys

SPOTNEW
$3.8B
HOODNEW
$3.1B
ORCLNEW
$2.7B
VOO↑ Increased
$1.9B
ESTC↑ Increased
$1.3B

Top Sells

ACICLOSED
$2.3B
DC4↓ Decreased
$1.8B
SKWD↓ Decreased
$1.8B
TW↓ Decreased
$1.6B
VLOCLOSED
$1.3B

New Positions (6)

$3.8B · 5K shares
$3.1B · 22K shares
$2.7B · 9K shares
$259.6M · 5K shares
$232.0M · 700 shares
$196.3M · 11K shares

Closed Positions (5)

$2.3B · 109K shares
$1.3B · 9K shares
$1.2B · 4K shares
$1.2B · 14K shares
$209.5M · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services28$87.9B46.5%
Technology23$61.8B32.6%
Consumer Cyclical6$13.6B7.2%
Communication Services5$9.5B5.0%
Healthcare2$6.0B3.2%
Consumer Defensive2$4.5B2.4%
Unknown5$3.1B1.6%
Energy1$2.2B1.2%
Industrials1$232.0M0.1%
Utilities1$217.8M0.1%