EdgeMarket › What Fred Alger Management, Llc reported owning
What Fred Alger Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
22.8BPositions
444Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 2.9B | 12.5% | 16.4M | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 1.8B | 8.1% | 5.0M | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 1.5B | 6.5% | 7.2M | 258.63 | +15.6% |
| AAPL Apple Inc. | 1.2B | 5.2% | 4.6M | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 1.1B | 4.8% | 3.8M | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 1.0B | 4.5% | 1.8M | 549.90 | -26.5% |
| NBIS Nebius Group N.V. | 996.0M | 4.4% | 9.6M | 219.13 | +224.8% |
| AVGO Broadcom Inc. | 912.9M | 4.0% | 2.9M | 368.45 | +26.5% |
| WDC WESTERN DIGITAL CORP | 719.5M | 3.2% | 2.7M | 459.44 | +507.4% |
| TSLA Tesla, Inc. | 678.7M | 3.0% | 1.8M | 362.86 | +12.0% |
| APP AppLovin Corp | 466.9M | 2.1% | 1.2M | 305.77 | -25.9% |
| QXO QXO, Inc. | 435.1M | 1.9% | 22.4M | 13.76 | -28.6% |
| TLN Talen Energy Corp | 378.6M | 1.7% | 1.2M | 314.46 | -12.7% |
| NTRA Natera, Inc. | 351.3M | 1.5% | 1.8M | 332.03 | +106.7% |
| GEV GE Vernova Inc. | 297.6M | 1.3% | 340.7K | 956.85 | +58.3% |
| ALAB Astera Labs, Inc. | 282.0M | 1.2% | 2.6M | 284.97 | +65.2% |
| SE Sea Ltd | 279.1M | 1.2% | 3.4M | 117.53 | -34.2% |
| GFL GFL Environmental Inc. | 251.1M | 1.1% | 6.0M | 41.05 | -18.7% |
| ARWR ARROWHEAD PHARMACEUTICALS, INC. | 209.6M | 0.9% | 3.3M | 87.11 | +331.2% |
| unmapped CUSIP 422806208 | 202.9M | 0.9% | 961.4K | — | — |
| NFLX NETFLIX INC | 195.5M | 0.9% | 2.0M | 79.59 | -34.4% |
| ISRG INTUITIVE SURGICAL INC | 178.3M | 0.8% | 386.7K | 378.81 | -21.2% |
| MELI MERCADOLIBRE INC | 163.8M | 0.7% | 94.7K | 1,922.73 | -17.7% |
| AZN ASTRAZENECA PLC | 151.4M | 0.7% | 768.8K | 165.98 | — |
| ROKU ROKU, INC | 150.6M | 0.7% | 1.6M | 157.49 | +78.0% |
| RKT Rocket Companies, Inc. | 145.2M | 0.6% | 10.2M | 13.93 | -21.6% |
| BIIB BIOGEN INC. | 134.4M | 0.6% | 733.2K | 216.78 | +56.0% |
| FIGR Figure Technology Solutions, Inc. | 130.3M | 0.6% | 3.8M | 39.10 | — |
| VRT Vertiv Holdings Co | 118.5M | 0.5% | 472.9K | 261.95 | +105.4% |
| NET Cloudflare, Inc. | 111.0M | 0.5% | 538.1K | 293.14 | +51.7% |
| CAH CARDINAL HEALTH INC | 110.4M | 0.5% | 522.5K | 229.51 | +50.1% |
| SHOP SHOPIFY INC. | 110.4M | 0.5% | 930.7K | 149.25 | +8.7% |
| LLY ELI LILLY & Co | 109.2M | 0.5% | 118.8K | 1,255.40 | +78.0% |
| MDB MongoDB, Inc. | 107.4M | 0.5% | 438.6K | 430.83 | +102.6% |
| WELL WELLTOWER INC. | 105.5M | 0.5% | 533.5K | 239.22 | +44.1% |
| DNTH Dianthus Therapeutics, Inc. /DE/ | 97.5M | 0.4% | 1.2M | 111.10 | +374.4% |
| RBC RBC Bearings INC | 97.3M | 0.4% | 179.1K | 505.63 | +28.7% |
| PLTR Palantir Technologies Inc. | 95.2M | 0.4% | 651.1K | 179.94 | +15.3% |
| DD DuPont de Nemours, Inc. | 92.7M | 0.4% | 2.0M | 138.33 | -38.1% |
| BSX BOSTON SCIENTIFIC CORP | 91.3M | 0.4% | 1.5M | 50.37 | -52.5% |
| ANET Arista Networks, Inc. | 83.8M | 0.4% | 682.8K | 188.65 | +43.5% |
| JNJ JOHNSON & JOHNSON | 81.8M | 0.4% | 334.6K | 270.24 | +51.1% |
| HOOD Robinhood Markets, Inc. | 77.2M | 0.3% | 1.1M | 108.13 | +2.6% |
| NRG NRG ENERGY, INC. | 72.6M | 0.3% | 497.1K | 113.11 | -23.7% |
| ASND Ascendis Pharma A/S | 69.7M | 0.3% | 304.9K | 253.29 | +31.4% |
| GOOGL Alphabet Inc. | 66.6M | 0.3% | 231.5K | 344.82 | +73.0% |
| TPC TUTOR PERINI CORP | 62.5M | 0.3% | 809.7K | 91.27 | +63.0% |
| CEG Constellation Energy Corp | 59.2M | 0.3% | 212.0K | 272.88 | -13.2% |
| FTAI FTAI Aviation Ltd. | 58.8M | 0.3% | 239.9K | 209.70 | +49.4% |
| GH Guardant Health, Inc. | 57.5M | 0.3% | 622.3K | 170.69 | +191.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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