Alden Global Capital LLC
Net buyer this quarter
$273M
18
+$32.8M
79.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $53.7M | 19.72% | 0.00% | +33.2% | Q3 2023 |
 ET | $26.2M | 9.62% | 0.04% | Not reported | Q1 2023 |
 ORCL | $26M | 9.54% | 0.01% | +94.2% | Q4 2025 |
 C | $23.9M | 8.76% | 0.01% | Not reported | Q3 2020 |
 VST | $22.1M | 8.13% | 0.04% | +81.9% | Q3 2024 |
 DELL | $17.3M | 6.34% | 0.01% | -74.6% | Q2 2025 |
 AMZN | $15.1M | 5.53% | 0.00% | Not reported | Q4 2022 |
 VNET | $11.6M | 4.24% | 1.49% | +55.9% | Q4 2021 |
 NBIS | $11.1M | 4.09% | 0.02% | +140.5% | Q1 2015 |
 UBER | $10M | 3.68% | 0.01% | Not reported | Q1 2023 |
 BABA | $9.13M | 3.35% | 0.01% | +101.6% | Q4 2021 |
 PLTR | $9.05M | 3.32% | 0.00% | New | Q2 2026 |
 APH | $7.1M | 2.60% | 0.00% | New | Q2 2026 |
 BRSL | $5.94M | 2.18% | 0.30% | Not reported | Q1 2020 |
 GDS | $5.16M | 1.89% | 0.02% | Not reported | Q1 2022 |
 CRWV | $5.07M | 1.86% | Not reported | New | Q2 2026 |
 RITM | $3.11M | 1.14% | 0.06% | Not reported | Q3 2023 |
 XZO | $1.65M | 0.61% | 0.11% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $35.2M | 19.86% | 0.00% | +34.2% | Q3 2023 |
| ET | $26.5M | 14.94% | 0.04% | Not reported | Q1 2023 |
| DELL | $25.9M | 14.62% | 0.02% | +125.5% | Q2 2025 |
| C | $19.3M | 10.93% | 0.01% | -16.2% | Q3 2020 |
| ORCL | $13.4M | 7.59% | 0.00% | +33.7% | Q4 2025 |
| AMZN | $13.2M | 7.44% | 0.00% | +182.2% | Q4 2022 |
| VST | $11.5M | 6.52% | 0.02% | +1.6% | Q3 2024 |
| UBER | $10M | 5.65% | 0.01% | +177.4% | Q1 2023 |
| VNET | $7.74M | 4.37% | 0.96% | -14.2% | Q4 2021 |
| BABA | $5.92M | 3.34% | 0.00% | -38.5% | Q4 2021 |
| RITM | $3.14M | 1.78% | 0.06% | -28.2% | Q3 2023 |
| NBIS | $1.74M | 0.98% | 0.01% | Not reported | Q1 2015 |
| XZO | $1.44M | 0.81% | 0.11% | -20.0% | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $28M | 13.18% | 0.00% | -1.0% | Q3 2023 |
| C | $23.7M | 11.17% | 0.01% | -32.5% | Q3 2020 |
| ET | $22.6M | 10.63% | 0.04% | Not reported | Q1 2023 |
 EXE | $14.5M | 6.81% | 0.06% | -5.1% | Q1 2024 |
| ORCL | $13.3M | 6.27% | 0.00% | New | Q4 2025 |
| VST | $12.2M | 5.74% | 0.02% | +47.3% | Q3 2024 |
 HCI | $12.1M | 5.68% | 0.48% | Not reported | Q2 2025 |
| BABA | $11.2M | 5.29% | 0.00% | +44.7% | Q4 2021 |
| VNET | $9.1M | 4.28% | 1.12% | +9.4% | Q4 2021 |
| DELL | $8.8M | 4.14% | 0.01% | -41.9% | Q2 2025 |
 UNH | $5.86M | 2.76% | 0.00% | Not reported | Q2 2025 |
 KGS | $5.57M | 2.62% | 0.17% | -17.1% | Q2 2025 |
| AMZN | $5.17M | 2.43% | 0.00% | Not reported | Q4 2022 |
| RITM | $5.03M | 2.37% | 0.08% | +24.7% | Q3 2023 |
| UBER | $4.1M | 1.93% | 0.00% | Not reported | Q1 2023 |
 JD | $3.25M | 1.53% | 0.01% | Not reported | Q1 2023 |
| XZO | $2.97M | 1.40% | 0.13% | New | Q4 2025 |
 SLDE | $2.53M | 1.19% | 0.10% | New | Q4 2025 |
 TREX | $2M | 0.94% | 0.05% | New | Q4 2025 |
| Q3 2025 | |||||
| C | $30.6M | 17.89% | 0.02% | Not reported | Q3 2020 |
| NVDA | $28.3M | 16.55% | 0.00% | -1.6% | Q3 2023 |
| ET | $23.5M | 13.75% | 0.04% | +84.1% | Q1 2023 |
| DELL | $17.1M | 9.97% | 0.02% | +15.1% | Q2 2025 |
| EXE | $14.7M | 8.58% | 0.06% | +144.8% | Q1 2024 |
| HCI | $12.1M | 7.06% | 0.49% | +213.1% | Q2 2025 |
| VNET | $10.2M | 5.93% | 1.02% | Not reported | Q4 2021 |
| VST | $10.1M | 5.87% | 0.02% | +24.3% | Q3 2024 |
| BABA | $9.47M | 5.53% | 0.00% | -23.6% | Q4 2021 |
| KGS | $6.63M | 3.88% | 0.21% | +211.6% | Q2 2025 |
| RITM | $4.22M | 2.46% | 0.07% | +28.3% | Q3 2023 |
| BRSL | $3.37M | 1.97% | 0.10% | Not reported | Q1 2020 |
 EQT | $953K | 0.56% | 0.00% | Not reported | Q1 2022 |