Altman Advisors, Inc.

13F filer · CIK 0001731671

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$279MU.S. long equity reported on 13F

Positions7512 new · 4 closed

Net flow last quarter+$10.1MBuys minus sells

Top 10 positions weight28.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202675 positions
NVDANvidia Corp	$12.5M	4.48%	0.00%	-1.7%	Q4 2017
GOOGLAlphabet Inc.	$11.9M	4.26%	0.00%	-1.8%	Q4 2017
AAPLApple Inc.	$10.1M	3.61%	0.00%	-2.5%	Q4 2017
AMZNAmazon Com Inc	$9.49M	3.40%	0.00%	-1.1%	Q4 2017
LRCXLam Research Corp	$7.26M	2.60%	0.00%	-3.8%	Q4 2017
MSFTMicrosoft Corp	$6.4M	2.30%	0.00%	-0.6%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.35M	2.28%	0.00%	-2.3%	Q1 2021
TWLOTwilio Inc	$5.34M	1.92%	0.02%	-1.1%	Q2 2025
AVGOBroadcom Inc.	$5.19M	1.86%	0.00%	-1.2%	Q4 2017
AMDAdvanced Micro Devices Inc	$4.97M	1.79%	0.00%	Not reported	Q1 2019
METAMeta Platforms, Inc.	$4.65M	1.67%	Not reported	+14.3%	Q4 2017
LLYELI LILLY & Co	$3.88M	1.39%	0.00%	-5.1%	Q3 2024
ANETArista Networks, Inc.	$3.82M	1.37%	0.00%	-3.2%	Q1 2020
CBOECboe Global Markets, Inc.	$3.74M	1.34%	0.01%	Not reported	Q4 2017
IAUIshares Gold Trust	$3.67M	1.32%	0.01%	-14.8%	Q3 2021
MFGMizuho Financial Group Inc	$3.61M	1.29%	0.02%	-0.7%	Q1 2023
MUFGMitsubishi Ufj Financial Group Inc	$3.5M	1.26%	0.00%	-0.6%	Q1 2023
CCitigroup Inc	$3.43M	1.23%	0.00%	-1.2%	Q4 2017
DYDycom Industries Inc	$3.39M	1.22%	0.02%	-0.8%	Q4 2025
GNRCGenerac Holdings Inc.	$3.27M	1.17%	0.02%	-0.7%	Q3 2025
EXPEExpedia Group, Inc.	$3.23M	1.16%	0.01%	-1.0%	Q2 2021
GEVGE Vernova Inc.	$3.16M	1.13%	0.00%	-0.5%	Q1 2026
UBSUBS Group AG	$3.1M	1.11%	0.00%	-1.0%	Q1 2022
GSGoldman Sachs Group Inc	$3.08M	1.10%	0.00%	-0.6%	Q2 2021
MUMicron Technology Inc	$3.04M	1.09%	0.00%	New	Q2 2026
WMTWalmart Inc.	$3.03M	1.09%	0.00%	-21.8%	Q1 2020
GILDGilead Sciences, Inc.	$2.77M	0.99%	0.00%	-0.3%	Q1 2020
ETNEaton Corp plc	$2.64M	0.95%	0.00%	-0.8%	Q2 2021
MSMorgan Stanley	$2.63M	0.95%	0.00%	-3.4%	Q2 2022
IBMInternational Business Machines Corp	$2.58M	0.92%	0.00%	-0.9%	Q2 2018
CEGConstellation Energy Corp	$2.52M	0.91%	0.00%	-0.9%	Q2 2022
TIMBTim S.A.	$2.51M	0.90%	0.00%	-2.7%	Q1 2025
SCCOSouthern Copper Corp/	$2.51M	0.90%	0.00%	-0.7%	Q2 2018
VVisa Inc.	$2.49M	0.89%	0.00%	-0.7%	Q4 2017
ABBVAbbVie Inc.	$2.45M	0.88%	0.00%	-0.8%	Q4 2017
JNJJohnson & Johnson	$2.45M	0.88%	0.00%	-0.8%	Q2 2018
BACBank of America Corp	$2.43M	0.87%	0.00%	-0.5%	Q4 2017
JPMJPMorgan Chase & Co	$2.39M	0.86%	0.00%	-1.1%	Q4 2017
DEDeere & Co	$2.35M	0.84%	0.00%	-2.6%	Q1 2022
NVSNovartis AG	$2.33M	0.84%	0.00%	-0.5%	Q1 2023
MMM3m Co	$2.31M	0.83%	0.00%	-0.2%	Q4 2017
BRK.BBerkshire Hathaway Inc	$2.28M	0.82%	Not reported	-1.0%	Q2 2018
NFLXNetflix Inc	$2.26M	0.81%	0.00%	-0.2%	Q4 2017
PHMPultegroup Inc	$2.19M	0.79%	0.01%	-0.4%	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$2.17M	0.78%	0.00%	Not reported	Q3 2020
XOMExxonMobil Holdings Corp	$2.13M	0.76%	0.00%	-1.5%	Q1 2018
MAMastercard Inc	$2.11M	0.76%	0.00%	-1.1%	Q4 2018
AMCRAmcor plc	$2.1M	0.75%	0.01%	-0.4%	Q1 2026
GDGeneral Dynamics Corp	$2.09M	0.75%	0.00%	-0.5%	Q1 2022
COSTCostco Wholesale Corp	$2.08M	0.75%	0.00%	-0.4%	Q1 2020

Q1 2026Reported May 5, 202667 positions
NVDANvidia Corp	$11.1M	4.59%	0.00%	-0.8%	Q4 2017
GOOGLAlphabet Inc.	$9.71M	4.03%	0.00%	-1.7%	Q4 2017
AAPLApple Inc.	$9.04M	3.75%	0.00%	+2.6%	Q4 2017
AMZNAmazon Com Inc	$8.38M	3.47%	0.00%	+12.1%	Q4 2017
MSFTMicrosoft Corp	$6.39M	2.65%	0.00%	+9.9%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.6M	1.90%	0.00%	+4.4%	Q1 2021
CBOECboe Global Markets, Inc.	$4.34M	1.80%	0.01%	Not reported	Q4 2017
AVGOBroadcom Inc.	$4.31M	1.78%	0.00%	-0.3%	Q4 2017
IAUIshares Gold Trust	$4.3M	1.78%	0.01%	-20.6%	Q3 2021
WMTWalmart Inc.	$4.26M	1.77%	0.00%	-8.0%	Q1 2020
METAMeta Platforms, Inc.	$4.13M	1.71%	Not reported	+35.3%	Q4 2017
LRCXLam Research Corp	$3.72M	1.54%	0.00%	+1.5%	Q4 2017
TWLOTwilio Inc	$3.29M	1.36%	0.02%	+1.9%	Q2 2025
TIMBTim S.A.	$3.2M	1.32%	0.01%	-0.8%	Q1 2025
LLYELI LILLY & Co	$3.13M	1.30%	0.00%	+1.2%	Q3 2024
GILDGilead Sciences, Inc.	$3.07M	1.27%	0.00%	-2.3%	Q1 2020
NFLXNetflix Inc	$3.05M	1.26%	0.00%	+2.6%	Q4 2017
MFGMizuho Financial Group Inc	$3.01M	1.25%	0.02%	-10.9%	Q1 2023
MUFGMitsubishi Ufj Financial Group Inc	$3.01M	1.25%	0.00%	-12.6%	Q1 2023
EXPEExpedia Group, Inc.	$2.94M	1.22%	0.01%	+2.7%	Q2 2021
CEGConstellation Energy Corp	$2.86M	1.19%	0.00%	+1.5%	Q2 2022
ANETArista Networks, Inc.	$2.85M	1.18%	0.00%	-1.4%	Q1 2020
CCitigroup Inc	$2.81M	1.16%	0.00%	-13.4%	Q4 2017
XOMExxonMobil Holdings Corp	$2.68M	1.11%	0.00%	-17.8%	Q1 2018
GSGoldman Sachs Group Inc	$2.59M	1.07%	0.00%	+6.3%	Q2 2021
SCCOSouthern Copper Corp/	$2.47M	1.02%	0.00%	+0.7%	Q2 2018
UBSUBS Group AG	$2.47M	1.02%	0.00%	-9.7%	Q1 2022
SHELShell plc	$2.41M	1.00%	0.00%	-2.1%	Q1 2023
JNJJohnson & Johnson	$2.37M	0.98%	0.00%	-9.0%	Q2 2018
LNGCheniere Energy, Inc.	$2.37M	0.98%	0.00%	-17.3%	Q4 2017
GEVGE Vernova Inc.	$2.36M	0.98%	0.00%	New	Q1 2026
DYDycom Industries Inc	$2.29M	0.95%	0.02%	+1.4%	Q4 2025
NVSNovartis AG	$2.29M	0.95%	0.00%	-12.5%	Q1 2023
IBMInternational Business Machines Corp	$2.24M	0.93%	0.00%	-6.2%	Q2 2018
ETNEaton Corp plc	$2.24M	0.93%	0.00%	-10.6%	Q2 2021
CTSHCognizant Technology Solutions Corp	$2.22M	0.92%	0.01%	+55.4%	Q2 2025
COSTCostco Wholesale Corp	$2.22M	0.92%	0.00%	+3.1%	Q1 2020
VVisa Inc.	$2.21M	0.92%	0.00%	-3.1%	Q4 2017
BRK.BBerkshire Hathaway Inc	$2.21M	0.91%	Not reported	-32.3%	Q2 2018
GNRCGenerac Holdings Inc.	$2.2M	0.91%	0.02%	+110.1%	Q3 2025
JPMJPMorgan Chase & Co	$2.17M	0.90%	0.00%	-18.4%	Q4 2017
MSMorgan Stanley	$2.15M	0.89%	0.00%	-20.5%	Q2 2022
DEDeere & Co	$2.14M	0.89%	0.00%	-2.9%	Q1 2022
ABBVAbbVie Inc.	$2.13M	0.88%	0.00%	-6.9%	Q4 2017
ICEIntercontinental Exchange, Inc.	$2.11M	0.88%	0.00%	+2.1%	Q4 2017
PBRPetrobras - Petroleo Brasileiro SA	$2.1M	0.87%	0.00%	-17.7%	Q1 2023
BACBank of America Corp	$2.09M	0.86%	0.00%	-13.6%	Q4 2017
MAMastercard Inc	$2.07M	0.86%	0.00%	+1.9%	Q4 2018
MMM3m Co	$2.07M	0.86%	0.00%	-12.4%	Q4 2017
UBERUber Technologies, Inc	$2.06M	0.85%	0.00%	+3.8%	Q4 2019

Q4 2025Reported Feb 4, 202679 positions
NVDANvidia Corp	$11.9M	4.50%	0.00%	-3.0%	Q4 2017
GOOGLAlphabet Inc.	$10.8M	4.05%	0.00%	-2.6%	Q4 2017
AAPLApple Inc.	$9.44M	3.56%	0.00%	-0.9%	Q4 2017
AMZNAmazon Com Inc	$8.29M	3.12%	0.00%	+3.2%	Q4 2017
MSFTMicrosoft Corp	$7.59M	2.86%	0.00%	+2.6%	Q4 2018
IAUIshares Gold Trust	$5.41M	2.04%	0.01%	-6.8%	Q3 2021
AVGOBroadcom Inc.	$4.83M	1.82%	0.00%	-23.1%	Q4 2017
WMTWalmart Inc.	$4.15M	1.56%	0.00%	-0.4%	Q1 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.96M	1.49%	0.00%	-1.0%	Q1 2021
CBOECboe Global Markets, Inc.	$3.87M	1.46%	0.01%	Not reported	Q4 2017
TWLOTwilio Inc	$3.65M	1.38%	0.02%	+0.3%	Q2 2025
LLYELI LILLY & Co	$3.62M	1.36%	0.00%	-0.2%	Q3 2024
CEGConstellation Energy Corp	$3.57M	1.34%	0.00%	+0.2%	Q2 2022
METAMeta Platforms, Inc.	$3.52M	1.33%	Not reported	-17.2%	Q4 2017
EXPEExpedia Group, Inc.	$3.51M	1.32%	0.01%	-8.2%	Q2 2021
BRK.BBerkshire Hathaway Inc	$3.42M	1.29%	Not reported	+0.4%	Q2 2018
CCitigroup Inc	$3.34M	1.26%	0.00%	-5.7%	Q4 2017
UBSUBS Group AG	$3.24M	1.22%	0.00%	-2.5%	Q1 2022
MUFGMitsubishi Ufj Financial Group Inc	$3.22M	1.21%	0.00%	+0.7%	Q1 2023
MFGMizuho Financial Group Inc	$3.12M	1.17%	0.02%	-3.9%	Q1 2023
ANETArista Networks, Inc.	$3.09M	1.16%	0.00%	-1.0%	Q1 2020
CRWDCrowdStrike Holdings, Inc.	$3.04M	1.14%	0.00%	-4.2%	Q3 2020
LRCXLam Research Corp	$2.94M	1.11%	0.00%	-30.0%	Q4 2017
IBMInternational Business Machines Corp	$2.92M	1.10%	0.00%	-0.8%	Q2 2018
JPMJPMorgan Chase & Co	$2.91M	1.10%	0.00%	-1.1%	Q4 2017
MSMorgan Stanley	$2.91M	1.10%	0.00%	-3.0%	Q2 2022
NFLXNetflix Inc	$2.9M	1.09%	0.00%	+5.2%	Q4 2017
GILDGilead Sciences, Inc.	$2.76M	1.04%	0.00%	+0.8%	Q1 2020
BACBank of America Corp	$2.72M	1.03%	0.00%	-0.9%	Q4 2017
VVisa Inc.	$2.65M	1.00%	0.00%	+0.1%	Q4 2017
MMM3m Co	$2.61M	0.98%	0.00%	-1.6%	Q4 2017
GSGoldman Sachs Group Inc	$2.53M	0.95%	0.00%	-0.4%	Q2 2021
ORCLOracle Corp	$2.46M	0.93%	0.00%	+0.2%	Q2 2022
MCDMcdonalds Corp	$2.42M	0.91%	0.00%	+1.8%	Q4 2017
ABBVAbbVie Inc.	$2.41M	0.91%	0.00%	-33.6%	Q4 2017
TIMBTim S.A.	$2.36M	0.89%	0.01%	+0.2%	Q1 2025
NVSNovartis AG	$2.36M	0.89%	0.00%	-0.1%	Q1 2023
GDGeneral Dynamics Corp	$2.33M	0.88%	0.00%	-0.3%	Q1 2022
MAMastercard Inc	$2.32M	0.88%	0.00%	+0.3%	Q4 2018
XOMExxonMobil Holdings Corp	$2.31M	0.87%	0.00%	-0.3%	Q1 2018
DYDycom Industries Inc	$2.26M	0.85%	0.02%	New	Q4 2025
UBERUber Technologies, Inc	$2.25M	0.85%	0.00%	+0.2%	Q4 2019
ETNEaton Corp plc	$2.23M	0.84%	0.00%	-1.7%	Q2 2021
JNJJohnson & Johnson	$2.21M	0.83%	0.00%	-0.4%	Q2 2018
ISRGIntuitive Surgical Inc	$2.14M	0.80%	0.00%	+0.5%	Q1 2019
ICEIntercontinental Exchange, Inc.	$2.13M	0.80%	0.00%	+0.8%	Q4 2017
AMDAdvanced Micro Devices Inc	$2.09M	0.79%	0.00%	-3.6%	Q1 2019
SCCOSouthern Copper Corp/	$2.03M	0.76%	0.00%	-4.8%	Q2 2018
WCNWaste Connections, Inc.	$1.99M	0.75%	0.00%	-1.5%	Q1 2019
LNGCheniere Energy, Inc.	$1.97M	0.74%	0.00%	-1.2%	Q4 2017

Q3 2025Reported Nov 13, 202576 positions
NVDANvidia Corp	$12.3M	4.71%	0.00%	-0.5%	Q4 2017
AAPLApple Inc.	$8.92M	3.41%	0.00%	-0.2%	Q4 2017
GOOGLAlphabet Inc.	$8.57M	3.28%	0.00%	-1.6%	Q4 2017
MSFTMicrosoft Corp	$7.93M	3.03%	0.00%	-0.3%	Q4 2018
AMZNAmazon Com Inc	$7.65M	2.93%	0.00%	+0.2%	Q4 2017
AVGOBroadcom Inc.	$5.98M	2.29%	0.00%	-2.5%	Q4 2017
IAUIshares Gold Trust	$5.38M	2.06%	0.01%	+1.2%	Q3 2021
METAMeta Platforms, Inc.	$4.73M	1.81%	Not reported	+49.8%	Q4 2017
WMTWalmart Inc.	$3.86M	1.48%	0.00%	-0.6%	Q1 2020
CBOECboe Global Markets, Inc.	$3.78M	1.45%	0.01%	Not reported	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.68M	1.41%	0.00%	-0.4%	Q1 2021
ABBVAbbVie Inc.	$3.68M	1.41%	0.00%	+0.5%	Q4 2017
ORCLOracle Corp	$3.54M	1.36%	0.00%	-17.2%	Q2 2022
NFLXNetflix Inc	$3.52M	1.35%	0.00%	+0.1%	Q4 2017
ANETArista Networks, Inc.	$3.47M	1.33%	0.00%	-0.1%	Q1 2020
BRK.BBerkshire Hathaway Inc	$3.4M	1.30%	Not reported	+0.9%	Q2 2018
CEGConstellation Energy Corp	$3.32M	1.27%	0.00%	+1.1%	Q2 2022
CRWDCrowdStrike Holdings, Inc.	$3.32M	1.27%	0.00%	-0.2%	Q3 2020
LRCXLam Research Corp	$3.28M	1.26%	0.00%	-1.1%	Q4 2017
MUFGMitsubishi Ufj Financial Group Inc	$3.21M	1.23%	0.00%	+0.2%	Q1 2023
CCitigroup Inc	$3.08M	1.18%	0.00%	-2.2%	Q4 2017
MFGMizuho Financial Group Inc	$2.97M	1.14%	0.02%	-1.5%	Q1 2023
UBSUBS Group AG	$2.94M	1.13%	0.00%	-0.1%	Q1 2022
EXPEExpedia Group, Inc.	$2.89M	1.10%	0.01%	-0.3%	Q2 2021
JPMJPMorgan Chase & Co	$2.88M	1.10%	0.00%	-0.3%	Q4 2017
IBMInternational Business Machines Corp	$2.8M	1.07%	0.00%	+0.3%	Q2 2018
TIMBTim S.A.	$2.71M	1.04%	0.01%	+0.7%	Q1 2025
UBERUber Technologies, Inc	$2.7M	1.03%	0.00%	+0.4%	Q4 2019
MSMorgan Stanley	$2.69M	1.03%	0.00%	-0.7%	Q2 2022
ETNEaton Corp plc	$2.66M	1.02%	0.00%	0.0%	Q2 2021
BACBank of America Corp	$2.58M	0.99%	0.00%	+0.1%	Q4 2017
VVisa Inc.	$2.57M	0.98%	0.00%	+0.7%	Q4 2017
LLYELI LILLY & Co	$2.57M	0.98%	0.00%	+88.3%	Q3 2024
MMM3m Co	$2.57M	0.98%	0.00%	-1.9%	Q4 2017
TWLOTwilio Inc	$2.56M	0.98%	0.02%	+23.9%	Q2 2025
GILDGilead Sciences, Inc.	$2.48M	0.95%	0.00%	+1.5%	Q1 2020
LNGCheniere Energy, Inc.	$2.4M	0.92%	0.00%	+0.2%	Q4 2017
GDGeneral Dynamics Corp	$2.36M	0.90%	0.00%	+0.3%	Q1 2022
MCDMcdonalds Corp	$2.36M	0.90%	0.00%	+2.1%	Q4 2017
MAMastercard Inc	$2.31M	0.88%	0.00%	-0.1%	Q4 2018
GSGoldman Sachs Group Inc	$2.3M	0.88%	0.00%	+0.5%	Q2 2021
BABAAlibaba Group Holding Ltd	$2.27M	0.87%	0.00%	+1.2%	Q2 2018
PNCPNC Financial Services Group, Inc.	$2.21M	0.85%	0.00%	+0.1%	Q3 2022
ICEIntercontinental Exchange, Inc.	$2.2M	0.84%	0.00%	+0.7%	Q4 2017
NVSNovartis AG	$2.2M	0.84%	0.00%	+0.8%	Q1 2023
XOMExxonMobil Holdings Corp	$2.17M	0.83%	0.00%	+0.6%	Q1 2018
PHMPultegroup Inc	$2.05M	0.78%	0.01%	New	Q3 2025
WCNWaste Connections, Inc.	$2.03M	0.78%	0.00%	+1.1%	Q1 2019
HDHome Depot, Inc.	$2.02M	0.77%	0.00%	+0.5%	Q4 2017
COSTCostco Wholesale Corp	$2M	0.76%	0.00%	+0.7%	Q1 2020

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