Alamar Capital Management, LLC

13F filer · CIK 0001846995

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$198MU.S. long equity reported on 13F

Positions686 new · 2 closed

Net flow last quarter-$13.7MBuys minus sells

Top 10 positions weight30.9%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 7, 202668 positions
SNDKSandisk Corp	$29M	14.68%	0.01%	-23.5%	Q4 2025
DELLDell Technologies Inc.	$5.05M	2.55%	0.00%	-6.3%	Q2 2023
FTNTFortinet, Inc.	$3.97M	2.01%	0.00%	-9.9%	Q4 2020
PGRProgressive Corp	$3.69M	1.86%	0.00%	+8.5%	Q4 2020
APHAmphenol Corp	$3.49M	1.76%	0.00%	-39.9%	Q1 2025
THCTenet Healthcare Corp	$3.38M	1.71%	0.02%	+62.5%	Q1 2026
HCAHCA Healthcare, Inc.	$3.31M	1.67%	0.00%	+0.8%	Q4 2020
TWTradeweb Markets Inc.	$3.31M	1.67%	33175.00%	+7.6%	Q4 2020
OKTAOkta, Inc.	$2.98M	1.51%	Not reported	-38.7%	Q3 2024
SPOTSpotify Technology S.A.	$2.89M	1.46%	0.00%	+31.2%	Q4 2020
APPFAppfolio Inc	$2.88M	1.46%	Not reported	+12.0%	Q1 2025
HOODRobinhood Markets, Inc.	$2.81M	1.42%	0.01%	+10.8%	Q3 2025
WDAYWorkday, Inc.	$2.8M	1.41%	0.01%	+46.4%	Q4 2020
MDBMongoDB, Inc.	$2.79M	1.41%	0.01%	+4.6%	Q1 2023
TELTE Connectivity plc	$2.74M	1.38%	0.00%	+11.1%	Q4 2025
PANWPalo Alto Networks Inc	$2.57M	1.30%	0.00%	-38.2%	Q1 2021
ESTCElastic N.V.	$2.17M	1.10%	0.04%	-11.0%	Q2 2025
SKWDSkyward Specialty Insurance Group, Inc.	$2.17M	1.10%	0.08%	-10.7%	Q2 2024
RBRKRubrik, Inc.	$2.14M	1.08%	Not reported	-8.4%	Q1 2026
MSCIMSCI Inc.	$2.08M	1.05%	0.01%	-9.9%	Q4 2020
INTAIntapp, Inc.	$2.04M	1.03%	0.11%	-10.1%	Q4 2021
NFLXNetflix Inc	$2.02M	1.02%	0.00%	-10.0%	Q2 2024
AMDAdvanced Micro Devices Inc	$1.98M	1.00%	0.00%	Not reported	Q3 2022
XYZBlock, Inc.	$1.91M	0.97%	Not reported	-10.5%	Q4 2020
ABNBAirbnb, Inc.	$1.91M	0.96%	Not reported	-33.5%	Q4 2023
ISRGIntuitive Surgical Inc	$1.73M	0.88%	0.00%	+22.3%	Q4 2020
BOOTBoot Barn Holdings, Inc.	$1.69M	0.86%	0.03%	New	Q2 2026
FDSFactset Research Systems Inc	$1.64M	0.83%	0.02%	New	Q2 2026
WKWorkiva Inc	$1.54M	0.78%	Not reported	-10.4%	Q4 2020
MCKMckesson Corp	$1.39M	0.71%	0.00%	-8.6%	Q1 2026
AAPLApple Inc.	$1.31M	0.66%	0.00%	Not reported	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.28M	0.65%	Not reported	+2.7%	Q1 2021
KHCKraft Heinz Co	$1.18M	0.60%	0.00%	-9.9%	Q3 2022
AMZNAmazon Com Inc	$1.13M	0.57%	0.00%	Not reported	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.13M	0.57%	Not reported	-4.3%	Q4 2020
ORCLOracle Corp	$1.11M	0.56%	0.00%	-10.9%	Q3 2025
WRBBerkley W R Corp	$1.09M	0.55%	0.00%	-50.0%	Q2 2023
CATCaterpillar Inc	$1.06M	0.54%	0.00%	Not reported	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.04M	0.53%	Not reported	Not reported	Q4 2020
MNSTMonster Beverage Corp	$952K	0.48%	0.00%	New	Q2 2026
GOOGLAlphabet Inc.	$873K	0.44%	0.00%	Not reported	Q4 2020
DXCMDexcom Inc	$814K	0.41%	0.00%	-11.2%	Q4 2020
PCTYPaylocity Holding Corp	$798K	0.40%	0.01%	-10.7%	Q4 2020
LRNStride, Inc.	$709K	0.36%	0.02%	-54.7%	Q4 2024
AVGOBroadcom Inc.	$635K	0.32%	0.00%	Not reported	Q4 2023
MSFTMicrosoft Corp	$595K	0.30%	0.00%	Not reported	Q4 2020
SCHKSirona Dental Systems, Inc.	$581K	0.29%	0.01%	+0.2%	Q4 2021
FIGRFigure Technology Solutions, Inc.	$538K	0.27%	Not reported	-8.0%	Q1 2026
DEDeere & Co	$534K	0.27%	0.00%	Not reported	Q4 2025
METAMeta Platforms, Inc.	$507K	0.26%	Not reported	+12.5%	Q3 2021

Q1 2026Reported May 13, 202664 positions
SNDKSandisk Corp	$10.6M	6.47%	0.01%	-6.1%	Q4 2025
APHAmphenol Corp	$4.16M	2.54%	0.00%	-6.3%	Q1 2025
HCAHCA Healthcare, Inc.	$3.99M	2.44%	0.00%	-6.1%	Q4 2020
TWTradeweb Markets Inc.	$3.63M	2.22%	30825.00%	-6.4%	Q4 2020
PGRProgressive Corp	$3.08M	1.88%	0.00%	-6.6%	Q4 2020
NFLXNetflix Inc	$3.02M	1.84%	0.00%	-6.4%	Q2 2024
OKTAOkta, Inc.	$2.81M	1.72%	Not reported	-6.6%	Q3 2024
TELTE Connectivity plc	$2.55M	1.56%	0.00%	+35.7%	Q4 2025
ABNBAirbnb, Inc.	$2.53M	1.55%	Not reported	-26.9%	Q4 2023
APPFAppfolio Inc	$2.53M	1.54%	Not reported	-6.1%	Q1 2025
FTNTFortinet, Inc.	$2.35M	1.43%	0.00%	-5.6%	Q4 2020
SPOTSpotify Technology S.A.	$2.33M	1.42%	0.00%	-6.7%	Q4 2020
INTAIntapp, Inc.	$2.31M	1.41%	0.12%	-5.8%	Q4 2021
MSCIMSCI Inc.	$2.22M	1.36%	0.01%	-6.4%	Q4 2020
ESTCElastic N.V.	$2.14M	1.30%	0.04%	-6.3%	Q2 2025
WKWorkiva Inc	$2.12M	1.29%	Not reported	-4.7%	Q4 2020
THCTenet Healthcare Corp	$2.1M	1.28%	0.01%	New	Q1 2026
DELLDell Technologies Inc.	$2.05M	1.25%	0.00%	+36.2%	Q2 2023
WDAYWorkday, Inc.	$2.03M	1.24%	0.01%	-6.5%	Q4 2020
WRBBerkley W R Corp	$2.03M	1.24%	0.01%	-6.3%	Q2 2023
PANWPalo Alto Networks Inc	$1.96M	1.20%	0.00%	-35.3%	Q1 2021
MDBMongoDB, Inc.	$1.94M	1.19%	0.01%	-26.6%	Q1 2023
SKWDSkyward Specialty Insurance Group, Inc.	$1.82M	1.11%	0.09%	-6.6%	Q2 2024
HOODRobinhood Markets, Inc.	$1.75M	1.07%	0.01%	-5.0%	Q3 2025
MCKMckesson Corp	$1.75M	1.07%	0.00%	New	Q1 2026
XYZBlock, Inc.	$1.69M	1.03%	Not reported	-5.8%	Q4 2020
ISRGIntuitive Surgical Inc	$1.64M	1.00%	0.00%	-8.8%	Q4 2020
LRNStride, Inc.	$1.6M	0.98%	0.04%	-6.1%	Q4 2024
RBRKRubrik, Inc.	$1.42M	0.87%	Not reported	New	Q1 2026
ORCLOracle Corp	$1.25M	0.76%	0.00%	-5.2%	Q3 2025
KHCKraft Heinz Co	$1.25M	0.76%	0.00%	-5.6%	Q3 2022
BRK.BBerkshire Hathaway Inc	$1.19M	0.73%	Not reported	Not reported	Q1 2021
NOWServiceNow, Inc.	$1.18M	0.72%	0.00%	-49.5%	Q4 2020
WSMWilliams Sonoma Inc	$1.15M	0.70%	0.01%	-6.8%	Q2 2023
AAPLApple Inc.	$1.15M	0.70%	0.00%	-18.8%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.03M	0.63%	Not reported	+0.1%	Q4 2020
AMZNAmazon Com Inc	$991K	0.61%	0.00%	Not reported	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$975K	0.60%	Not reported	Not reported	Q4 2020
PCTYPaylocity Holding Corp	$924K	0.56%	0.02%	-65.0%	Q4 2020
DXCMDexcom Inc	$854K	0.52%	0.00%	-7.6%	Q4 2020
CATCaterpillar Inc	$708K	0.43%	0.00%	Not reported	Q4 2025
GOOGLAlphabet Inc.	$702K	0.43%	0.00%	0.0%	Q4 2020
AMDAdvanced Micro Devices Inc	$692K	0.42%	0.00%	Not reported	Q3 2022
FIGRFigure Technology Solutions, Inc.	$646K	0.39%	Not reported	New	Q1 2026
MSFTMicrosoft Corp	$591K	0.36%	0.00%	Not reported	Q4 2020
PEPPepsico Inc	$538K	0.33%	0.00%	Not reported	Q3 2021
AVGOBroadcom Inc.	$520K	0.32%	0.00%	Not reported	Q4 2023
SCHKSirona Dental Systems, Inc.	$504K	0.31%	0.01%	+0.2%	Q4 2021
DEDeere & Co	$475K	0.29%	0.00%	Not reported	Q4 2025
METAMeta Platforms, Inc.	$458K	0.28%	Not reported	Not reported	Q3 2021

Q4 2025Reported May 20, 202666 positions
APHAmphenol Corp	$4.74M	2.62%	0.00%	-8.3%	Q1 2025
MDBMongoDB, Inc.	$4.54M	2.50%	0.01%	-7.0%	Q1 2023
INTAIntapp, Inc.	$4.38M	2.41%	0.12%	+3.4%	Q4 2021
SNDKSandisk Corp	$4.22M	2.33%	0.01%	New	Q4 2025
HCAHCA Healthcare, Inc.	$4.19M	2.31%	0.00%	-7.8%	Q4 2020
APPFAppfolio Inc	$3.97M	2.19%	Not reported	-6.2%	Q1 2025
PGRProgressive Corp	$3.79M	2.09%	0.00%	-29.0%	Q4 2020
PCTYPaylocity Holding Corp	$3.73M	2.06%	0.05%	+7.3%	Q4 2020
ABNBAirbnb, Inc.	$3.72M	2.05%	Not reported	-9.4%	Q4 2023
WDAYWorkday, Inc.	$3.58M	1.98%	0.01%	-5.9%	Q4 2020
TWTradeweb Markets Inc.	$3.54M	1.95%	32918.00%	-8.3%	Q4 2020
PANWPalo Alto Networks Inc	$3.48M	1.92%	0.00%	-6.2%	Q1 2021
ESTCElastic N.V.	$3.44M	1.90%	0.04%	+6.1%	Q2 2025
NOWServiceNow, Inc.	$3.41M	1.88%	0.00%	-6.1%	Q4 2020
OKTAOkta, Inc.	$3.31M	1.82%	Not reported	-6.4%	Q3 2024
WKWorkiva Inc	$3.21M	1.77%	Not reported	-31.3%	Q4 2020
NFLXNetflix Inc	$3.15M	1.74%	0.00%	-6.4%	Q2 2024
HOODRobinhood Markets, Inc.	$3.01M	1.66%	0.01%	+22.4%	Q3 2025
SPOTSpotify Technology S.A.	$2.99M	1.65%	0.00%	-4.3%	Q4 2020
MKTXMarketaxess Holdings Inc	$2.83M	1.56%	0.04%	-7.3%	Q4 2020
MSCIMSCI Inc.	$2.52M	1.39%	0.01%	-9.8%	Q4 2020
FTNTFortinet, Inc.	$2.41M	1.33%	0.00%	-42.6%	Q4 2020
ASOAcademy Sports & Outdoors, Inc.	$2.37M	1.31%	0.07%	-8.2%	Q4 2022
WRBBerkley W R Corp	$2.29M	1.26%	0.01%	-5.7%	Q2 2023
SKWDSkyward Specialty Insurance Group, Inc.	$2.27M	1.25%	0.11%	-4.3%	Q2 2024
ISRGIntuitive Surgical Inc	$2.21M	1.22%	0.00%	-8.2%	Q4 2020
TELTE Connectivity plc	$2.05M	1.13%	0.00%	New	Q4 2025
XYZBlock, Inc.	$1.94M	1.07%	Not reported	-35.9%	Q4 2020
ORCLOracle Corp	$1.74M	0.96%	0.00%	-5.1%	Q3 2025
AAPLApple Inc.	$1.51M	0.84%	0.00%	0.0%	Q4 2020
KHCKraft Heinz Co	$1.42M	0.79%	0.01%	-3.1%	Q3 2022
MGMMGM Resorts International	$1.32M	0.73%	0.01%	-67.1%	Q4 2023
LRNStride, Inc.	$1.25M	0.69%	0.05%	-3.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.25M	0.69%	Not reported	Not reported	Q1 2021
WSMWilliams Sonoma Inc	$1.21M	0.67%	0.01%	-7.8%	Q2 2023
DELLDell Technologies Inc.	$1.15M	0.64%	0.00%	-8.1%	Q2 2023
AMZNAmazon Com Inc	$1.1M	0.61%	0.00%	Not reported	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.08M	0.59%	Not reported	-3.1%	Q4 2020
DXCMDexcom Inc	$977K	0.54%	0.00%	-4.0%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$945K	0.52%	Not reported	-0.8%	Q4 2020
MSFTMicrosoft Corp	$772K	0.43%	0.00%	+0.1%	Q4 2020
GOOGLAlphabet Inc.	$764K	0.42%	0.00%	Not reported	Q4 2020
AMDAdvanced Micro Devices Inc	$728K	0.40%	0.00%	Not reported	Q3 2022
BSVNBank7 Corp.	$629K	0.35%	0.08%	Not reported	Q4 2020
AVGOBroadcom Inc.	$581K	0.32%	0.00%	Not reported	Q4 2023
CATCaterpillar Inc	$573K	0.32%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$528K	0.29%	Not reported	Not reported	Q3 2021
SCHKSirona Dental Systems, Inc.	$527K	0.29%	0.01%	+0.2%	Q4 2021
PEPPepsico Inc	$502K	0.28%	0.00%	Not reported	Q3 2021
GOOGAlphabet Inc.	$403K	0.22%	Not reported	Not reported	Q2 2021

Q3 2025Reported Nov 13, 202560 positions
TWTradeweb Markets Inc.	$6.9M	3.65%	35908.00%	-0.7%	Q4 2020
PGRProgressive Corp	$5.79M	3.06%	0.00%	-0.9%	Q4 2020
APPFAppfolio Inc	$5.01M	2.65%	Not reported	-0.6%	Q1 2025
APHAmphenol Corp	$4.73M	2.50%	0.00%	-0.3%	Q1 2025
WKWorkiva Inc	$4.67M	2.47%	Not reported	-0.5%	Q4 2020
FTNTFortinet, Inc.	$4.45M	2.35%	0.01%	-0.8%	Q4 2020
NOWServiceNow, Inc.	$4.36M	2.30%	0.00%	-0.1%	Q4 2020
NFLXNetflix Inc	$4.3M	2.27%	0.00%	+0.2%	Q2 2024
WDAYWorkday, Inc.	$4.27M	2.26%	0.01%	+17.7%	Q4 2020
HCAHCA Healthcare, Inc.	$4.15M	2.19%	0.00%	-0.7%	Q4 2020
PANWPalo Alto Networks Inc	$4.09M	2.16%	0.00%	-16.4%	Q1 2021
MGMMGM Resorts International	$3.81M	2.02%	0.04%	-0.4%	Q4 2023
INTAIntapp, Inc.	$3.78M	2.00%	0.11%	+13.9%	Q4 2021
SPOTSpotify Technology S.A.	$3.75M	1.98%	0.00%	Not reported	Q4 2020
OKTAOkta, Inc.	$3.75M	1.98%	Not reported	+0.2%	Q3 2024
ABNBAirbnb, Inc.	$3.67M	1.94%	Not reported	-0.3%	Q4 2023
PCTYPaylocity Holding Corp	$3.63M	1.92%	0.04%	-0.4%	Q4 2020
ESTCElastic N.V.	$3.63M	1.92%	0.04%	+55.3%	Q2 2025
MDBMongoDB, Inc.	$3.61M	1.91%	0.01%	-37.5%	Q1 2023
XYZBlock, Inc.	$3.36M	1.78%	Not reported	-1.0%	Q4 2020
HOODRobinhood Markets, Inc.	$3.11M	1.65%	0.01%	New	Q3 2025
LRNStride, Inc.	$2.96M	1.57%	0.05%	-0.2%	Q4 2024
MKTXMarketaxess Holdings Inc	$2.93M	1.55%	0.05%	+0.5%	Q4 2020
MSCIMSCI Inc.	$2.76M	1.46%	0.01%	-0.1%	Q4 2020
WRBBerkley W R Corp	$2.65M	1.40%	0.01%	-34.2%	Q2 2023
ORCLOracle Corp	$2.65M	1.40%	0.00%	New	Q3 2025
ASOAcademy Sports & Outdoors, Inc.	$2.59M	1.37%	0.08%	-0.3%	Q4 2022
EOGEog Resources Inc	$2.23M	1.18%	0.00%	-31.5%	Q1 2022
SKWDSkyward Specialty Insurance Group, Inc.	$2.21M	1.17%	0.11%	-33.6%	Q2 2024
ISRGIntuitive Surgical Inc	$1.9M	1.01%	0.00%	-0.4%	Q4 2020
KHCKraft Heinz Co	$1.58M	0.83%	0.01%	-0.2%	Q3 2022
WSMWilliams Sonoma Inc	$1.44M	0.76%	0.01%	-1.6%	Q2 2023
AAPLApple Inc.	$1.42M	0.75%	0.00%	0.0%	Q4 2020
DELLDell Technologies Inc.	$1.41M	0.75%	0.00%	+0.3%	Q2 2023
BRK.BBerkshire Hathaway Inc	$1.25M	0.66%	Not reported	Not reported	Q1 2021
SPYSPDR S&P 500 ETF Trust	$1.08M	0.57%	Not reported	+1.8%	Q4 2020
FNDFloor & Decor Holdings, Inc.	$1.05M	0.56%	0.01%	-50.3%	Q3 2023
AMZNAmazon Com Inc	$1.05M	0.55%	0.00%	+6.7%	Q4 2020
DXCMDexcom Inc	$1.03M	0.55%	0.00%	-53.3%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$935K	0.49%	Not reported	-4.7%	Q4 2020
MSFTMicrosoft Corp	$826K	0.44%	0.00%	Not reported	Q4 2020
BSVNBank7 Corp.	$629K	0.33%	0.08%	-0.3%	Q4 2020
GOOGLAlphabet Inc.	$593K	0.31%	0.00%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$588K	0.31%	Not reported	+6.7%	Q3 2021
AVGOBroadcom Inc.	$554K	0.29%	0.00%	Not reported	Q4 2023
AMDAdvanced Micro Devices Inc	$550K	0.29%	0.00%	Not reported	Q3 2022
SCHKSirona Dental Systems, Inc.	$515K	0.27%	0.01%	+0.2%	Q4 2021
NVDANvidia Corp	$376K	0.20%	0.00%	Not reported	Q2 2023
GOOGAlphabet Inc.	$313K	0.17%	Not reported	Not reported	Q2 2021
OBDCBlue Owl Capital Corp	$263K	0.14%	0.00%	Not reported	Q4 2021

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