Alger's portfolio
In the Q2 2026 13F, filed August 14, 2026, Fred Alger Management reported 424 US stock positions worth $30.0B. The largest was NVIDIA (NVDA) at 11.8% of the portfolio. New positions: SPACE EXPLORATION TECHNOLOGIES CORP (SPCX), Advanced Micro Devices (AMD) and Novo Nordisk A/S (NVO). Added to: NVIDIA (NVDA) and Microsoft (MSFT). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- SPACE EXPLORATION TECHNOLOGIES CORPSPCX$987M
- Advanced Micro DevicesAMD$263M
- Novo Nordisk A/SNVO$235M
- SnowflakeSNOW$159M
- Freeport-McMoranFCX$93M
- GlobalfoundriesGFS$88M
- SOLV EnergyMWH$77M
- Ascendis Pharma ASASND$46M
- PerimeterPRM$18M
- Alibaba Group HoldingBABA$17M
Added to
Trimmed
- Western DigitalWDC$1.4B
- BroadcomAVGO$1.0B
- Astera LabsALAB$620M
- Arrowhead PharmaceuticalsARWR$269M
- Gfl EnvironmentalGFL$200M
- MercadoLibreMELI$137M
- Rocket CompaniesRKT$125M
- CloudflareNET$118M
- Vertiv HoldingsVRT$116M
- Cardinal HealthCAH$114M
Sold out
None this quarter.
Holdings
424 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| NVIDIANVDA | 11.82% | $3.5B | 17,725,271 | Added |
| MicrosoftMSFT | 6.42% | $1.9B | 5,164,479 | Added |
| Amazon.comAMZN | 5.74% | $1.7B | 7,230,242 | Added |
| Nebius Group | 5.27% | $1.6B | 5,726,557 | Held |
| AlphabetGOOG | 5.10% | $1.5B | 4,334,298 | Added |
| AppleAAPL | 4.86% | $1.5B | 5,042,160 | Added |
| Western DigitalWDC | 4.70% | $1.4B | 2,206,326 | Trimmed |
| Meta PlatformsMETA | 3.74% | $1.1B | 1,993,697 | Added |
| BroadcomAVGO | 3.47% | $1.0B | 2,755,271 | Trimmed |
| SPACE EXPLORATION TECHNOLOGIES CORPSPCX | 3.29% | $987M | 5,779,419 | New |
| TeslaTSLA | 2.81% | $845M | 2,008,337 | Added |
| ApplovinAPP | 2.22% | $667M | 1,294,110 | Added |
| Astera LabsALAB | 2.07% | $620M | 1,283,840 | Trimmed |
| Talen EnergyTLN | 1.98% | $594M | 1,546,473 | Added |
| NateraNTRA | 1.61% | $483M | 1,778,009 | Added |
| QXOQXO | 1.58% | $473M | 27,362,195 | Added |
| GE VernovaGEV | 1.57% | $470M | 400,255 | Added |
| Sea Limited Sponsored Adr | 1.15% | $346M | 3,609,683 | Held |
| Micron TechnologyMU | 1.03% | $309M | 267,881 | Added |
| Heico Corp-Class AHEI/A | 0.91% | $272M | 1,053,756 | Added |
| Arrowhead PharmaceuticalsARWR | 0.90% | $269M | 3,301,919 | Trimmed |
| Advanced Micro DevicesAMD | 0.88% | $263M | 452,304 | New |
| Novo Nordisk A/SNVO | 0.78% | $235M | 4,907,570 | New |
| Robinhood MarketsHOOD | 0.76% | $229M | 2,281,365 | Added |
| RokuROKU | 0.73% | $221M | 1,596,717 | Added |
| Gfl EnvironmentalGFL | 0.67% | $200M | 5,430,363 | Trimmed |
| LumentumLITE | 0.66% | $199M | 231,787 | Added |
| TwilioTWLO | 0.57% | $171M | 830,937 | Added |
| BiogenBIIB | 0.57% | $170M | 788,307 | Added |
| SnowflakeSNOW | 0.53% | $159M | 623,944 | New |
| Figure Technology SolutionsFIGR | 0.51% | $154M | 5,006,052 | Added |
| MercadoLibreMELI | 0.46% | $137M | 80,666 | Trimmed |
| Iren | 0.44% | $131M | 2,874,178 | Held |
| Dianthus TherapeuticsDNTH | 0.42% | $127M | 1,302,493 | Added |
| Rocket CompaniesRKT | 0.42% | $125M | 7,924,378 | Trimmed |
| CloudflareNET | 0.39% | $118M | 480,127 | Trimmed |
| Vertiv HoldingsVRT | 0.39% | $116M | 347,328 | Trimmed |
| Cardinal HealthCAH | 0.38% | $114M | 481,068 | Trimmed |
| Johnson & JohnsonJNJ | 0.38% | $113M | 444,151 | Added |
| WelltowerWELL | 0.37% | $110M | 485,020 | Trimmed |
| RBC BearingsRBC | 0.36% | $108M | 167,519 | Trimmed |
| Seagate Technology Holdings Plc | 0.35% | $105M | 108,461 | Held |
| RepligenRGEN | 0.33% | $100M | 733,739 | Added |
| KLAKLAC | 0.32% | $96M | 317,563 | Added |
| AlphabetGOOGL | 0.32% | $95M | 267,048 | Added |
| Freeport-McMoranFCX | 0.31% | $93M | 1,480,807 | New |
| Eli Lilly and CompanyLLY | 0.30% | $91M | 75,669 | Trimmed |
| ShopifySHOP | 0.29% | $89M | 776,493 | Trimmed |
| GlobalfoundriesGFS | 0.29% | $88M | 1,067,264 | New |
| SharkNinjaSN | 0.28% | $83M | 546,921 | Added |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Alger own?
In the Q2 2026 13F, Fred Alger Management reported 424 US stock positions worth $30.0B. The largest: NVIDIA (NVDA) 11.8%, Microsoft (MSFT) 6.4%, Amazon.com (AMZN) 5.7%, Nebius Group 5.3%, Alphabet (GOOG) 5.1%.
What did Alger buy last quarter?
In Q2 2026: new position in SPACE EXPLORATION TECHNOLOGIES CORP (SPCX); new position in Advanced Micro Devices (AMD); new position in Novo Nordisk A/S (NVO); added to NVIDIA (NVDA); added to Microsoft (MSFT); added to Amazon.com (AMZN).
What did Alger sell last quarter?
In Q2 2026: cut Western Digital (WDC); cut Broadcom (AVGO); cut Astera Labs (ALAB).
When is Alger's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.